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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.02 | 0.03 | 0.01 |
Stocks | 78.82 | 78.82 | 0.00 |
Bonds | 20.02 | 20.03 | 0.01 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 1.10 | 1.11 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.70 | 15.92 |
Price to Book | 2.26 | 2.28 |
Price to Sales | 1.54 | 1.64 |
Price to Cash Flow | 9.54 | 9.73 |
Dividend Yield | 2.55 | 2.66 |
5 Years Earnings Growth | 10.23 | 10.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.89 | 17.14 |
Financial Services | 15.94 | 16.73 |
Healthcare | 11.64 | 11.30 |
Industrials | 11.47 | 13.39 |
Consumer Cyclical | 10.83 | 10.58 |
Consumer Defensive | 8.20 | 7.57 |
Communication Services | 6.70 | 6.57 |
Energy | 5.65 | 4.98 |
Basic Materials | 4.63 | 5.82 |
Utilities | 2.62 | 3.11 |
Real Estate | 2.42 | 4.50 |
Number of long holdings: 14
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard US Equity Index Acc | GB00B5B71Q71 | 19.65 | 905.38 | +0.70% | |
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 19.52 | 637.53 | +0.70% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 18.84 | 270.62 | +0.52% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 14.01 | 146.523 | +0.39% | |
Vanguard S&P 500 UCITS Acc | IE00BFMXXD54 | 6.41 | 76.91 | +1.13% | |
Vanguard Emerging Markets Stock Index Fund GBP Acc | IE00B50MZ724 | 5.89 | 259.777 | +0.36% | |
Vanguard FTSE Developed Europe ex UK Equity Index | GB00B5B71H80 | 5.01 | 388.836 | +0.82% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 2.84 | 130.991 | +0.54% | |
Vanguard Japan Stock Index Fund GBP Acc | IE00B50MZ948 | 2.69 | 318.804 | +0.27% | |
Vanguard U.K. Investment Grade Bond Index Fund GBP | IE00B1S74Q32 | 1.66 | 94.262 | +0.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 11.29B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 40 Equity Fund A Acc | 6.07B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 6.07B | 0.46 | 0.60 | 4.78 | ||
GB00BZ82ZZ20 | 897.29M | 0.27 | 7.06 | - | ||
Vanguard Target Ret 2045 Acc Shares | 270.75M | -0.00 | 5.44 | - |
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