Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 59.33 | 59.33 | 0.00 |
Bonds | 39.75 | 39.77 | 0.02 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.85 | 0.86 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.69 | 14.86 |
Price to Book | 2.25 | 2.07 |
Price to Sales | 1.54 | 1.53 |
Price to Cash Flow | 9.54 | 9.08 |
Dividend Yield | 2.55 | 3.10 |
5 Years Earnings Growth | 10.30 | 10.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.95 | 16.36 |
Financial Services | 16.01 | 16.92 |
Healthcare | 11.59 | 10.91 |
Industrials | 11.48 | 12.42 |
Consumer Cyclical | 10.82 | 10.32 |
Consumer Defensive | 8.12 | 7.99 |
Communication Services | 6.69 | 6.43 |
Energy | 5.64 | 4.81 |
Basic Materials | 4.65 | 5.79 |
Utilities | 2.61 | 3.42 |
Real Estate | 2.44 | 6.61 |
Number of long holdings: 17
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 19.44 | 629.50 | -1.08% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 19.19 | 144.966 | -0.23% | |
Vanguard US Equity Index Acc | GB00B5B71Q71 | 16.14 | 894.82 | -0.92% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 14.50 | 265.50 | +0.38% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 6.33 | 129.521 | -0.23% | |
Vanguard Emerging Markets Stock Index Fund GBP Acc | IE00B50MZ724 | 4.51 | 252.518 | -1.04% | |
Vanguard U.K. Investment Grade Bond Index Fund GBP | IE00B1S74Q32 | 4.19 | 93.420 | -0.15% | |
Vanguard FTSE Developed Europe ex UK Equity Index | GB00B5B71H80 | 3.13 | 386.039 | -1.26% | |
Vanguard Global Aggregate Bond UCITS ETF GBP Hedge | IE00BG47K971 | 2.95 | 23.43 | -0.26% | |
Vanguard U.K. Inflation-Linked Gilt Index Fund GBP | GB00B45Q9038 | 2.59 | 142.228 | -0.30% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.84B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 14.58B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.6B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 14.89B | 6.40 | 12.13 | 12.73 | ||
FTSE Dev World ex UK Equity Index I | 14.9B | 6.41 | 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