Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.72 | 1.88 | 1.16 |
Stocks | 98.86 | 98.86 | 0.00 |
Other | 0.42 | 0.42 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.00 | 15.71 |
Price to Book | 1.62 | 1.77 |
Price to Sales | 1.54 | 1.62 |
Price to Cash Flow | 9.53 | 9.05 |
Dividend Yield | 2.17 | 2.53 |
5 Years Earnings Growth | 14.52 | 11.93 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.64 | 21.56 |
Consumer Cyclical | 17.18 | 14.85 |
Financial Services | 12.39 | 19.46 |
Industrials | 10.56 | 12.25 |
Communication Services | 8.13 | 7.20 |
Healthcare | 5.84 | 5.57 |
Real Estate | 3.54 | 4.62 |
Consumer Defensive | 3.40 | 5.38 |
Basic Materials | 3.18 | 5.81 |
Energy | 2.63 | 2.25 |
Utilities | 2.52 | 2.35 |
Number of long holdings: 101
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 9.75 | 921.00 | -0.11% | |
Samsung Electronics Co Pref | KR7005931001 | 5.14 | 62,900 | +0.80% | |
Tencent Holdings | KYG875721634 | 4.24 | 377.00 | -1.10% | |
Sony | JP3435000009 | 2.60 | 12,645.0 | -0.39% | |
Orix T | JP3200450009 | 2.59 | 3,393.0 | +0.86% | |
AIA Group | HK0000069689 | 2.50 | 55.20 | -0.54% | |
Shin-Etsu Chemical | JP3371200001 | 2.43 | 6,093.0 | +2.52% | |
Denso Corp. | JP3551500006 | 2.36 | 2,382.5 | +1.77% | |
Hitachi | JP3788600009 | 2.26 | 16,660.0 | -0.39% | |
Sea | US81141R1005 | 2.26 | 75.63 | +0.94% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 12.34 | 9.59 | 12.55 |
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