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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.350 | 114.050 | 110.700 |
Stocks | 87.980 | 89.960 | 1.980 |
Bonds | 4.170 | 4.390 | 0.220 |
Convertible | 0.210 | 0.210 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 4.250 | 4.450 | 0.200 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.879 | 15.932 |
Price to Book | 2.599 | 2.275 |
Price to Sales | 2.010 | 1.647 |
Price to Cash Flow | 11.528 | 9.758 |
Dividend Yield | 2.344 | 2.657 |
5 Years Earnings Growth | 10.757 | 10.580 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.580 | 17.193 |
Financial Services | 14.390 | 16.745 |
Healthcare | 10.810 | 11.273 |
Industrials | 9.930 | 13.422 |
Consumer Cyclical | 8.780 | 10.578 |
Real Estate | 6.790 | 4.504 |
Communication Services | 6.410 | 6.568 |
Energy | 5.610 | 4.974 |
Consumer Defensive | 5.250 | 7.554 |
Utilities | 3.780 | 3.107 |
Basic Materials | 3.660 | 5.785 |
Number of long holdings: 77
Number of short holdings: 24
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC S&P 500 UCITS | IE00B5KQNG97 | 18.68 | 4,223.0 | +0.61% | |
HSBC FTSE All-World Index Instl Acc | GB00BMJJJJ30 | 13.58 | - | - | |
HSBC Multi Factor Worldwide Equity | IE00BKZGB098 | 12.64 | 28.88 | +1.05% | |
HSBC GIF Global Sust L/T Eq ZQ1 | LU2468863852 | 4.50 | - | - | |
HSBC GIF Global Infrastructure Equity ZD | LU2449328355 | 4.47 | - | - | |
HSBC European Index Institutional Acc | GB0000469303 | 4.34 | - | - | |
iShares Core S&P 500 UCITS | IE00B5BMR087 | 3.86 | 557.21 | +1.27% | |
HSBC American Index Fund Institutional Accumulatio | GB0000473313 | 3.68 | 12.85 | +0.06% | |
HSBC GIF Global RE Eq ZQ1 | LU1163228031 | 3.51 | - | - | |
Ose Top Ind Fut Jun24 | - | 3.04 | - | - |
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