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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.210 | 5.210 | 0.000 |
Stocks | 80.110 | 80.110 | 0.000 |
Bonds | 14.630 | 14.660 | 0.030 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.298 | 17.325 |
Price to Book | 2.668 | 2.569 |
Price to Sales | 1.933 | 1.886 |
Price to Cash Flow | 11.986 | 11.149 |
Dividend Yield | 1.934 | 2.234 |
5 Years Earnings Growth | 10.792 | 10.790 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.690 | 21.618 |
Financial Services | 15.420 | 16.336 |
Healthcare | 13.000 | 11.182 |
Industrials | 11.480 | 11.000 |
Consumer Cyclical | 10.050 | 10.431 |
Communication Services | 6.780 | 6.612 |
Consumer Defensive | 5.970 | 6.791 |
Energy | 3.790 | 4.661 |
Basic Materials | 3.610 | 3.979 |
Real Estate | 3.330 | 4.173 |
Utilities | 2.870 | 3.218 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 44.99 | - | - | |
Schwab International Index | - | 19.90 | - | - | |
Schwab Small Cap Index | - | 15.57 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 14.73 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderate Index | 808.62M | 13.84 | 4.61 | 7.06 | ||
KS Advisor Disciplined Growth A | 27.95 | 7.93 | 12.57 |
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