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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.90 | 2.90 | 0.00 |
Stocks | 97.04 | 98.52 | 1.48 |
Bonds | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.82 | 20.68 |
Price to Book | 4.22 | 3.84 |
Price to Sales | 2.81 | 2.59 |
Price to Cash Flow | 15.20 | 14.10 |
Dividend Yield | 1.46 | 1.58 |
5 Years Earnings Growth | 12.13 | 12.07 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.31 | 28.19 |
Financial Services | 12.88 | 16.74 |
Healthcare | 12.23 | 13.18 |
Consumer Cyclical | 9.77 | 9.94 |
Communication Services | 8.78 | 8.15 |
Industrials | 7.56 | 8.54 |
Consumer Defensive | 6.00 | 5.69 |
Energy | 3.55 | 3.61 |
Utilities | 2.55 | 2.34 |
Real Estate | 2.36 | 2.41 |
Basic Materials | 2.00 | 2.79 |
Number of long holdings: 654
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.95 | 233.02 | +0.74% | |
Microsoft | US5949181045 | 6.44 | 416.65 | -0.59% | |
NVIDIA | US67066G1040 | 6.07 | 130.73 | -5.32% | |
Amazon.com | US0231351067 | 3.31 | 186.96 | -0.31% | |
Meta Platforms | US30303M1027 | 2.38 | 583.44 | -1.18% | |
Alphabet A | US02079K3059 | 1.99 | 164.93 | -0.02% | |
Berkshire Hathaway B | US0846707026 | 1.78 | 462.72 | +0.60% | |
Alphabet C | US02079K1079 | 1.67 | 166.33 | -0.01% | |
Eli Lilly | US5324571083 | 1.58 | 912.11 | -1.87% | |
Broadcom | US11135F1012 | 1.43 | 174.92 | -4.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 9.47M | 12.38 | 8.78 | 12.07 | ||
Fidelity Index World Fund P Accumul | 6.86B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund P Accumulati | 4.23B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 118.94M | 6.53 | 8.20 | 10.74 | ||
Fidelity European Acc | 558.32M | 2.62 | 11.44 | 9.52 |
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