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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.210 | 10.140 | 1.930 |
Stocks | 40.500 | 40.550 | 0.050 |
Bonds | 45.050 | 45.200 | 0.150 |
Convertible | 0.070 | 0.070 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 6.150 | 12.560 | 6.410 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.031 | 14.961 |
Price to Book | 2.130 | 2.088 |
Price to Sales | 1.351 | 1.548 |
Price to Cash Flow | 9.721 | 9.226 |
Dividend Yield | 2.963 | 3.111 |
5 Years Earnings Growth | 9.562 | 10.499 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.510 | 10.874 |
Industrials | 16.130 | 12.393 |
Technology | 12.650 | 16.375 |
Financial Services | 12.620 | 16.861 |
Consumer Defensive | 8.890 | 7.907 |
Consumer Cyclical | 7.410 | 10.234 |
Real Estate | 6.610 | 6.716 |
Basic Materials | 4.930 | 5.815 |
Energy | 4.850 | 4.895 |
Communication Services | 4.610 | 6.399 |
Utilities | 2.760 | 3.465 |
Number of long holdings: 28
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 9.22 | 813.80 | +0.54% | |
Vanguard U.K. Government Bd Idx Instl Pls GBP Inc | IE00BPT2BR59 | 7.49 | 83.298 | +0.28% | |
iShares GBP Ultrashort Bond GBP | IE00BCRY6441 | 6.00 | 103.21 | +0.06% | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 5.97 | - | - | |
Atlantic House Defined Ret I Inc GBP | IE00BF2ZW348 | 5.88 | - | - | |
Brevan Howard Abs Rt Govt Bd A2M GBP Dis | LU2428338565 | 5.86 | - | - | |
Invesco UK Gilts UCITS GBP Inc | IE00BG0TQC25 | 5.00 | 2,976.50 | +0.76% | |
Vanguard UK Invm Grd Bd Idx Ins Pl £Dist | IE00BPT2BT73 | 4.49 | - | - | |
T. Rowe Price US Smlr Cm Eq Id USD 2 | LU2584622976 | 4.05 | - | - | |
Fortem Capital Absolute Return A GBP Acc | IE000KIW4961 | 3.94 | - | - |
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