Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 30.530 | 33.170 | 2.640 |
Shares | 40.390 | 40.390 | 0.000 |
Bonds | 28.960 | 28.960 | 0.000 |
Convertible | 0.080 | 0.080 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.915 | 14.780 |
Price to Book | 1.930 | 1.955 |
Price to Sales | 1.200 | 1.467 |
Price to Cash Flow | 8.499 | 8.712 |
Dividend Yield | 2.472 | 3.138 |
5 Years Earnings Growth | 11.205 | 10.292 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.070 | 13.920 |
Financial Services | 16.140 | 16.880 |
Industrials | 14.190 | 12.631 |
Consumer Cyclical | 12.000 | 9.758 |
Healthcare | 8.850 | 9.993 |
Energy | 7.020 | 6.119 |
Basic Materials | 6.420 | 6.529 |
Consumer Defensive | 6.180 | 8.619 |
Communication Services | 6.160 | 5.747 |
Real Estate | 2.850 | 6.411 |
Utilities | 2.130 | 4.090 |
Number of long holdings: 15
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Dimensional World Equity Fund GBP Distributing | IE00B5SRBK47 | 18.27 | 31.380 | +0.29% | |
Dimensional Global Short Dated Bd Gr Inc | GB00B732BR50 | 17.79 | - | - | |
Dimensional Global Sht Fxd Inc GBP Dist | IE00B05PYX08 | 17.78 | - | - | |
Dimensional Global Core Equity Fund GBP Distributi | IE00B2PC0377 | 17.02 | 36.180 | +0.47% | |
Dimensional Global ShtTerInvGrFI GBPDist | IE00BFG1R668 | 11.83 | - | - | |
Dimensional Global UltrShrt FI GBP Dist | IE00B64G4818 | 9.85 | - | - | |
Dimensional Emerging Markets Core Equity Fund GBP | GB0033772517 | 2.72 | 41.67 | -0.41% | |
Dimensional Global Trgtd Value GBP Dist | IE00B2PC0823 | 2.47 | - | - | |
Dimensional Global Core Fx Inc GBP Dist | IE00BG85LM75 | 1.98 | - | - | |
BlackRock ICS £ Gov Liq Core Acc T0 | IE00B40G6S53 | 0.10 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional World Allocation 40 60D | 1B | 2.96 | 2.59 | 4.67 |
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