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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.370 | 5.370 | 0.000 |
Stocks | 79.910 | 79.910 | 0.000 |
Bonds | 14.670 | 14.680 | 0.010 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.660 | 17.324 |
Price to Book | 2.624 | 2.639 |
Price to Sales | 1.841 | 1.909 |
Price to Cash Flow | 11.582 | 11.274 |
Dividend Yield | 1.930 | 2.167 |
5 Years Earnings Growth | 11.523 | 11.425 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.550 | 21.913 |
Financial Services | 15.130 | 15.798 |
Healthcare | 13.790 | 11.792 |
Industrials | 11.300 | 11.162 |
Consumer Cyclical | 9.890 | 10.363 |
Communication Services | 6.570 | 6.652 |
Consumer Defensive | 6.140 | 6.722 |
Energy | 3.980 | 4.657 |
Basic Materials | 3.570 | 3.914 |
Real Estate | 3.320 | 3.986 |
Utilities | 2.760 | 3.042 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 45.24 | - | - | |
Schwab International Index | - | 19.94 | - | - | |
Schwab Small Cap Index | - | 15.11 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 14.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderate Index | 791.65M | 12.34 | 4.89 | 7.23 | ||
KS Advisor Disciplined Growth A | 10.24 | 10.16 | 12.18 |
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