Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.420 | 2.900 | 0.480 |
Stocks | 50.300 | 54.770 | 4.470 |
Bonds | 47.270 | 47.270 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.841 | 19.941 |
Price to Book | 4.299 | 3.852 |
Price to Sales | 2.459 | 2.579 |
Price to Cash Flow | 15.645 | 13.828 |
Dividend Yield | 2.312 | 1.707 |
5 Years Earnings Growth | 9.036 | 11.329 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.930 | 29.712 |
Healthcare | 19.170 | 14.031 |
Industrials | 16.350 | 9.075 |
Consumer Defensive | 14.400 | 7.695 |
Financial Services | 10.950 | 11.581 |
Consumer Cyclical | 8.010 | 10.328 |
Utilities | 7.710 | 3.219 |
Energy | 2.110 | 3.461 |
Basic Materials | 0.730 | 2.074 |
Communication Services | 0.640 | 7.177 |
Real Estate | 0.010 | 1.648 |
Number of long holdings: 51
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SPDR Barclays Intermediate Term Corporate Bond | US78464A3757 | 16.70 | 32.95 | +0.06% | |
SPDR Short Term Corp Bond | US78464A4748 | 9.56 | 29.91 | -0.03% | |
iShares MBS | US4642885887 | 9.52 | 92.60 | +0.21% | |
VanEck Fallen Angel HiYld Bd ETF | - | 4.76 | - | - | |
SPDR Long Term Credit Bond | US78464A3674 | 4.74 | 22.81 | +0.09% | |
Vanguard Dividend Appreciation | US9219088443 | 4.64 | 202.46 | +0.73% | |
Spx Call 4750 12/20/24 | - | 4.63 | - | - | |
iShares Core Dividend Growth ETF | - | 4.62 | - | - | |
Microsoft | US5949181045 | 4.09 | 417.00 | +1.00% | |
Schwab US Dividend Equity | US8085247976 | 3.92 | 29.35 | +1.28% |
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