Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.36 | 0.40 | 0.04 |
Stocks | 97.06 | 97.06 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 2.47 | 2.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.14 | 27.76 |
Price to Book | 6.81 | 7.25 |
Price to Sales | 3.85 | 4.72 |
Price to Cash Flow | 17.03 | 19.11 |
Dividend Yield | 0.48 | 0.69 |
5 Years Earnings Growth | 15.77 | 16.03 |
Name | Net % | Category Average |
---|---|---|
Technology | 50.47 | 40.62 |
Communication Services | 18.89 | 11.98 |
Consumer Cyclical | 13.48 | 13.69 |
Healthcare | 6.75 | 11.37 |
Financial Services | 5.35 | 9.32 |
Industrials | 2.47 | 7.09 |
Consumer Defensive | 1.20 | 3.48 |
Utilities | 1.13 | 1.18 |
Basic Materials | 0.26 | 1.72 |
Number of long holdings: 199
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 13.45 | 149.43 | +3.43% | |
Microsoft | US5949181045 | 8.43 | 427.85 | +1.06% | |
Meta Platforms | US30303M1027 | 6.34 | 630.20 | +4.23% | |
Apple | US0378331005 | 5.20 | 245.00 | +0.67% | |
Amazon.com | US0231351067 | 5.02 | 227.61 | +1.53% | |
Alphabet C | US02079K1079 | 4.20 | 197.96 | +2.50% | |
Broadcom | US11135F1012 | 3.46 | 236.41 | +1.66% | |
Roku | US77543R1023 | 2.53 | 79.91 | +3.27% | |
Eli Lilly | US5324571083 | 2.27 | 765.10 | -2.16% | |
Visa A | US92826C8394 | 2.13 | 313.04 | -0.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 28.05 | 11.42 | 13.34 | ||
Fidelity Contrafund | 140.4B | 37.26 | 11.61 | 15.33 | ||
Fidelity Contrafund K | 12.59B | 37.40 | 11.71 | 15.44 | ||
Fidelity Total Market Index Instl b | 104.68B | 27.73 | 10.41 | 12.84 | ||
Fidelity Blue Chip Growth | 67.04B | 37.89 | 9.30 | 17.88 |
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