
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 16.500 | 16.500 | 0.000 |
Stocks | 62.520 | 62.520 | 0.000 |
Bonds | 19.610 | 19.610 | 0.000 |
Convertible | 1.250 | 1.250 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.207 | 18.102 |
Price to Book | 2.410 | 3.035 |
Price to Sales | 1.462 | 2.077 |
Price to Cash Flow | 10.532 | 11.908 |
Dividend Yield | 1.662 | 2.076 |
5 Years Earnings Growth | 9.151 | 10.798 |
Name | Net % | Category Average |
---|---|---|
Industrials | 20.220 | 12.984 |
Consumer Cyclical | 18.890 | 10.687 |
Technology | 15.850 | 19.368 |
Healthcare | 11.920 | 10.801 |
Basic Materials | 8.210 | 5.187 |
Financial Services | 7.440 | 19.433 |
Communication Services | 5.500 | 6.344 |
Consumer Defensive | 5.440 | 7.639 |
Energy | 3.400 | 5.905 |
Real Estate | 2.570 | 2.929 |
Utilities | 0.550 | 2.700 |
Number of long holdings: 169
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berry Global | US08579W1036 | 3.44 | 71.68 | -1.44% | |
Norfolk Southern | US6558441084 | 3.24 | 247.76 | -0.66% | |
Philips | NL0000009538 | 2.94 | 24.31 | +1.29% | |
Mattel | US5770811025 | 2.72 | 21.15 | -2.98% | |
Fairfax Financial | CA3039011026 | 2.67 | 2,006.00 | -2.00% | |
Elevance Health | US0367521038 | 2.48 | 385.10 | -1.38% | |
SAP | DE0007164600 | 2.31 | 273.600 | -0.49% | |
Dayforce | US15677J1088 | 2.02 | 64.65 | -3.91% | |
Restaurant Brands Int | CA76131D1033 | 1.92 | 62.31 | -1.42% | |
RB Global | CA74935Q1072 | 1.92 | 102.59 | -0.90% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
EdgePoint Glbl Port non HST Sr A | 12.79B | 5.04 | 8.03 | 8.45 | ||
EdgePoint Glbl Port non HST Sr F | 12.79B | 5.14 | 9.17 | 9.60 | ||
EdgePoint Global Portfolio Series A | 12.79B | 5.02 | 7.86 | 8.28 | ||
EdgePoint Global Portfolio Series F | 12.79B | 5.12 | 9.08 | 9.52 | ||
EdgePoint Glbl Gr Inc Pt non HST A | 10.43B | 3.17 | 7.08 | 7.08 |
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