Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.840 | 16.970 | 9.130 |
Stocks | 11.790 | 11.790 | 0.000 |
Bonds | 80.190 | 80.190 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.160 | 0.160 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.700 | 16.331 |
Price to Book | 3.592 | 2.457 |
Price to Sales | 2.699 | 1.814 |
Price to Cash Flow | 14.063 | 9.534 |
Dividend Yield | 2.118 | 2.362 |
5 Years Earnings Growth | 11.746 | 10.053 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.330 | 21.826 |
Healthcare | 15.510 | 10.824 |
Financial Services | 13.630 | 17.949 |
Industrials | 13.110 | 10.968 |
Consumer Defensive | 7.750 | 7.521 |
Utilities | 5.550 | 2.939 |
Communication Services | 5.160 | 4.783 |
Energy | 5.130 | 4.841 |
Consumer Cyclical | 4.440 | 10.453 |
Real Estate | 2.700 | 3.263 |
Basic Materials | 2.690 | 4.636 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds ST Bd Fd of Amer R6 | - | 45.07 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 26.01 | - | - | |
American Funds Mortgage R6 | - | 9.98 | - | - | |
American Funds American Mutual R6 | - | 9.02 | - | - | |
American Funds American Balanced R6 | - | 4.99 | - | - | |
American Funds Strategic Bond R-6 | - | 4.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 153.75B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 110.83B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 94.46B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 89.58B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
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