Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.600 | 1.280 | 0.680 |
Stocks | 99.370 | 99.370 | 0.000 |
Bonds | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.196 | 14.655 |
Price to Book | 1.861 | 1.633 |
Price to Sales | 1.194 | 1.167 |
Price to Cash Flow | 5.682 | 6.747 |
Dividend Yield | 4.471 | 3.709 |
5 Years Earnings Growth | 5.440 | 10.677 |
Name | Net % | Category Average |
---|---|---|
Energy | 53.020 | 33.066 |
Basic Materials | 46.980 | 54.967 |
Number of long holdings: 76
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil Corp | - | 8.64 | - | - | |
Rio Tinto PLC | GB0007188757 | 7.45 | 5,785.0 | +2.41% | |
Shell | GB00BP6MXD84 | 6.06 | 32.90 | -0.66% | |
Freeport-McMoRan Inc | - | 5.47 | - | - | |
BHP Group Ltd | AU000000BHP4 | 5.35 | 44.890 | +0.79% | |
TotalEnergies SE | FR0000120271 | 4.81 | 66.95 | +0.74% | |
EOG Resources Inc | - | 3.20 | - | - | |
Marathon Petroleum Corp | - | 2.91 | - | - | |
Canadian Natural Resources Ltd | - | 2.78 | - | - | |
Vale SA ADR | - | 2.59 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2Q5DR06 | 1.29B | 8.85 | 11.13 | 15.87 | ||
GB00B8DB5B19 | 733.32M | 7.15 | 9.96 | 10.11 | ||
JPM Equity Income C Net Income | 733.32M | 5.65 | 8.33 | 9.80 | ||
JPM US Small Cap Growth C Net Inc | 197.99M | 10.70 | -3.72 | 11.59 |
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