Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.59 | 3.59 | 0.00 |
Stocks | 96.41 | 96.41 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.20 | 19.75 |
Price to Book | 3.49 | 3.71 |
Price to Sales | 1.85 | 2.37 |
Price to Cash Flow | 13.08 | 13.66 |
Dividend Yield | 1.56 | 1.60 |
5 Years Earnings Growth | 13.00 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 29.16 | 13.70 |
Technology | 27.30 | 26.53 |
Industrials | 14.96 | 10.16 |
Financial Services | 9.53 | 14.26 |
Consumer Cyclical | 7.04 | 10.26 |
Communication Services | 5.61 | 8.18 |
Energy | 3.42 | 4.44 |
Basic Materials | 1.60 | 2.74 |
Consumer Defensive | 1.31 | 6.51 |
Real Estate | 0.06 | 2.37 |
Number of long holdings: 175
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly and Co | - | 10.59 | - | - | |
Microsoft Corp | - | 3.17 | - | - | |
KLA Corp | - | 2.94 | - | - | |
Amgen Inc | - | 2.92 | - | - | |
AstraZeneca PLC ADR | - | 2.88 | - | - | |
Intel | US4581401001 | 2.65 | 31.83 | -0.62% | |
Siemens AG | DE0007236101 | 2.14 | 172.56 | -1.39% | |
Biogen Inc | - | 2.13 | - | - | |
FedEx Corp | - | 2.05 | - | - | |
Alphabet Inc Class A | - | 1.97 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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