Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.93 | 0.93 | 0.00 |
Stocks | 65.32 | 65.32 | 0.00 |
Bonds | 33.70 | 33.79 | 0.09 |
Convertible | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.83 | 18.02 |
Price to Book | 3.32 | 3.06 |
Price to Sales | 2.28 | 2.04 |
Price to Cash Flow | 12.52 | 11.84 |
Dividend Yield | 1.88 | 2.02 |
5 Years Earnings Growth | 10.88 | 11.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.63 | 22.85 |
Healthcare | 15.00 | 13.42 |
Financial Services | 12.57 | 14.96 |
Consumer Cyclical | 11.19 | 10.08 |
Communication Services | 8.87 | 7.18 |
Industrials | 7.00 | 10.86 |
Energy | 6.40 | 5.45 |
Consumer Defensive | 5.11 | 6.33 |
Utilities | 3.21 | 3.03 |
Basic Materials | 2.83 | 3.51 |
Real Estate | 1.21 | 3.57 |
Number of long holdings: 1,454
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.32 | 406.32 | +1.82% | |
Alphabet A | US02079K3059 | 3.88 | 171.95 | +10.22% | |
Apple | US0378331005 | 3.21 | 169.30 | -0.35% | |
Amazon.com | US0231351067 | 2.70 | 179.62 | +3.43% | |
Meta Platforms | US30303M1027 | 1.91 | 443.29 | +0.43% | |
Progressive | US7433151039 | 1.67 | 208.00 | -0.99% | |
UnitedHealth | US91324P1021 | 1.56 | 495.42 | +0.32% | |
Procter&Gamble | US7427181091 | 1.38 | 161.24 | -0.81% | |
Shell | GB00BP6MXD84 | 1.37 | 34.05 | +0.01% | |
JPMorgan | US46625H1005 | 1.35 | 193.50 | +0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
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