Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 51.07 | 107.08 | 56.01 |
Stocks | 33.74 | 87.56 | 53.82 |
Bonds | 15.19 | 35.83 | 20.64 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.82 | 14.32 |
Price to Book | 2.71 | 2.17 |
Price to Sales | 1.59 | 1.42 |
Price to Cash Flow | 11.32 | 8.42 |
Dividend Yield | 1.94 | 2.94 |
5 Years Earnings Growth | 10.28 | 10.71 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.94 | 21.61 |
Financial Services | 15.37 | 13.32 |
Industrials | 13.71 | 11.96 |
Healthcare | 11.27 | 11.70 |
Consumer Cyclical | 9.35 | 11.28 |
Consumer Defensive | 8.09 | 5.69 |
Communication Services | 5.83 | 6.45 |
Basic Materials | 5.29 | 4.48 |
Energy | 4.36 | 6.84 |
Utilities | 2.99 | 2.27 |
Real Estate | 2.79 | 4.39 |
Number of long holdings: 1,047
Number of short holdings: 65
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ibex Index Future Feb 16 24 | ES0B00129899 | 2.92 | - | - | |
Ftse Mib Index Future Mar 15 24 | IT0020781396 | 2.57 | - | - | |
Xu030 - National 30 Index Future Feb 29 24 | TRVXIST03Y44 | 2.47 | - | - | |
Microsoft | US5949181045 | 2.39 | 427.99 | +2.20% | |
10 Year Treasury Note Future Mar 24 | - | 2.26 | - | - | |
Future on Nifty 50 | - | 1.76 | - | - | |
Apple | US0378331005 | 1.61 | 235.06 | +0.94% | |
2 Year Treasury Note Future Mar 24 | - | 1.52 | - | - | |
Omxs30 Index Future Feb 16 24 | SE0020639094 | 1.20 | - | - | |
Meta Platforms | US30303M1027 | 1.18 | 573.54 | +1.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Lifetime Income A | 192.76M | 7.85 | 2.04 | 4.34 | ||
MFS Global Alternative Strategy A | 28.19M | 2.50 | 3.31 | 2.83 | ||
MFS Lifetime Income C | 17.21M | 7.17 | 1.25 | 3.56 | ||
MFS Lifetime Income R4 | 16.43M | 7.97 | 2.27 | 4.60 |
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