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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.126 | 14.550 |
Price to Book | 1.514 | 1.802 |
Price to Sales | 1.612 | 1.549 |
Price to Cash Flow | 5.943 | 7.944 |
Dividend Yield | 5.954 | 4.735 |
5 Years Earnings Growth | 6.383 | 6.619 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 41.630 | 34.175 |
Basic Materials | 23.050 | 15.778 |
Energy | 15.080 | 7.465 |
Industrials | 6.260 | 7.559 |
Communication Services | 4.910 | 6.058 |
Consumer Cyclical | 4.120 | 11.486 |
Healthcare | 2.510 | 6.662 |
Consumer Defensive | 2.240 | 6.302 |
Real Estate | 0.110 | 4.786 |
Technology | 0.090 | 2.840 |
Number of long holdings: 183
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
National Australia Bank | AU000000NAB4 | 9.81 | 33.910 | +0.89% | |
Westpac Banking | AU000000WBC1 | 8.04 | 25.980 | +0.19% | |
ANZ Holdings | AU000000ANZ3 | 6.64 | 28.250 | +1.15% | |
Commonwealth Bank Australia | AU000000CBA7 | 6.01 | 119.540 | +1.31% | |
Woodside Energy | AU0000224040 | 5.99 | 27.700 | +2.03% | |
Rio Tinto Ltd | AU000000RIO1 | 4.71 | 128.960 | +1.02% | |
Fortescue Metals | AU000000FMG4 | 4.24 | 24.740 | -0.16% | |
Macquarie | AU000000MQG1 | 3.65 | 190.950 | +1.37% | |
Santos | AU000000STO6 | 3.51 | 7.630 | +1.87% | |
Telstra Group | AU000000TLS2 | 3.18 | 3.470 | +0.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity Trus | 6.93B | 9.36 | 11.22 | 11.32 | ||
Dimensional Australian Core Equity | 5B | 3.08 | 7.61 | 8.32 | ||
Dimensional World Allocation 70 30 | 1.39B | 3.39 | 4.34 | 7.08 | ||
Dimensional World Equity Trust | 1.12B | 5.78 | 7.79 | 9.23 | ||
Dimensional World Allocation 50 50 | 972.64M | 2.70 | 2.79 | 5.76 |
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