
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.19 | 0.23 | 0.04 |
Stocks | 97.03 | 97.03 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 2.68 | 2.68 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.84 | 28.44 |
Price to Book | 7.58 | 7.41 |
Price to Sales | 4.24 | 4.85 |
Price to Cash Flow | 14.93 | 19.39 |
Dividend Yield | 0.44 | 0.68 |
5 Years Earnings Growth | 12.44 | 14.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 50.61 | 40.46 |
Communication Services | 19.97 | 12.53 |
Consumer Cyclical | 14.30 | 14.53 |
Financial Services | 5.29 | 9.43 |
Healthcare | 4.76 | 10.61 |
Industrials | 2.74 | 6.91 |
Consumer Defensive | 1.14 | 3.35 |
Utilities | 0.97 | 1.17 |
Basic Materials | 0.21 | 1.62 |
Number of long holdings: 202
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 12.77 | 115.74 | +6.42% | |
Microsoft | US5949181045 | 8.21 | 383.27 | +0.74% | |
Meta Platforms | US30303M1027 | 6.14 | 619.56 | +2.29% | |
Amazon.com | US0231351067 | 5.55 | 198.89 | +1.17% | |
Apple | US0378331005 | 5.40 | 216.98 | -1.75% | |
Broadcom | US11135F1012 | 4.68 | 194.23 | +2.18% | |
Alphabet C | US02079K1079 | 4.35 | 169.00 | +1.82% | |
Roku | US77543R1023 | 3.17 | 70.96 | +1.90% | |
Tesla | US88160R1014 | 2.33 | 248.09 | +7.59% | |
Visa A | US92826C8394 | 2.15 | 332.84 | +0.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Fidelity Contrafund | 128.94B | 3.52 | 17.24 | 15.17 | ||
Fidelity Contrafund K | 128.94B | 3.55 | 17.32 | 15.27 | ||
Fidelity Total Market Index Instl b | 106.34B | 1.12 | 11.54 | 12.30 | ||
Fidelity Blue Chip Growth | 61.8B | -2.84 | 15.11 | 17.11 |
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