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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 11.27 | 33.99 | 22.72 |
Stocks | 44.17 | 45.45 | 1.28 |
Bonds | 32.66 | 33.66 | 1.00 |
Convertible | 0.85 | 0.85 | 0.00 |
Preferred | 0.05 | 0.05 | 0.00 |
Other | 11.00 | 11.52 | 0.52 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.53 | 17.03 |
Price to Book | 1.56 | 2.59 |
Price to Sales | 0.97 | 1.86 |
Price to Cash Flow | 5.87 | 10.39 |
Dividend Yield | 3.95 | 2.63 |
5 Years Earnings Growth | 7.79 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.72 | 16.16 |
Industrials | 14.93 | 10.79 |
Consumer Cyclical | 14.00 | 9.69 |
Consumer Defensive | 13.40 | 7.95 |
Healthcare | 9.23 | 12.20 |
Technology | 6.50 | 19.36 |
Energy | 6.23 | 4.70 |
Real Estate | 5.33 | 7.15 |
Basic Materials | 4.80 | 4.22 |
Utilities | 3.59 | 3.33 |
Communication Services | 3.26 | 6.67 |
Number of long holdings: 30
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 7.10 | 796.70 | +0.70% | |
AXA Global High Income Z Gross Inc | GB00B29NG940 | 6.86 | 0.86 | -0.26% | |
Threadneedle UK Equity Income Fund Retail Income G | GB0001448900 | 6.03 | 1.00 | 0% | |
SSgA SPDR S&P US Dividend Aristocrats | IE00B6YX5D40 | 5.91 | 56.56 | +0.46% | |
Ashmore EM Lcl Ccy Bd Z2 USD Inc | LU1078673339 | 5.89 | - | - | |
Jupiter Income Trust Z Inc | GB00BQXWPW10 | 4.97 | - | - | |
BlackRock Continental Eurp Inc D H Inc | GB00BWG07G21 | 4.63 | - | - | |
MI TwentyFour AM Dynamic Bond Fund I Income Gross | GB00B57GX403 | 3.97 | 94.80 | -0.18% | |
United States Treasury Notes 0.62% | - | 3.48 | - | - | |
Janus Henderson UK Pty PAIF I Inc | GB00BP46GG64 | 3.12 | - | - |
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