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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 31.290 | 299.060 | 267.770 |
Stocks | 11.140 | 11.510 | 0.370 |
Bonds | 55.480 | 92.770 | 37.290 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.350 | 0.350 | 0.000 |
Other | 1.710 | 1.710 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.193 | 16.225 |
Price to Book | 2.659 | 2.453 |
Price to Sales | 1.705 | 1.779 |
Price to Cash Flow | 10.892 | 10.349 |
Dividend Yield | 3.593 | 2.589 |
5 Years Earnings Growth | 8.685 | 11.031 |
Name | Net % | Category Average |
---|---|---|
Consumer Defensive | 16.930 | 7.441 |
Healthcare | 15.750 | 12.459 |
Technology | 15.140 | 20.688 |
Financial Services | 13.660 | 16.419 |
Basic Materials | 12.250 | 5.266 |
Industrials | 7.820 | 11.697 |
Utilities | 7.780 | 3.528 |
Consumer Cyclical | 6.520 | 10.944 |
Real Estate | 2.490 | 4.144 |
Communication Services | 1.190 | 6.825 |
Energy | 0.460 | 3.683 |
Number of long holdings: 440
Number of short holdings: 244
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 4% | - | 4.37 | - | - | |
United States Treasury Notes 4.75% | - | 3.88 | - | - | |
Ninety One GSF Glbl Crdt Inc S Inc2 USD | LU1602119031 | 3.78 | - | - | |
United States Treasury Notes 4.875% | - | 3.34 | - | - | |
United States Treasury Notes 4.625% | - | 2.99 | - | - | |
United States Treasury Bonds 5% | - | 2.65 | - | - | |
Long Gilt Future Dec 24 | - | 2.42 | - | - | |
New Zealand Local Government Funding Agency Ltd LG | NZLGFDT007C4 | 2.05 | 101.418 | -0.01% | |
New Zealand Local Government Funding Agency Ltd 4.5% | NZLGFDT020C7 | 1.97 | - | - | |
United States Treasury Notes 4.875% | - | 1.88 | - | - |
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