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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.100 | 51.700 | 42.600 |
Stocks | 50.310 | 56.600 | 6.290 |
Bonds | 35.890 | 44.440 | 8.550 |
Convertible | 0.080 | 0.080 | 0.000 |
Preferred | 0.550 | 0.550 | 0.000 |
Other | 4.060 | 4.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.310 | 15.298 |
Price to Book | 2.626 | 1.969 |
Price to Sales | 1.647 | 2.073 |
Price to Cash Flow | 8.593 | 8.534 |
Dividend Yield | 2.046 | 2.930 |
5 Years Earnings Growth | 12.933 | 10.824 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.150 | 16.545 |
Healthcare | 16.250 | 11.015 |
Financial Services | 12.830 | 14.343 |
Consumer Cyclical | 11.700 | 11.676 |
Industrials | 8.160 | 12.222 |
Consumer Defensive | 7.380 | 7.429 |
Communication Services | 7.180 | 7.388 |
Energy | 6.640 | 4.768 |
Basic Materials | 4.340 | 5.037 |
Utilities | 2.490 | 2.639 |
Real Estate | 1.880 | 10.803 |
Number of long holdings: 3
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Global Funds - Global Allocation Fund A2 | LU0072462426 | 96.05 | 75.230 | +1.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JP90C000KAH8 | 1,094.4B | 39.66 | 7.02 | - | ||
AO Global High Quality Growth Eq Un | 693.62B | 36.50 | 4.26 | - | ||
AMOne DIAM Foreign Equity Index Fun | 506.47B | 15.79 | 21.03 | 14.00 | ||
AMOne Shinko US-REIT Open | 428.03B | 3.25 | 11.03 | 8.32 | ||
AMOne Investment Sommelier | 388.53B | 2.35 | -3.45 | 1.05 |
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