Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.17 | 7.01 | 4.84 |
Stocks | 85.54 | 85.54 | 0.00 |
Bonds | 12.24 | 15.72 | 3.48 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.97 | 17.14 |
Price to Book | 2.26 | 2.63 |
Price to Sales | 1.53 | 1.87 |
Price to Cash Flow | 9.33 | 11.10 |
Dividend Yield | 2.39 | 2.07 |
5 Years Earnings Growth | 11.19 | 11.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.26 | 22.64 |
Financial Services | 12.72 | 15.28 |
Healthcare | 12.41 | 12.38 |
Consumer Cyclical | 11.16 | 10.74 |
Industrials | 10.52 | 11.29 |
Real Estate | 8.39 | 3.66 |
Communication Services | 7.34 | 6.86 |
Consumer Defensive | 5.44 | 6.14 |
Energy | 4.03 | 4.27 |
Basic Materials | 3.99 | 4.14 |
Utilities | 1.73 | 2.60 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 19.84 | - | - | |
Schwab International Opportunities | - | 12.50 | - | - | |
Schwab® International Core Equity | - | 9.19 | - | - | |
Schwab Select Large Cap Growth | - | 6.91 | - | - | |
Dodge & Cox Stock I | - | 6.12 | - | - | |
Schwab Global Real Estate | - | 5.65 | - | - | |
Schwab Fundamental US Large Company Idx | - | 4.95 | - | - | |
Schwab Small-Cap Equity | - | 4.71 | - | - | |
ClearBridge Large Cap Growth IS | - | 4.54 | - | - | |
Schwab Core Equity | - | 4.33 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.17B | 1.96 | -2.25 | - | ||
Schwab Treasury Infl Protected Sec | 2.43B | 3.11 | -1.60 | 2.17 | ||
Schwab Target 2040 | 1.2B | 12.15 | 3.16 | 7.60 | ||
Schwab Target 2030 | 998.77M | 10.02 | 2.37 | 6.64 | ||
US80850L7837 | 1B | 13.83 | 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