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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.02 | 0.03 | 0.01 |
Stocks | 98.58 | 98.58 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 1.37 | 1.39 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.58 | 17.71 |
Price to Book | 2.25 | 2.84 |
Price to Sales | 1.53 | 2.02 |
Price to Cash Flow | 9.45 | 11.63 |
Dividend Yield | 2.61 | 2.11 |
5 Years Earnings Growth | 10.20 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.60 | 21.95 |
Financial Services | 15.90 | 15.49 |
Healthcare | 11.87 | 14.36 |
Industrials | 11.15 | 12.11 |
Consumer Cyclical | 10.48 | 10.65 |
Consumer Defensive | 8.48 | 8.44 |
Communication Services | 6.76 | 7.27 |
Energy | 5.74 | 4.05 |
Basic Materials | 4.81 | 4.38 |
Utilities | 2.74 | 2.57 |
Real Estate | 2.48 | 2.81 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard US Equity Index Acc | GB00B5B71Q71 | 19.57 | 917.93 | -0.34% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 19.53 | 273.77 | -1.15% | |
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 19.32 | 646.15 | -0.15% | |
Vanguard S&P 500 UCITS Acc | IE00BFMXXD54 | 16.69 | 78.12 | -0.48% | |
Vanguard Emerging Markets Stock Index Fund GBP Acc | IE00B50MZ724 | 7.31 | 261.776 | -0.21% | |
Vanguard FTSE Developed Europe ex UK Equity Index | GB00B5B71H80 | 6.98 | 400.734 | -0.04% | |
Vanguard FTSE 100 UCITS GBP Acc | IE00BFMXYP42 | 4.59 | 41.00 | -0.53% | |
Vanguard Japan Stock Index Fund GBP Acc | IE00B50MZ948 | 3.75 | 310.646 | +0.01% | |
Vanguard Pacific ex-Japan Stock Index Fund GBP Acc | IE00B523L313 | 1.63 | 354.282 | -0.13% | |
Vanguard FTSE 250 UCITS ETF GBP Accumulation | IE00BFMXVQ44 | 0.64 | 36.29 | -0.90% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 15.13B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 15.13B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 14.82B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.82B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 15.27B | 6.40 | 12.13 | 12.73 |
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