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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.140 | 45.500 | 45.360 |
Stocks | 50.150 | 50.150 | 0.000 |
Bonds | 49.670 | 49.720 | 0.050 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.933 | 15.442 |
Price to Book | 2.046 | 2.030 |
Price to Sales | 1.527 | 1.599 |
Price to Cash Flow | 6.641 | 7.876 |
Dividend Yield | 3.970 | 3.632 |
5 Years Earnings Growth | 9.067 | 9.105 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.430 | 17.844 |
Technology | 14.640 | 12.960 |
Basic Materials | 11.660 | 9.043 |
Healthcare | 11.550 | 9.962 |
Consumer Cyclical | 9.510 | 9.413 |
Industrials | 9.360 | 9.844 |
Consumer Defensive | 6.230 | 5.536 |
Communication Services | 5.970 | 6.602 |
Energy | 5.260 | 7.002 |
Real Estate | 4.380 | 7.912 |
Utilities | 2.020 | 3.960 |
Number of long holdings: 7
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Global Agg Bd Indx Fd (Hdg) | AU60VAN93092 | 34.93 | - | - | |
Vanguard Australian Shares Index Fund | AU60VAN00022 | 19.72 | 2.665 | -0.97% | |
Vanguard Australian Fixed Interest Index | AU60VAN00014 | 14.89 | - | - | |
Vanguard International Shares Index Fund | AU60VAN00030 | 14.65 | 3.346 | +0.40% | |
Vanguard International Shares Index Fund Hedged - | AU60VAN01053 | 9.07 | 1.110 | +0.34% | |
Vanguard International Small Companies Index Fund | AU60VAN00212 | 3.63 | 1.918 | +0.41% | |
Vanguard Emerging Markets Shares Index Fund | AU60VAN00055 | 3.11 | 2.187 | +0.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
OnePath Life Annuity Pension Balanc | 995.36M | -4.54 | 4.70 | 6.76 | ||
OA Frontier AP Vanguard Balanced In | 768.45M | 4.57 | 4.00 | 6.13 | ||
OA Frontier PS Vanguard Growth Inde | 586.34M | 5.60 | 5.80 | 7.07 | ||
OA Frontier PS Vanguard Balanced In | 579.85M | 4.08 | 3.44 | 5.53 | ||
OA Frontier PS Vanguard High Growth | 335.42M | 7.45 | 8.19 | 8.60 |
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