Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.770 | 16.890 | 9.120 |
Stocks | 11.390 | 11.390 | 0.000 |
Bonds | 80.690 | 80.690 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.150 | 0.150 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.123 | 16.524 |
Price to Book | 3.529 | 2.417 |
Price to Sales | 2.682 | 1.776 |
Price to Cash Flow | 14.181 | 9.554 |
Dividend Yield | 2.246 | 2.400 |
5 Years Earnings Growth | 10.334 | 9.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.800 | 21.143 |
Healthcare | 17.050 | 11.296 |
Industrials | 15.350 | 10.936 |
Financial Services | 14.160 | 18.003 |
Consumer Defensive | 8.170 | 7.930 |
Energy | 5.830 | 5.181 |
Utilities | 4.870 | 2.881 |
Consumer Cyclical | 4.780 | 10.326 |
Communication Services | 4.300 | 4.329 |
Basic Materials | 2.970 | 4.519 |
Real Estate | 2.720 | 3.457 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds ST Bd Fd of Amer R6 | - | 44.99 | - | - | |
American Funds Interm Bd Fd of Amer R6 | - | 26.01 | - | - | |
American Funds Mortgage R6 | - | 10.02 | - | - | |
American Funds American Mutual R6 | - | 9.00 | - | - | |
American Funds American Balanced R6 | - | 5.00 | - | - | |
American Funds Strategic Bond R-6 | - | 4.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 142.32B | 12.00 | 5.78 | 12.75 | ||
American Funds American Balanced A | 106.23B | 5.79 | 4.12 | 7.77 | ||
American Funds Invmt Co of Amer A | 88.45B | 10.75 | 10.07 | 11.06 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 8.80 | 4.41 | 10.27 | ||
American Funds Washington Mutual A | 84.7B | 8.34 | 8.88 | 10.97 |
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