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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.81 | 80.50 | 70.69 |
Stocks | 49.73 | 49.73 | 0.00 |
Bonds | 39.31 | 39.47 | 0.16 |
Convertible | 0.18 | 0.18 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.97 | 0.99 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.65 | 15.57 |
Price to Book | 1.97 | 2.31 |
Price to Sales | 1.44 | 1.64 |
Price to Cash Flow | 8.93 | 9.94 |
Dividend Yield | 2.94 | 2.87 |
5 Years Earnings Growth | 10.26 | 9.91 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.75 | 17.89 |
Technology | 19.36 | 16.76 |
Industrials | 12.01 | 11.96 |
Consumer Cyclical | 10.14 | 10.89 |
Healthcare | 9.18 | 9.93 |
Consumer Defensive | 7.79 | 7.71 |
Communication Services | 6.42 | 6.69 |
Basic Materials | 5.01 | 5.10 |
Energy | 4.93 | 4.43 |
Utilities | 2.87 | 3.53 |
Real Estate | 2.53 | 6.03 |
Number of long holdings: 19
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC Global Corporate Bond ETF S2CHGBP | IE00BGWL6L53 | 21.87 | - | - | |
Vanguard Glb Bd Idx Ins Pl £ H Acc | IE00BPT2BQ43 | 11.97 | - | - | |
iShares Pacific ex Jpn Eq Idx (UK) D Acc | GB00B849FB47 | 7.94 | - | - | |
Dimensional Global UltrShrt FI GBP Acc | IE00B64G4925 | 7.88 | - | - | |
BlackRock UK Equity Tracker Fund D Acc | GB00B7C44X99 | 7.37 | 3.23 | +1.40% | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 6.75 | 185.19 | +0.64% | |
BlackRock North American Equity Tracker Fund D Acc | GB00B7QK1Y37 | 6.50 | 7.89 | -0.62% | |
HSBC American Index Fund Accumulation C | GB00B80QG615 | 6.47 | 12.19 | -1.42% | |
Vanguard Em Mkts Stk Idx Ins Pl £ Acc | IE00BPT2BB99 | 5.66 | - | - | |
Royal London Short Term Money Market Fund Y Acc | GB00B8XYYQ86 | 5.20 | 1.153 | 0% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FP WM Global Trend Fund Class B Acc | 8.58M | 3.18 | 3.68 | 3.03 | ||
FP WM Global Trend Fund Class B Inc | 330.38K | 3.18 | 3.67 | 3.02 |
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