
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.87 | 1.87 | 0.00 |
Stocks | 98.13 | 98.13 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.14 | 15.67 |
Price to Book | 2.32 | 2.49 |
Price to Sales | 1.78 | 1.71 |
Price to Cash Flow | 10.29 | 10.60 |
Dividend Yield | 2.99 | 2.51 |
5 Years Earnings Growth | 7.62 | 9.11 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.31 | 21.44 |
Healthcare | 14.13 | 15.13 |
Technology | 12.60 | 12.88 |
Industrials | 11.65 | 11.91 |
Consumer Defensive | 10.32 | 8.14 |
Energy | 9.79 | 7.54 |
Utilities | 8.05 | 5.21 |
Consumer Cyclical | 5.28 | 6.81 |
Basic Materials | 2.65 | 3.43 |
Communication Services | 2.56 | 5.54 |
Real Estate | 1.66 | 3.45 |
Number of long holdings: 206
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.75 | 188.24 | -1.57% | |
JPMorgan | US46625H1005 | 4.50 | 251.13 | +1.24% | |
J&J | US4781601046 | 2.74 | 161.04 | -1.38% | |
Merck&Co | US58933Y1055 | 2.66 | 87.87 | -4.81% | |
ConocoPhillips | US20825C1045 | 2.22 | 102.55 | +0.35% | |
Cisco | US17275R1023 | 2.14 | 60.99 | +0.03% | |
Bank of America | US0605051046 | 2.13 | 43.29 | +0.50% | |
Gilead | US3755581036 | 1.92 | 107.89 | +1.08% | |
Pfizer | US7170811035 | 1.79 | 25.55 | -2.26% | |
P&G | US7427181091 | 1.39 | 162.85 | -1.69% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - |
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