Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.040 | 0.040 | 0.000 |
Shares | 74.730 | 74.730 | 0.000 |
Bonds | 24.290 | 24.300 | 0.010 |
Convertible | 0.050 | 0.050 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.890 | 0.900 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.764 | 16.177 |
Price to Book | 2.363 | 2.544 |
Price to Sales | 1.675 | 1.914 |
Price to Cash Flow | 10.665 | 11.717 |
Dividend Yield | 2.546 | 2.439 |
5 Years Earnings Growth | 10.615 | 10.377 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.490 | 21.970 |
Financial Services | 16.930 | 15.835 |
Healthcare | 11.170 | 12.765 |
Industrials | 11.120 | 13.377 |
Consumer Cyclical | 9.880 | 9.872 |
Consumer Defensive | 8.110 | 5.781 |
Communication Services | 7.040 | 7.768 |
Energy | 5.190 | 2.187 |
Basic Materials | 4.580 | 4.751 |
Utilities | 3.060 | 2.319 |
Real Estate | 2.410 | 3.553 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 19.06 | 721.41 | -0.82% | |
Vanguard US Equity Index Acc | GB00B5B71Q71 | 18.53 | 1,061.61 | -0.96% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 17.09 | 150.354 | -0.36% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 14.52 | 278.20 | -0.45% | |
Vanguard FTSE North America UCITS ETF USD Accuimul | IE00BK5BQW10 | 6.01 | 143.84 | -1.45% | |
Vanguard Emerging Markets Stock Index Fund GBP Acc | IE00B50MZ724 | 5.86 | 270.659 | -0.16% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 4.74 | 128.057 | -0.31% | |
Vanguard FTSE Developed Europe ex UK Equity Index | GB00B5B71H80 | 4.20 | 388.335 | -0.67% | |
Vanguard FTSE 100 UCITS GBP Acc | IE00BFMXYP42 | 4.20 | 41.91 | -0.73% | |
Vanguard U.K. Investment Grade Bond Index Fund GBP | IE00B1S74Q32 | 2.52 | 95.717 | -0.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.17B | 14.64 | 5.85 | 8.51 | ||
LifeStrategy 80 Equity Fund A Inc | 13.17B | 14.64 | 5.85 | 8.50 | ||
LifeStrategy 40 Equity Fund A Acc | 5.8B | 7.82 | 0.31 | 4.65 | ||
LifeStrategy 40 Equity Fund A Inc | 5.8B | 7.82 | 0.31 | 4.65 | ||
GB00BZ82ZZ20 | 1.01B | 7.53 | 4.56 | - |
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