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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.740 | 2.860 | 0.120 |
Stocks | 34.730 | 34.850 | 0.120 |
Bonds | 26.710 | 26.750 | 0.040 |
Convertible | 0.370 | 0.380 | 0.010 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 35.420 | 35.530 | 0.110 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.936 | - |
Price to Book | 1.519 | - |
Price to Sales | 1.145 | - |
Price to Cash Flow | 8.357 | - |
Dividend Yield | 3.177 | - |
5 Years Earnings Growth | 10.309 | - |
Name | Net % | Category Average |
---|---|---|
Technology | 15.110 | - |
Financial Services | 14.540 | - |
Industrials | 14.010 | - |
Real Estate | 13.920 | - |
Consumer Cyclical | 12.030 | - |
Healthcare | 7.270 | - |
Communication Services | 6.480 | - |
Basic Materials | 5.770 | - |
Consumer Defensive | 5.590 | - |
Energy | 3.260 | - |
Utilities | 2.030 | - |
Number of long holdings: 15
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MUAM Foreign Bond Index Fund (QII) | - | 16.65 | - | - | |
abrdn Physical Gold Shares ETF | - | 14.58 | - | - | |
Vanguard Emerging Mkts Govt Bd ETF | - | 13.74 | - | - | |
MUAM Japan Bond Index Mother | - | 11.72 | - | - | |
iShares Core TOPIX | JP3048120004 | 10.95 | 2,923.0 | +0.41% | |
SPDR® Portfolio Emerging Markets ETF | - | 10.74 | - | - | |
Schwab US Large-Cap | US8085242019 | 4.28 | 64.26 | +0.02% | |
Source Bloomberg Commodity | IE00BD6FTQ80 | 3.97 | 1,824.25 | -0.23% | |
Schwab U.S. REIT | US8085248479 | 3.87 | 19.71 | -1.30% | |
IQ Hedge Multi-Strategy Tracker | US45409B1070 | 2.96 | 30.99 | -0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SBI Celeb Life Story 2035 | 3.81B | 3.44 | 2.44 | 2.83 | ||
SBI Celeb Life Story 2045 | 2.62B | 6.25 | 4.80 | 4.03 | ||
SBI Celeb Life Story 2025 | 1.86B | 1.86 | 0.77 | 1.97 |
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