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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 16.800 | 50.540 | 33.740 |
Stocks | 51.100 | 61.280 | 10.180 |
Bonds | 28.140 | 47.060 | 18.920 |
Convertible | 0.130 | 0.130 | 0.000 |
Preferred | 0.190 | 0.190 | 0.000 |
Other | 3.630 | 3.630 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.953 | 16.320 |
Price to Book | 2.484 | 1.668 |
Price to Sales | 1.597 | 1.731 |
Price to Cash Flow | 9.214 | 9.262 |
Dividend Yield | 2.037 | 3.176 |
5 Years Earnings Growth | 13.230 | 9.934 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.220 | 14.354 |
Financial Services | 13.660 | 11.714 |
Healthcare | 13.640 | 8.138 |
Consumer Cyclical | 12.160 | 10.165 |
Industrials | 11.860 | 12.758 |
Consumer Defensive | 6.430 | 6.826 |
Communication Services | 5.770 | 5.631 |
Energy | 5.590 | 2.989 |
Basic Materials | 3.840 | 4.461 |
Utilities | 2.040 | 2.135 |
Real Estate | 1.800 | 25.211 |
Number of long holdings: 3
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Global Funds - Global Allocation Fund X2 | LU0328507826 | 81.04 | 101.060 | +0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SMDS Global AI Fund | 467.58B | 14.89 | 7.06 | - | ||
SMDS SMAM DC Tsumitate NISA All Eq | 240.65B | 16.95 | 17.88 | 12.89 | ||
SMDS Toyota Motor/Toyota Group Eq | 195.49B | 33.22 | 24.89 | 12.25 | ||
SMDS SMBC Wrap Japan Value Equity | 201.66B | 18.89 | 21.17 | 13.26 | ||
SMDS SMAM NY Dow Jones Open UnH | 148.45B | 12.85 | 18.71 | - |
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