Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.02 | 0.03 | 0.01 |
Shares | 78.82 | 78.82 | 0.00 |
Bonds | 20.02 | 20.03 | 0.01 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 1.10 | 1.11 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.70 | 15.86 |
Price to Book | 2.26 | 2.27 |
Price to Sales | 1.54 | 1.65 |
Price to Cash Flow | 9.54 | 9.74 |
Dividend Yield | 2.55 | 2.68 |
5 Years Earnings Growth | 10.23 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.89 | 17.15 |
Financial Services | 15.94 | 16.71 |
Healthcare | 11.64 | 11.30 |
Industrials | 11.47 | 13.41 |
Consumer Cyclical | 10.83 | 10.50 |
Consumer Defensive | 8.20 | 7.53 |
Communication Services | 6.70 | 6.55 |
Energy | 5.65 | 5.12 |
Basic Materials | 4.63 | 5.84 |
Utilities | 2.62 | 3.11 |
Real Estate | 2.42 | 4.50 |
Number of long holdings: 14
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard US Equity Index Acc | GB00B5B71Q71 | 19.65 | 916.40 | +0.80% | |
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 19.52 | 644.60 | +0.80% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 18.84 | 274.51 | +0.03% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 14.01 | 146.625 | +0.25% | |
Vanguard S&P 500 UCITS Acc | IE00BFMXXD54 | 6.41 | 77.39 | -0.60% | |
Vanguard Emerging Markets Stock Index Fund GBP Acc | IE00B50MZ724 | 5.89 | 253.448 | -0.77% | |
Vanguard FTSE Developed Europe ex UK Equity Index | GB00B5B71H80 | 5.01 | 400.390 | +0.52% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 2.84 | 130.806 | +0.64% | |
Vanguard Japan Stock Index Fund GBP Acc | IE00B50MZ948 | 2.69 | 310.969 | +1.34% | |
Vanguard U.K. Investment Grade Bond Index Fund GBP | IE00B1S74Q32 | 1.66 | 94.403 | -0.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Inc | 11.43B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 40 Equity Fund A Acc | 6B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 6B | 0.46 | 0.60 | 4.78 | ||
GB00BZ82ZZ20 | 910.27M | 0.27 | 7.06 | - | ||
Vanguard Target Ret 2045 Acc Shares | 277.05M | -0.00 | 5.44 | - |
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