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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.220 | 3.030 | 1.810 |
Stocks | 57.470 | 57.470 | 0.000 |
Bonds | 23.340 | 23.340 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 1.960 | 1.960 | 0.000 |
Other | 16.010 | 16.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.024 | 15.819 |
Price to Book | 2.587 | 2.748 |
Price to Sales | 2.141 | 2.514 |
Price to Cash Flow | 12.991 | 10.895 |
Dividend Yield | 1.454 | 2.801 |
5 Years Earnings Growth | 12.073 | 12.085 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.980 | 15.766 |
Healthcare | 16.810 | 9.604 |
Technology | 14.650 | 15.994 |
Consumer Cyclical | 14.240 | 12.031 |
Consumer Defensive | 11.500 | 13.221 |
Communication Services | 7.570 | 6.817 |
Industrials | 6.050 | 10.055 |
Energy | 2.320 | 6.408 |
Basic Materials | 1.810 | 6.315 |
Utilities | 0.740 | 2.759 |
Real Estate | 0.320 | 8.703 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fundsmith Equity I Acc | GB00B41YBW71 | 15.26 | 7.18 | -1.18% | |
Dodge & Cox Worldwide Global Stock Fund GBP Accumu | IE00B54J6879 | 10.84 | 46.640 | -0.91% | |
Scottish Mortgage | GB00BLDYK618 | 10.04 | 901.00 | +0.11% | |
Rubrics Enhanced Yield F GBP Acc | IE000XB0SP19 | 9.29 | - | - | |
Smithson Invest | GB00BGJWTR88 | 9.29 | 1,412.00 | +0.14% | |
Nomura Fds Global High Convct S GBP Hdg | IE00034NXJQ1 | 7.61 | - | - | |
Berkshire Hathaway B | US0846707026 | 7.56 | 407.41 | +0.38% | |
SPDR® Gold Shares | - | 6.57 | - | - | |
iShares Core MSCI World UCITS GBP Hedged (Dist) | IE00BD45YS76 | 6.48 | 890.50 | -0.17% | |
T. Rowe Price Funds SICAV - Global Focused Growth | LU1028172499 | 3.28 | 45.510 | -0.35% |
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