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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 | 15.627 |
Price to Book | 2.587 | 2.710 |
Price to Sales | 2.141 | 2.500 |
Price to Cash Flow | 12.991 | 10.871 |
Dividend Yield | 1.454 | 2.842 |
5 Years Earnings Growth | 12.073 | 12.344 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.980 | 15.951 |
Healthcare | 16.810 | 9.738 |
Technology | 14.650 | 16.060 |
Consumer Cyclical | 14.240 | 11.804 |
Consumer Defensive | 11.500 | 13.263 |
Communication Services | 7.570 | 6.792 |
Industrials | 6.050 | 10.086 |
Energy | 2.320 | 6.424 |
Basic Materials | 1.810 | 6.345 |
Utilities | 0.740 | 2.753 |
Real Estate | 0.320 | 9.249 |
Number of long holdings: 20
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fundsmith Equity I Acc | GB00B41YBW71 | 15.26 | 7.19 | +1.02% | |
Dodge & Cox Worldwide Global Stock Fund GBP Accumu | IE00B54J6879 | 10.84 | 46.560 | +0.30% | |
Scottish Mortgage | GB00BLDYK618 | 10.04 | 896.20 | -0.88% | |
Rubrics Enhanced Yield F GBP Acc | IE000XB0SP19 | 9.29 | - | - | |
Smithson Invest | GB00BGJWTR88 | 9.29 | 1,384.00 | -0.86% | |
Nomura Fds Global High Convct S GBP Hdg | IE00034NXJQ1 | 7.61 | - | - | |
Berkshire Hathaway B | US0846707026 | 7.56 | 411.08 | +0.30% | |
SPDR® Gold Shares | - | 6.57 | - | - | |
iShares Core MSCI World UCITS GBP Hedged (Dist) | IE00BD45YS76 | 6.48 | 894.76 | -0.22% | |
T. Rowe Price Funds SICAV - Global Focused Growth | LU1028172499 | 3.28 | 45.700 | +0.73% |
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