Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 59.210 | 66.860 | 7.650 |
Bonds | 39.220 | 40.390 | 1.170 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.210 | 0.210 | 0.000 |
Other | 1.630 | 8.120 | 6.490 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.896 | 17.462 |
Price to Book | 3.341 | 2.677 |
Price to Sales | 2.128 | 1.940 |
Price to Cash Flow | 13.654 | 11.311 |
Dividend Yield | 1.614 | 2.061 |
5 Years Earnings Growth | 11.605 | 11.527 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.490 | 22.485 |
Financial Services | 14.470 | 15.546 |
Healthcare | 11.670 | 12.000 |
Consumer Cyclical | 10.570 | 10.619 |
Industrials | 9.950 | 11.281 |
Communication Services | 9.310 | 7.035 |
Consumer Defensive | 5.930 | 6.036 |
Energy | 3.320 | 4.227 |
Basic Materials | 3.220 | 4.033 |
Real Estate | 2.620 | 3.970 |
Utilities | 2.450 | 2.767 |
Number of long holdings: 2,752
Number of short holdings: 139
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Gsglpwdl R Sofr P 12/15/25 Gs | - | 3.77 | - | - | |
Us 2yr Note (Cbt) Mar25 Tuh5 | - | 3.75 | - | - | |
Apple | US0378331005 | 3.70 | 229.98 | +0.75% | |
NVIDIA | US67066G1040 | 3.61 | 137.71 | +3.10% | |
Us 5yr Note (Cbt) Mar25 Fvh5 | - | 3.58 | - | - | |
Microsoft | US5949181045 | 3.37 | 429.03 | +1.05% | |
Bcpudeal R Sofr P 11/14/25 Bc | - | 2.85 | - | - | |
Amazon.com | US0231351067 | 2.34 | 225.94 | +2.39% | |
Us 10yr Note (Cbt)mar25 Tyh5 | - | 2.19 | - | - | |
Us Long Bond(Cbt) Mar25 Ush5 | - | 1.67 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Retirement Advantage 2035:II | 935.35M | 10.22 | 4.50 | 7.41 | ||
Putnam Retirement Advantage 2035: 1 | 78.57M | 15.92 | 5.09 | 7.88 | ||
Putnam Retirement Advantage 2035: 2 | 2.25M | 15.83 | 4.99 | 7.77 | ||
Putnam Retirement Advantage 2035: 4 | 3.62M | 15.46 | 4.67 | 7.44 | ||
Putnam Retirement Advantage 2030:II | 814.11M | 7.53 | 2.76 | 6.24 |
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