
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.320 | 0.780 | 0.460 |
Stocks | 99.510 | 99.510 | 0.000 |
Bonds | 0.180 | 0.180 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.933 | 21.476 |
Price to Book | 6.649 | 4.326 |
Price to Sales | 5.122 | 2.815 |
Price to Cash Flow | 17.934 | 14.156 |
Dividend Yield | 0.903 | 1.488 |
5 Years Earnings Growth | 10.904 | 10.896 |
Name | Net % | Category Average |
---|---|---|
Technology | 51.260 | 25.902 |
Communication Services | 15.860 | 9.073 |
Consumer Cyclical | 13.590 | 11.209 |
Consumer Defensive | 5.980 | 6.703 |
Healthcare | 5.670 | 13.526 |
Industrials | 3.560 | 8.285 |
Basic Materials | 1.420 | 2.556 |
Utilities | 1.410 | 3.411 |
Energy | 0.580 | 3.673 |
Financial Services | 0.460 | 17.392 |
Real Estate | 0.200 | 2.290 |
Number of long holdings: 122
Number of short holdings: 30
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.82 | 202.25 | -0.13% | |
NVIDIA | US67066G1040 | 7.38 | 112.33 | +1.46% | |
Microsoft | US5949181045 | 7.13 | 385.65 | -0.56% | |
Invesco QQQ Trust | US46090E1038 | 6.67 | 458.09 | +0.13% | |
Amazon.com | US0231351067 | 5.38 | 179.07 | -1.67% | |
Broadcom | US11135F1012 | 3.71 | 179.27 | +0.51% | |
Meta Platforms | US30303M1027 | 3.51 | 520.03 | -2.15% | |
Costco | US22160K1051 | 2.76 | 976.60 | -0.28% | |
Tesla | US88160R1014 | 2.56 | 252.46 | +0.04% | |
Netflix | US64110L1061 | 2.49 | 981.54 | +5.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IA Ecoflex US DAQ Index | 2.26B | -8.73 | 11.55 | 14.79 | ||
IA xtra Class Dividend Growth | 1.69B | 2.83 | 5.48 | 6.74 | ||
IA SRPclMyEduc Dividend Growth | 1.69B | 2.83 | 5.48 | 6.75 | ||
IA xtra Class Fidelity Canadian Opp | 1.67B | -3.95 | 6.43 | 9.46 | ||
IA Ecoflex Fidelity Canadian Opport | 1.67B | -4.16 | 5.49 | 8.50 |
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