![Stock market today: S&P500 in worst week since 2023 as soft jobs data stoke worry](https://i-invdn-com.investing.com/news/moved_small-LYNXMPEJ6G08L_L.jpg)
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.95 | 9.02 | 7.07 |
Stocks | 93.69 | 93.73 | 0.04 |
Bonds | 3.39 | 3.66 | 0.27 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.94 | 0.95 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.04 | 16.76 |
Price to Book | 1.92 | 2.41 |
Price to Sales | 1.39 | 1.87 |
Price to Cash Flow | 9.40 | 10.70 |
Dividend Yield | 2.89 | 2.58 |
5 Years Earnings Growth | 9.69 | 10.86 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.88 | 16.83 |
Technology | 17.42 | 18.51 |
Industrials | 13.48 | 13.07 |
Consumer Cyclical | 9.85 | 10.28 |
Healthcare | 8.70 | 11.83 |
Consumer Defensive | 8.37 | 7.47 |
Communication Services | 7.64 | 6.66 |
Energy | 4.70 | 4.35 |
Basic Materials | 4.65 | 5.75 |
Real Estate | 4.32 | 3.75 |
Utilities | 3.00 | 4.35 |
Number of long holdings: 41
Number of short holdings: 14
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 10.87 | 4.23 | -0.61% | |
CF Lindsell Train UK Equity Acc | GB00B18B9X76 | 9.59 | 5.15 | -0.67% | |
Findlay Park American GBP Unhedged | IE00BWY58M24 | 8.82 | 168.110 | -0.66% | |
Hermes Asia Ex Japan Equity Fund F GBP Acc | IE00B8449Z10 | 5.96 | 3.278 | +0.03% | |
Dodge & Cox Worldwide US Stock Fund A GBP | IE00B50M4X14 | 5.95 | 57.420 | -0.98% | |
First State Asia Focus Fund Class B Acc GBP | GB00BWNGXJ86 | 5.88 | 2.246 | -0.04% | |
abrdn American Equity Tracker N Acc | GB00BDFZ7321 | 5.69 | - | - | |
Jupiter UK Special Situations I Acc | GB00B4KL9F89 | 5.28 | 3.42 | -1.03% | |
BlackRock European Dynamic Fund FD Accumulation | GB00BCZRNN30 | 5.04 | 3.05 | -0.45% | |
Invesco European Equity Inc UK Z Acc | GB00B8N44L32 | 4.89 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Inst Acc | 2.23B | 6.77 | 2.33 | 5.36 | ||
MyFolio Market III Retail Acc | 2.23B | 6.52 | 1.99 | 4.89 | ||
MyFolio Market III Retail Platform | 2.23B | 5.64 | 2.49 | 5.31 | ||
International Trust | 1.63B | 6.27 | 12.61 | 12.60 | ||
Standard Life Small Inst S Acc | 968.71M | 8.87 | -4.10 | 10.73 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review