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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.93 | 2.13 | 0.20 |
Stocks | 66.16 | 66.16 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Other | 31.91 | 31.91 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.50 | 15.69 |
Price to Book | 2.08 | 2.73 |
Price to Sales | 1.55 | 2.56 |
Price to Cash Flow | 9.88 | 11.27 |
Dividend Yield | 2.57 | 2.75 |
5 Years Earnings Growth | 8.89 | 10.00 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 15.31 | 18.46 |
Technology | 13.77 | 17.21 |
Consumer Cyclical | 13.67 | 12.31 |
Industrials | 13.46 | 10.17 |
Consumer Defensive | 9.66 | 14.74 |
Basic Materials | 7.54 | 6.18 |
Healthcare | 7.04 | 8.63 |
Energy | 6.69 | 5.23 |
Utilities | 5.36 | 2.53 |
Communication Services | 5.15 | 7.95 |
Real Estate | 2.36 | 9.58 |
Number of long holdings: 18
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
EF WM Global Corp Autonomies I GBP Acc | GB00BV0LRZ32 | 23.77 | - | - | |
db x-trackers II Sterling Cash UCITS | LU0321464652 | 15.03 | 215.17 | +0.22% | |
Lyxor Smart Cash - UCITS C-GBP | LU1230136894 | 12.39 | 117,289.50 | +0.01% | |
Vanguard S&P 500 UCITS USD Inc | IE00B3XXRP09 | 5.16 | 81.31 | -1.13% | |
iShares MSCI North America UCITS | IE00B14X4M10 | 5.13 | 7,891.5 | -1.32% | |
iShares Core MSCI Pac ex-Jpn ETF USD | IE00B52MJY50 | 5.07 | 167.94 | -0.34% | |
Vanguard FTSE Japan USD | IE00B95PGT31 | 4.43 | 36.92 | -0.14% | |
iShares Physical Gold | IE00B4ND3602 | 4.00 | 57.94 | +1.49% | |
Xtrackers MSCI China UCITS 1C | LU0514695690 | 3.71 | 1,402.75 | +0.63% | |
iShares Core MSCI World UCITS | IE00B4L5Y983 | 3.68 | 105.14 | -1.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Total Clarity Portfolio 4 Fund A Sh | 34.81M | 2.46 | 4.18 | 4.83 | ||
FP WM Global Trend Fund Class B Acc | 8.59M | 3.18 | 3.68 | 3.03 |
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