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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 88.840 | 88.840 | 0.000 |
Bonds | 10.870 | 10.870 | 0.000 |
Convertible | 0.800 | 0.800 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.477 | 15.087 |
Price to Book | 2.484 | 2.066 |
Price to Sales | 1.922 | 1.528 |
Price to Cash Flow | 9.856 | 8.386 |
Dividend Yield | 2.034 | 2.634 |
5 Years Earnings Growth | 13.686 | 12.331 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.890 | 17.085 |
Financial Services | 15.630 | 16.620 |
Consumer Cyclical | 12.040 | 13.007 |
Healthcare | 10.940 | 11.436 |
Industrials | 9.240 | 12.419 |
Communication Services | 9.150 | 7.832 |
Consumer Defensive | 6.950 | 6.889 |
Basic Materials | 5.030 | 6.299 |
Energy | 3.840 | 5.553 |
Real Estate | 2.650 | 2.818 |
Utilities | 2.630 | 3.895 |
Number of long holdings: 30
Number of short holdings: 11
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Index Selection Fund North America Index | IE00B040CX25 | 18.01 | 41.634 | -1.61% | |
iShares US Index (IE) Flex Dis USD | IE00BYQQ1F19 | 17.86 | - | - | |
iShares EmergMkts Idx (IE) Flex Dis GBP | IE00B3D07S45 | 14.55 | - | - | |
iShares S&P 500 Swap UCITS USD (Acc) | IE00BMTX1Y45 | 11.78 | 8.21 | -0.89% | |
iShares Europe ex-UK Idx (IE) Flex Dis€ | IE00B0407Y83 | 8.68 | - | - | |
iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 4.86 | 33.23 | +1.67% | |
iShares Japan Index (IE) Flex Dis USD | IE00B0409979 | 4.42 | - | - | |
iShares UK Index (IE) Flex Dis GBP | IE00B2368V55 | 2.37 | - | - | |
iShares Wld ex-EurGovtBdIdx(IE)Flex Dis$ | IE00BYQQ0X26 | 2.04 | - | - | |
iShares Global High Yield Corporate Bond UCITS | IE00B74DQ490 | 1.52 | 83.85 | +0.48% |
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