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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.34 | 36.48 | 35.14 |
Stocks | 42.96 | 42.96 | 0.00 |
Bonds | 54.71 | 54.83 | 0.12 |
Convertible | 0.20 | 0.20 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.79 | 0.89 | 0.10 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.51 | 14.90 |
Price to Book | 2.10 | 2.00 |
Price to Sales | 1.67 | 1.51 |
Price to Cash Flow | 10.20 | 9.03 |
Dividend Yield | 2.86 | 3.05 |
5 Years Earnings Growth | 10.24 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.33 | 14.12 |
Financial Services | 15.27 | 17.32 |
Industrials | 10.85 | 12.38 |
Real Estate | 10.17 | 6.18 |
Healthcare | 9.59 | 10.05 |
Consumer Cyclical | 8.92 | 9.91 |
Consumer Defensive | 7.47 | 8.55 |
Communication Services | 5.91 | 5.90 |
Energy | 5.79 | 5.88 |
Utilities | 5.20 | 4.22 |
Basic Materials | 4.50 | 6.00 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 13.88 | - | - | |
Vanguard Glb Corp Bd Idx Ins Pl £ H Acc | IE00BDFB5D65 | 9.33 | - | - | |
abrdn Sterling Corp Bond Tracker X Acc | GB00BJ84JS76 | 7.08 | - | - | |
abrdn Global Inflat-Link Bond Trkr X Acc | GB00BG08N282 | 6.23 | - | - | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 6.14 | 12.00 | -0.66% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 5.66 | 4.25 | +0.52% | |
abrdn EM Local Ccy Bond Tracker X Acc | GB00BG08N068 | 5.55 | - | - | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 5.54 | 175.24 | -0.40% | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 5.18 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 4.54 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Inst Acc | 1.05B | 4.93 | -0.27 | 3.06 | ||
MyFolio Managed II Retail Platform | 1.05B | 4.90 | -0.31 | 2.97 | ||
MyFolio Market II Retail Platform 1 | 1.02B | 6.61 | 1.42 | 4.14 | ||
MyFolio Market IV Inst Acc | 1.02B | 9.82 | 4.54 | 6.96 | ||
MyFolio Market IV Retail Acc | 1.02B | 9.53 | 4.17 | 6.48 |
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