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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 21.62 | 31.65 | 10.03 |
Stocks | 1.07 | 8.04 | 6.97 |
Bonds | 75.12 | 75.23 | 0.11 |
Convertible | 0.24 | 0.24 | 0.00 |
Preferred | 0.48 | 0.48 | 0.00 |
Other | 1.47 | 1.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.98 | 16.72 |
Price to Book | 2.17 | 2.62 |
Price to Sales | 1.10 | 1.75 |
Price to Cash Flow | 6.18 | 10.16 |
Dividend Yield | 2.08 | 2.49 |
5 Years Earnings Growth | 10.85 | 10.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.33 | 23.20 |
Consumer Cyclical | 22.22 | 10.71 |
Basic Materials | 14.58 | 4.70 |
Healthcare | 13.97 | 11.14 |
Energy | 11.20 | 5.79 |
Communication Services | 8.97 | 7.81 |
Financial Services | 8.08 | 14.43 |
Real Estate | 2.68 | 4.21 |
Utilities | 1.44 | 2.88 |
Consumer Defensive | -1.39 | 7.15 |
Industrials | -12.09 | 10.50 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR® Portfolio Short Term Treasury ETF | - | 15.64 | - | - | |
Vanguard Short-Term Government Bond | US92206C1027 | 12.10 | 59.11 | +0.14% | |
Stone Ridge Diversified Alternatives I | - | 10.00 | - | - | |
Schwab Short Term US Treasury | US8085248628 | 7.82 | 49.05 | +0.14% | |
Schwab US TIPS | US8085248701 | 6.41 | 53.67 | +0.28% | |
JPMorgan Short Duration Core Plus I | - | 6.08 | - | - | |
BlackRock Short Duration Bond ETF | - | 4.04 | - | - | |
JPMorgan Ultra-Short Income ETF | - | 4.03 | - | - | |
JPMorgan Unconstrained Debt I | - | 3.80 | - | - | |
JPMorgan Income I | - | 3.80 | - | - |
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