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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.01 | 0.01 | 0.00 |
Stocks | 39.37 | 39.37 | 0.00 |
Bonds | 59.89 | 59.91 | 0.02 |
Convertible | 0.08 | 0.08 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.64 | 0.65 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.65 | 14.80 |
Price to Book | 2.24 | 1.96 |
Price to Sales | 1.53 | 1.47 |
Price to Cash Flow | 9.53 | 8.77 |
Dividend Yield | 2.57 | 3.14 |
5 Years Earnings Growth | 10.30 | 10.37 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.96 | 13.96 |
Financial Services | 16.09 | 16.90 |
Healthcare | 11.53 | 10.01 |
Industrials | 11.35 | 12.60 |
Consumer Cyclical | 10.76 | 9.77 |
Consumer Defensive | 8.18 | 8.62 |
Communication Services | 6.71 | 5.75 |
Energy | 5.74 | 6.11 |
Basic Materials | 4.67 | 6.51 |
Utilities | 2.62 | 4.09 |
Real Estate | 2.37 | 6.39 |
Number of long holdings: 18
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 19.29 | 652.23 | +0.12% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 18.93 | 147.247 | -0.55% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 9.91 | 273.73 | -0.98% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 9.71 | 131.593 | -0.70% | |
Vanguard US Equity Index Acc | GB00B5B71Q71 | 5.85 | 926.19 | +0.20% | |
Vanguard U.K. Investment Grade Bond Index Fund GBP | IE00B1S74Q32 | 5.59 | 94.575 | -0.45% | |
Vanguard Global Aggregate Bond UCITS ETF GBP Hedge | IE00BG47K971 | 5.08 | 23.80 | -0.58% | |
Vanguard U.S. Government Bond Index Fund GBP Hedge | IE00BFRTDB69 | 4.57 | 101.585 | -0.79% | |
Vanguard U.K. Inflation-Linked Gilt Index Fund GBP | GB00B45Q9038 | 4.54 | 145.567 | -0.97% | |
Vanguard Euro Government Bond Index Fund GBP Hedge | IE00BFRTD722 | 3.80 | 116.319 | -0.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 11.6B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 11.6B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 40 Equity Fund A Acc | 6.05B | 0.46 | 0.60 | 4.77 | ||
GB00BZ82ZZ20 | 922.17M | 0.27 | 7.06 | - | ||
Vanguard Target Ret 2045 Acc Shares | 283.2M | -0.00 | 5.44 | - |
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