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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.181 | 15.519 |
Price to Book | 2.147 | 2.048 |
Price to Sales | 2.027 | 1.777 |
Price to Cash Flow | 9.134 | 7.895 |
Dividend Yield | 4.533 | 4.537 |
5 Years Earnings Growth | 6.208 | 6.829 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 30.950 | 28.433 |
Basic Materials | 22.090 | 19.853 |
Healthcare | 9.540 | 10.745 |
Energy | 7.130 | 5.575 |
Consumer Cyclical | 6.730 | 7.478 |
Industrials | 6.690 | 7.675 |
Real Estate | 6.190 | 5.611 |
Consumer Defensive | 4.690 | 5.685 |
Communication Services | 3.150 | 6.966 |
Technology | 2.120 | 3.289 |
Utilities | 0.730 | 1.409 |
Number of long holdings: 100
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BHP Group Ltd | AU000000BHP4 | 9.96 | 43.150 | -0.23% | |
Commonwealth Bank Australia | AU000000CBA7 | 8.80 | 119.330 | +0.18% | |
CSL | AU000000CSL8 | 5.96 | 279.58 | -0.12% | |
National Australia Bank | AU000000NAB4 | 4.50 | 33.990 | -0.15% | |
Westpac Banking | AU000000WBC1 | 3.73 | 26.600 | -0.30% | |
ANZ Holdings | AU000000ANZ3 | 3.58 | 28.010 | -0.71% | |
Wesfarmers | AU000000WES1 | 3.41 | 68.830 | +0.50% | |
Woodside Energy | AU0000224040 | 2.91 | 28.150 | -0.64% | |
Macquarie | AU000000MQG1 | 2.81 | 189.880 | -0.10% | |
Goodman Group | AU000000GMG2 | 2.69 | 33.470 | -0.83% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity Trus | 7.23B | 9.36 | 11.22 | 11.32 | ||
Dimensional Australian Core Equity | 5.15B | 3.08 | 7.61 | 8.32 | ||
Dimensional World Allocation 70 30 | 1.42B | 3.39 | 4.34 | 7.08 | ||
Dimensional World Equity Trust | 1.14B | 5.78 | 7.79 | 9.23 | ||
Dimensional Australian Value Trust | 1.02B | 3.36 | 9.22 | 8.77 |
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