Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.680 | 4.680 | 0.000 |
Stocks | 95.270 | 95.270 | 0.000 |
Bonds | 0.020 | 0.020 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.150 | 21.389 |
Price to Book | 4.204 | 4.350 |
Price to Sales | 3.143 | 2.752 |
Price to Cash Flow | 14.864 | 14.438 |
Dividend Yield | 1.696 | 1.467 |
5 Years Earnings Growth | 15.393 | 12.416 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.430 | 25.934 |
Industrials | 13.250 | 9.223 |
Healthcare | 12.570 | 14.061 |
Financial Services | 11.560 | 16.056 |
Communication Services | 11.260 | 8.728 |
Consumer Cyclical | 11.210 | 10.630 |
Consumer Defensive | 5.660 | 6.681 |
Basic Materials | 3.260 | 2.876 |
Utilities | 2.500 | 3.154 |
Energy | 1.960 | 4.005 |
Real Estate | 1.340 | 2.207 |
Number of long holdings: 204
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.08 | 426.89 | +0.40% | |
Meta Platforms | US30303M1027 | 4.57 | 577.16 | -0.49% | |
Broadcom | US11135F1012 | 4.57 | 170.38 | -1.84% | |
Amazon.com | US0231351067 | 3.42 | 211.48 | -1.22% | |
Apple | US0378331005 | 2.96 | 228.22 | +1.38% | |
GE Aerospace | US3696043013 | 2.87 | 178.40 | -2.81% | |
Alphabet A | US02079K3059 | 2.17 | 175.58 | -1.84% | |
Alphabet C | US02079K1079 | 2.16 | 177.35 | -1.74% | |
Royal Caribbean Cruises | LR0008862868 | 2.08 | 233.01 | -0.53% | |
UnitedHealth | US91324P1021 | 1.98 | 593.15 | -2.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group Global Equity Fd F | 13.43B | 22.86 | 3.88 | 11.66 | ||
Capital Group Global Equity Fd A | 13.43B | 21.74 | 2.74 | 10.43 | ||
Capital Group Global Equity Fd D | 13.43B | 22.55 | 3.53 | 11.18 |
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