Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.01 | 100.01 | 0.00 |
Bonds | 0.08 | 0.08 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.43 | 17.92 |
Price to Book | 3.17 | 3.01 |
Price to Sales | 2.30 | 2.20 |
Price to Cash Flow | 13.67 | 12.28 |
Dividend Yield | 1.91 | 2.05 |
5 Years Earnings Growth | 10.68 | 11.33 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.50 | 23.50 |
Financial Services | 15.84 | 16.13 |
Healthcare | 10.84 | 13.55 |
Consumer Cyclical | 10.46 | 10.46 |
Industrials | 10.23 | 11.59 |
Communication Services | 7.89 | 7.64 |
Consumer Defensive | 6.10 | 7.80 |
Energy | 3.97 | 3.65 |
Basic Materials | 3.22 | 4.14 |
Utilities | 2.69 | 2.73 |
Real Estate | 2.26 | 2.81 |
Number of long holdings: 1,576
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.88 | 254.49 | +1.88% | |
NVIDIA | US67066G1040 | 4.54 | 134.70 | +3.08% | |
Microsoft | US5949181045 | 4.08 | 436.60 | -0.10% | |
Amazon.com | US0231351067 | 2.66 | 224.92 | +0.73% | |
Meta Platforms | US30303M1027 | 1.70 | 585.25 | -1.73% | |
E-mini S&P 500 Future Dec 24 | - | 1.56 | - | - | |
Alphabet A | US02079K3059 | 1.36 | 191.41 | +1.54% | |
Tesla | US88160R1014 | 1.31 | 421.06 | -3.46% | |
Alphabet C | US02079K1079 | 1.17 | 192.96 | +1.72% | |
JPMorgan | US46625H1005 | 0.97 | 237.60 | +1.99% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 9.36M | 21.25 | 10.03 | 12.31 | ||
Fidelity Index US Fund Class A Acc | 3.88M | 26.83 | 12.16 | 15.03 | ||
Fidelity Index US Fund P Accumulati | 4.41B | 27.11 | 12.42 | 15.30 | ||
Fidelity European Acc | 506.92M | -0.30 | 4.47 | 8.78 | ||
Fidelity European Fund W Acc | 2.65B | 6.52 | 8.19 | 10.75 |
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