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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 33.970 | 37.450 | 3.480 |
Stocks | 59.310 | 80.060 | 20.750 |
Bonds | 6.710 | 6.710 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.116 | 15.904 |
Price to Book | 6.122 | 2.444 |
Price to Sales | 3.396 | 1.751 |
Price to Cash Flow | 16.500 | 9.717 |
Dividend Yield | 1.256 | 2.431 |
5 Years Earnings Growth | 11.137 | 11.392 |
Name | Net % | Category Average |
---|---|---|
Consumer Cyclical | 21.340 | 11.179 |
Technology | 19.500 | 18.155 |
Consumer Defensive | 14.760 | 9.135 |
Financial Services | 14.240 | 15.490 |
Healthcare | 12.640 | 12.174 |
Communication Services | 9.180 | 7.840 |
Industrials | 4.450 | 9.976 |
Basic Materials | 3.890 | 8.083 |
Number of long holdings: 91
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Visa A | US92826C8394 | 7.52 | 262.47 | -1.55% | |
Microsoft | US5949181045 | 7.28 | 446.95 | -1.30% | |
Alphabet A | US02079K3059 | 5.31 | 182.15 | -1.76% | |
United States Treasury Notes 2.5% | - | 3.96 | - | - | |
Lowe’s | US5486611073 | 3.83 | 220.46 | +0.30% | |
Mastercard | US57636Q1040 | 3.81 | 441.16 | -0.36% | |
UnitedHealth | US91324P1021 | 3.58 | 509.34 | +4.71% | |
Apple | US0378331005 | 2.86 | 210.61 | -1.63% | |
United States Treasury Bonds 2% | - | 2.75 | - | - | |
Constellation Brands A | US21036P1084 | 2.36 | 257.28 | +0.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BL Equities Dividend B USD Hedged u | 770M | 5.12 | 7.27 | 7.51 | ||
BL Global Flexible USD B USD Acc | 94.89M | 0.02 | -0.35 | 4.87 | ||
BL Global Flexible USD A USD Inc | 94.89M | 0.01 | -0.38 | 4.86 | ||
BL Global Flexible USD AR USD Inc | 94.89M | -0.06 | -0.59 | 4.78 |
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