
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.780 | 1.780 | 0.000 |
Stocks | 76.720 | 76.730 | 0.010 |
Bonds | 1.730 | 1.730 | 0.000 |
Convertible | 15.760 | 15.760 | 0.000 |
Preferred | 4.010 | 4.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.425 | 17.808 |
Price to Book | 5.129 | 2.810 |
Price to Sales | 3.470 | 1.970 |
Price to Cash Flow | 16.584 | 11.330 |
Dividend Yield | 1.181 | 2.040 |
5 Years Earnings Growth | 10.515 | 10.910 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.810 | 21.439 |
Financial Services | 13.180 | 15.869 |
Communication Services | 12.150 | 7.566 |
Consumer Cyclical | 12.100 | 10.303 |
Healthcare | 9.500 | 11.526 |
Consumer Defensive | 6.230 | 6.648 |
Industrials | 5.210 | 11.275 |
Energy | 4.200 | 5.310 |
Basic Materials | 2.660 | 3.656 |
Utilities | 1.260 | 3.186 |
Real Estate | 0.690 | 4.371 |
Number of long holdings: 157
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.22 | 188.38 | -7.29% | |
NVIDIA | US67066G1040 | 5.94 | 94.31 | -7.36% | |
Microsoft | US5949181045 | 5.31 | 359.84 | -3.56% | |
Alphabet A | US02079K3059 | 4.96 | 145.60 | -3.40% | |
Amazon.com | US0231351067 | 4.46 | 171.00 | -4.15% | |
Broadcom | US11135F1012 | 2.23 | 146.29 | -5.01% | |
Meta Platforms | US30303M1027 | 2.12 | 504.73 | -5.06% | |
Tesla | US88160R1014 | 1.81 | 239.43 | -10.42% | |
Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A | US0970232049 | 1.56 | - | - | |
JPMorgan | US46625H1005 | 1.42 | 210.28 | -8.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calamos Growth & Income A | 1.2B | 0.55 | 8.72 | 10.24 | ||
Calamos Growth & Income I | 1.18B | 0.59 | 9.00 | 10.51 | ||
Calamos Growth A | 958.15M | -1.44 | 11.35 | 11.35 | ||
Calamos Phineus Long/Short I | 887.64M | 1.60 | 3.00 | - | ||
Calamos Growth I | 302.55M | -1.41 | 11.63 | 11.63 |
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