Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.70 | 4.70 | 0.00 |
Stocks | 60.05 | 60.05 | 0.00 |
Bonds | 35.23 | 35.23 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.41 | 18.57 |
Price to Book | 2.20 | 3.12 |
Price to Sales | 1.45 | 2.14 |
Price to Cash Flow | 10.09 | 12.08 |
Dividend Yield | 2.38 | 2.02 |
5 Years Earnings Growth | 11.19 | 11.35 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.88 | 23.57 |
Financial Services | 14.74 | 14.93 |
Industrials | 10.51 | 10.48 |
Healthcare | 10.37 | 13.28 |
Consumer Cyclical | 10.24 | 9.84 |
Real Estate | 7.73 | 4.28 |
Communication Services | 7.20 | 7.30 |
Consumer Defensive | 5.90 | 6.20 |
Energy | 4.71 | 5.43 |
Basic Materials | 4.13 | 3.50 |
Utilities | 2.58 | 3.12 |
Number of long holdings: 14
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Aggregate Bond Index | - | 34.93 | - | - | |
Schwab® S&P 500 Index | - | 18.66 | - | - | |
Schwab International Index | - | 9.10 | - | - | |
Schwab Fundamental US Large Company Idx | - | 9.05 | - | - | |
Schwab ® US Large-Cap Growth Idx | - | 5.51 | - | - | |
Schwab Small Cap Index | - | 4.22 | - | - | |
Schwab Fundamental Intl Equity Index Fd | - | 3.94 | - | - | |
Schwab U.S. REIT | US8085248479 | 3.02 | 22.96 | -1.08% | |
Schwab Fundamental Intl Sm Eq Idx | - | 2.50 | - | - | |
Schwab Fundamental Emerging Mkts Eq Idx | - | 2.47 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 101.8B | 19.49 | 9.34 | 12.93 | ||
Schwab Total Stock Market Index | 25.23B | 18.17 | 7.69 | 12.25 | ||
Schwab 1000 Index | 17.21B | 18.70 | 8.17 | 12.47 | ||
Schwab International Index | 10.2B | 12.28 | 4.31 | 5.27 | ||
Schwab Fundamental US Large Company | 9.49B | 15.53 | 10.26 | 11.44 |
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