Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.600 | 2.020 | 0.420 |
Stocks | 99.060 | 99.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.856 | 25.003 |
Price to Book | 3.633 | 4.718 |
Price to Sales | 2.309 | 3.243 |
Price to Cash Flow | 14.227 | 15.813 |
Dividend Yield | 1.283 | 1.117 |
5 Years Earnings Growth | 17.795 | 13.702 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.770 | 34.008 |
Healthcare | 15.370 | 13.121 |
Financial Services | 15.230 | 12.101 |
Consumer Cyclical | 10.530 | 11.066 |
Communication Services | 9.420 | 9.418 |
Industrials | 6.670 | 7.468 |
Consumer Defensive | 4.300 | 5.534 |
Energy | 2.980 | 4.158 |
Real Estate | 2.110 | 2.466 |
Utilities | 1.910 | 2.065 |
Basic Materials | 1.710 | 2.028 |
Number of long holdings: 17
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 ETF | - | 45.24 | - | - | |
Vanguard Value | US9229087443 | 9.52 | 167.55 | -1.20% | |
iShares Core S&P Small-Cap | US4642878049 | 9.35 | 110.91 | -1.34% | |
Berkshire Hathaway B | US0846707026 | 4.25 | 462.08 | -0.61% | |
Alphabet C | US02079K1079 | 4.08 | 152.96 | -3.56% | |
Microsoft | US5949181045 | 3.84 | 401.37 | -1.72% | |
NVIDIA | US67066G1040 | 3.72 | 102.04 | -4.82% | |
Amazon.com | US0231351067 | 3.68 | 172.42 | -3.07% | |
Apple | US0378331005 | 3.52 | 220.40 | -0.89% | |
Invesco QQQ Trust | US46090E1038 | 3.33 | 448.88 | -2.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ONE Ultimate Global Growth | 8.12B | 9.71 | -6.89 | - | ||
1 AM Selective Growth LT Equity | 734.33M | -0.29 | -3.01 | 0.88 | ||
One Equity Fund Corporate 14 | 110.24M | 0.39 | -2.33 | 1.98 | ||
Valued Stock Retirement Mutual | 635.41M | -1.88 | -3.40 | 0.87 | ||
TH8416010008 | 204.59M | 11.98 | 3.86 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review