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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.320 | 1.570 | 1.250 |
Stocks | 99.500 | 99.500 | 0.000 |
Other | 0.180 | 0.180 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.254 | 13.308 |
Price to Book | 1.531 | 1.959 |
Price to Sales | 0.966 | 1.310 |
Price to Cash Flow | 6.537 | 8.454 |
Dividend Yield | 3.507 | 2.447 |
5 Years Earnings Growth | 8.562 | 11.026 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.910 | 17.135 |
Technology | 13.080 | 17.565 |
Consumer Cyclical | 11.000 | 11.313 |
Communication Services | 9.140 | 7.123 |
Industrials | 8.900 | 10.859 |
Healthcare | 8.610 | 9.744 |
Consumer Defensive | 5.740 | 7.972 |
Energy | 5.240 | 6.350 |
Basic Materials | 4.740 | 6.902 |
Utilities | 4.130 | 5.017 |
Real Estate | 3.510 | 2.240 |
Number of long holdings: 725
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.72 | 234.97 | +0.90% | |
Novartis | CH0012005267 | 1.08 | 91.93 | 0.00% | |
Meta Platforms | US30303M1027 | 1.07 | 573.28 | +1.45% | |
Visa A | US92826C8394 | 1.03 | 311.82 | -0.44% | |
JPMorgan | US46625H1005 | 1.01 | 249.97 | -0.13% | |
Mastercard | US57636Q1040 | 0.94 | 528.48 | +0.36% | |
Roche Holding Participation | CH0012032048 | 0.83 | 251.40 | -0.83% | |
Colgate-Palmolive | US1941621039 | 0.80 | 96.59 | +1.31% | |
Booking | US09857L1089 | 0.79 | 5,214.72 | +2.07% | |
Exxon Mobil | US30231G1022 | 0.78 | 117.97 | -1.67% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FirstChoice WS Inv CFS WS Geared Sh | 4.72B | 24.50 | 7.27 | 14.60 | ||
FirstChoice WS Inv FirstChoice WS M | 4.7B | 9.99 | 3.62 | 5.69 | ||
CFS FC W PSup FirstChoice W Moderat | 4.7B | 8.88 | 3.41 | 5.31 | ||
CFS FC W Pen FirstChoice W Moderate | 4.7B | 10.10 | 3.88 | 5.96 | ||
CFS FC ESup FirstChoice Moderate Se | 4.7B | 9.32 | 3.83 | 5.43 |
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