Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.260 | 4.260 | 0.000 |
Stocks | 43.760 | 43.760 | 0.000 |
Bonds | 51.980 | 53.450 | 1.470 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.272 | 17.119 |
Price to Book | 3.856 | 2.660 |
Price to Sales | 1.781 | 1.817 |
Price to Cash Flow | 13.096 | 10.757 |
Dividend Yield | 1.468 | 2.347 |
5 Years Earnings Growth | 12.987 | 10.622 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.160 | 17.004 |
Financial Services | 12.150 | 18.282 |
Consumer Cyclical | 11.800 | 9.408 |
Healthcare | 11.470 | 10.636 |
Communication Services | 10.230 | 6.211 |
Consumer Defensive | 8.010 | 7.364 |
Industrials | 6.930 | 12.716 |
Energy | 4.800 | 6.804 |
Real Estate | 2.190 | 4.339 |
Utilities | 0.810 | 3.812 |
Basic Materials | 0.450 | 5.078 |
Number of long holdings: 569
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
2 Year Treasury Note Future Sept 24 | - | 10.08 | - | - | |
Us 5Yr Note (Cbt) Sep24 Xcbt 20240930 | - | 6.39 | - | - | |
NVIDIA | US67066G1040 | 2.98 | 126.57 | -3.22% | |
Microsoft | US5949181045 | 2.74 | 449.78 | +0.92% | |
Apple | US0378331005 | 2.29 | 207.49 | -1.04% | |
Amazon.com | US0231351067 | 2.03 | 189.08 | +1.60% | |
Federal National Mortgage Association 5.5% | - | 1.40 | - | - | |
Alphabet C | US02079K1079 | 1.24 | 180.26 | +1.43% | |
Alphabet A | US02079K3059 | 1.18 | 179.63 | +1.89% | |
Meta Platforms | US30303M1027 | 1.17 | 494.78 | -1.38% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Balanced ETF Portfolio A | 9.08B | 5.31 | 2.72 | 4.88 | ||
BMO Balanced ETF Portfolio Advisor | 9.08B | 5.31 | 2.72 | 4.88 | ||
BMO Balanced ETF Portfolio F | 9.08B | 5.79 | 3.86 | 6.05 | ||
BMO Balanced ETF Portfolio T6 | 9.08B | 5.31 | 2.72 | 4.89 | ||
BMO Monthly Income T6 | 5.55B | 2.85 | 2.44 | 4.91 |
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