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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.540 | 11.070 | 2.530 |
Shares | 78.190 | 78.190 | 0.000 |
Bonds | 9.870 | 9.970 | 0.100 |
Convertible | 0.060 | 0.060 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 3.310 | 3.310 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.761 | 16.396 |
Price to Book | 2.387 | 2.420 |
Price to Sales | 1.554 | 1.864 |
Price to Cash Flow | 10.985 | 10.695 |
Dividend Yield | 2.480 | 2.537 |
5 Years Earnings Growth | 10.218 | 10.899 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.980 | 18.420 |
Healthcare | 16.810 | 11.971 |
Industrials | 14.470 | 12.994 |
Financial Services | 12.950 | 17.038 |
Consumer Defensive | 9.700 | 7.476 |
Consumer Cyclical | 8.330 | 10.459 |
Communication Services | 5.870 | 6.487 |
Basic Materials | 4.530 | 5.590 |
Real Estate | 4.000 | 3.792 |
Energy | 3.600 | 4.099 |
Utilities | 2.770 | 4.470 |
Number of long holdings: 26
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 11.22 | 795.10 | +0.86% | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 6.53 | - | - | |
Vanguard US 500 Stock Index Institutional Plus USD | IE00BFPM9T72 | 5.73 | 362.722 | +0.41% | |
T. Rowe Price US Smlr Cm Eq Ids USD 2 | LU2584622976 | 5.66 | - | - | |
Guinness Global Equity Income Z | IE00B754QH41 | 5.64 | 31.584 | -0.27% | |
Fundsmith Equity Fund Feeder I GBP Acc | LU1053186349 | 4.72 | 41.714 | -1.19% | |
Pictet-Japanese Equity Opps J dy GBP | LU2248080207 | 4.44 | - | - | |
Atlantic House Defined Ret I Inc GBP | IE00BF2ZW348 | 3.81 | - | - | |
Dimensional Global Value GBP Dist | IE00B67NVM27 | 3.80 | - | - | |
Ninety One GSF Global Envir IX Acc GBP | LU2178855313 | 3.76 | - | - |
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