![Dollar edges higher; inflation data and political debate loom](https://i-invdn-com.investing.com/news/LYNXMPECAD01M_S.jpg)
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.29 | 2.29 | 0.00 |
Stocks | 88.19 | 88.19 | 0.00 |
Preferred | 9.53 | 9.53 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.71 | 15.14 |
Price to Book | 2.73 | 2.39 |
Price to Sales | 2.34 | 1.61 |
Price to Cash Flow | 11.84 | 10.07 |
Dividend Yield | 2.73 | 2.64 |
5 Years Earnings Growth | 7.87 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.54 | 20.54 |
Healthcare | 18.18 | 15.21 |
Energy | 11.47 | 8.57 |
Industrials | 10.67 | 11.90 |
Technology | 10.53 | 12.39 |
Consumer Defensive | 10.07 | 8.53 |
Utilities | 6.51 | 5.08 |
Consumer Cyclical | 3.79 | 6.43 |
Real Estate | 3.71 | 3.56 |
Basic Materials | 2.36 | 3.91 |
Communication Services | 2.16 | 5.44 |
Number of long holdings: 82
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.67 | 198.07 | -0.41% | |
Chevron | US1667641005 | 3.60 | 158.46 | -0.53% | |
Morgan Stanley | US6174464486 | 3.25 | 97.80 | +0.72% | |
J&J | US4781601046 | 2.81 | 147.19 | -1.29% | |
Bank of America | US0605051046 | 2.76 | 39.38 | -1.60% | |
P&G | US7427181091 | 2.68 | 166.92 | -0.91% | |
Oracle | US68389X1054 | 2.28 | 139.17 | -0.51% | |
Broadcom | US11135F1012 | 2.18 | 1,580.78 | -0.72% | |
Duke Energy | US26441C2044 | 2.17 | 100.20 | -1.29% | |
HCA | US40412C1018 | 2.11 | 340.45 | -0.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.07B | 2.85 | 3.61 | 4.77 | ||
Templeton Growth A | 8.18B | 7.71 | 3.26 | 3.51 | ||
Templeton Growth Adv | 189.6M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.04M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 293.11M | 7.84 | 3.57 | 3.85 |
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