Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.14 | 0.14 | 0.00 |
Stocks | 99.86 | 99.86 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 30.94 | 27.75 |
Price to Book | 9.31 | 7.23 |
Price to Sales | 6.39 | 4.70 |
Price to Cash Flow | 21.66 | 19.07 |
Dividend Yield | 0.54 | 0.70 |
5 Years Earnings Growth | 14.92 | 16.11 |
Name | Net % | Category Average |
---|---|---|
Technology | 49.28 | 40.67 |
Consumer Cyclical | 14.94 | 13.63 |
Communication Services | 13.18 | 11.98 |
Healthcare | 6.48 | 11.43 |
Financial Services | 6.24 | 9.30 |
Industrials | 3.43 | 7.05 |
Consumer Defensive | 2.11 | 3.48 |
Basic Materials | 1.61 | 1.71 |
Real Estate | 1.46 | 1.48 |
Energy | 0.90 | 1.45 |
Utilities | 0.35 | 1.17 |
Number of long holdings: 185
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 11.53 | 254.67 | -1.68% | |
NVIDIA | US67066G1040 | 10.69 | 136.35 | -2.56% | |
Microsoft | US5949181045 | 10.55 | 427.96 | -2.32% | |
Amazon.com | US0231351067 | 6.28 | 222.37 | -2.06% | |
Meta Platforms | US30303M1027 | 4.46 | 592.80 | -1.75% | |
Tesla | US88160R1014 | 3.34 | 434.08 | -4.42% | |
Alphabet A | US02079K3059 | 3.16 | 191.31 | -2.20% | |
Alphabet C | US02079K1079 | 2.58 | 192.68 | -2.24% | |
Eli Lilly | US5324571083 | 2.42 | 783.63 | -1.32% | |
Visa A | US92826C8394 | 1.83 | 318.23 | -0.84% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
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