Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.36 | 0.36 | 0.00 |
Stocks | 99.64 | 99.64 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.57 | 19.91 |
Price to Book | 4.34 | 3.84 |
Price to Sales | 2.88 | 2.52 |
Price to Cash Flow | 15.59 | 14.06 |
Dividend Yield | 1.42 | 1.58 |
5 Years Earnings Growth | 11.84 | 11.89 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.98 | 27.64 |
Financial Services | 12.47 | 14.12 |
Healthcare | 11.62 | 13.36 |
Consumer Cyclical | 10.28 | 10.13 |
Communication Services | 8.87 | 8.17 |
Industrials | 7.58 | 9.80 |
Consumer Defensive | 5.87 | 6.40 |
Energy | 3.32 | 4.05 |
Utilities | 2.67 | 2.71 |
Real Estate | 2.34 | 2.42 |
Basic Materials | 2.00 | 2.62 |
Number of long holdings: 508
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.25 | 229.00 | +0.32% | |
Microsoft | US5949181045 | 6.55 | 415.49 | -0.55% | |
NVIDIA | US67066G1040 | 6.12 | 145.89 | -0.76% | |
Amazon.com | US0231351067 | 3.56 | 202.88 | -0.85% | |
Meta Platforms | US30303M1027 | 2.56 | 565.52 | +0.79% | |
Alphabet A | US02079K3059 | 1.99 | 175.98 | -1.20% | |
Berkshire Hathaway B | US0846707026 | 1.73 | 468.83 | -0.01% | |
Alphabet C | US02079K1079 | 1.64 | 177.33 | -1.25% | |
Broadcom | US11135F1012 | 1.64 | 163.25 | -1.27% | |
Tesla | US88160R1014 | 1.49 | 342.03 | -1.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
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