Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.710 | 8.850 | 2.140 |
Stocks | 67.310 | 68.230 | 0.920 |
Bonds | 18.580 | 18.580 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Other | 7.270 | 7.270 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.826 | 12.377 |
Price to Book | 1.698 | 1.887 |
Price to Sales | 1.251 | 1.354 |
Price to Cash Flow | 5.894 | 6.494 |
Dividend Yield | 3.483 | 3.576 |
5 Years Earnings Growth | 11.504 | 11.336 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.070 | 22.525 |
Basic Materials | 13.350 | 14.158 |
Consumer Cyclical | 12.250 | 11.646 |
Communication Services | 11.340 | 12.406 |
Technology | 8.990 | 8.365 |
Consumer Defensive | 7.900 | 8.899 |
Healthcare | 6.720 | 6.912 |
Real Estate | 6.180 | 8.630 |
Industrials | 5.720 | 5.978 |
Energy | 1.960 | 2.346 |
Utilities | 0.520 | 1.014 |
Number of long holdings: 10
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Select BCI Enhanced Core Balanced A | ZAE000292132 | 20.77 | - | - | |
Nedgroup Investments Core Diversified Fund B2 | ZAE000198529 | 20.72 | 29.018 | +0.52% | |
Centaur BCI Balanced Fund B | ZAE000203428 | 11.76 | 2.343 | +0.63% | |
Select BCI Balanced C | ZAE000190534 | 11.20 | - | - | |
Allan Gray Balanced Fund C | ZAE000177358 | 10.23 | 157.195 | +0.35% | |
Investec Opportunity Fund G | ZAE000183158 | 10.17 | 17.329 | +0.55% | |
Coronation Balanced Plus Fund P | ZAE000165205 | 9.35 | 161.745 | +0.51% | |
BlueAlpha BCI Balanced B | ZAE000261095 | 5.74 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PortfolioMetrix BCI Global Eq B1 | 10.06B | 17.62 | 9.58 | 13.31 | ||
PortfolioMetrix BCI Global Eq B2 | 10.06B | 17.15 | 9.14 | 12.83 | ||
36ONE BCI Equity A | 8.62B | 14.00 | 9.27 | 10.81 | ||
36ONE BCI Equity B | 8.62B | 16.29 | 11.22 | 13.03 | ||
Investec Wealth Investmen BCI Bal H | 8.6B | 13.57 | 9.65 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review