Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.01 | 0.01 | 0.00 |
Shares | 19.65 | 19.65 | 0.00 |
Bonds | 79.89 | 79.92 | 0.03 |
Convertible | 0.11 | 0.11 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.34 | 0.34 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.65 | 14.48 |
Price to Book | 2.25 | 1.88 |
Price to Sales | 1.54 | 1.33 |
Price to Cash Flow | 9.58 | 9.83 |
Dividend Yield | 2.57 | 3.46 |
5 Years Earnings Growth | 10.32 | 9.96 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.12 | 16.95 |
Financial Services | 16.18 | 21.71 |
Healthcare | 11.46 | 12.44 |
Industrials | 11.18 | 10.26 |
Consumer Cyclical | 10.70 | 10.04 |
Consumer Defensive | 8.19 | 8.80 |
Communication Services | 6.77 | 9.56 |
Energy | 5.80 | 5.36 |
Basic Materials | 4.68 | 6.01 |
Utilities | 2.62 | 3.92 |
Real Estate | 2.29 | 8.79 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 18.81 | 151.615 | -0.42% | |
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 13.57 | 707.95 | +0.29% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 13.04 | 131.796 | -0.36% | |
Vanguard Global Aggregate Bond UCITS ETF GBP Hedge | IE00BG47K971 | 12.30 | 24.53 | -0.16% | |
Vanguard U.K. Investment Grade Bond Index Fund GBP | IE00B1S74Q32 | 7.64 | 96.230 | -0.24% | |
Vanguard U.S. Government Bond Index Fund GBP Hedge | IE00BFRTDB69 | 6.32 | 103.469 | -0.69% | |
Vanguard U.K. Inflation-Linked Gilt Index Fund GBP | GB00B45Q9038 | 6.16 | 143.348 | -0.32% | |
Vanguard U.S. Invm Grd Crdt Idx £ HAcc | IE00BFRTDC76 | 5.88 | - | - | |
Vanguard Euro Government Bond Index Fund GBP Hedge | IE00BFRTD722 | 5.24 | 120.974 | -0.12% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 4.95 | 272.06 | -1.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Inc | 15.98B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Acc | 15.98B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 16.65B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 16.65B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 17.7B | 6.40 | 12.13 | 12.73 |
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