Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.55 | 3.54 | 1.99 |
Stocks | 36.97 | 36.97 | 0.00 |
Bonds | 59.39 | 59.39 | 0.00 |
Other | 2.08 | 2.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.99 | 16.88 |
Price to Book | 2.70 | 2.43 |
Price to Sales | 2.04 | 1.81 |
Price to Cash Flow | 11.85 | 10.51 |
Dividend Yield | 2.16 | 2.55 |
5 Years Earnings Growth | 10.18 | 10.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.76 | 22.14 |
Financial Services | 15.22 | 15.89 |
Industrials | 11.07 | 11.11 |
Consumer Cyclical | 10.67 | 10.49 |
Healthcare | 9.14 | 11.31 |
Communication Services | 7.73 | 6.97 |
Consumer Defensive | 5.41 | 5.83 |
Real Estate | 4.63 | 5.01 |
Energy | 4.37 | 4.21 |
Utilities | 3.72 | 3.04 |
Basic Materials | 3.30 | 4.00 |
Number of long holdings: 14
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Blackrock Russell 1000 Index Fund F | - | 23.55 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 16.49 | - | - | |
iShares US Securitized Bond Index | - | 13.55 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 11.40 | - | - | |
iShares 0-5 Year TIPS Bond | US46429B7477 | 8.98 | 101.50 | +0.09% | |
iShares US Long Government Bond Idx | - | 8.65 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 8.27 | - | - | |
iShares US Long Credit Bond Index | - | 3.05 | - | - | |
iShares Enhanced Roll Yield Index | - | 2.06 | - | - | |
iShares TIPS Bond | US4642871762 | 1.34 | 108.01 | +0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Event Driven Equity Instl | 4.58B | 2.19 | 2.50 | 3.81 | ||
BlackRock Floating Rate Income Inst | 2.65B | 8.20 | 6.64 | 4.73 | ||
BlackRock Global Long/Short Equity | 2.67B | 21.38 | 12.29 | 4.47 | ||
BlackRock Floating Rate Income K | 1.47B | 8.40 | 6.73 | - | ||
BlackRock LifePath Index Retiremeni | 511.46M | 7.09 | 0.37 | 4.69 |
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