Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.16 | 6.44 | 1.28 |
Shares | 94.40 | 94.40 | 0.00 |
Preferred | 0.44 | 0.44 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.86 | 11.64 |
Price to Book | 1.67 | 1.39 |
Price to Sales | 1.31 | 0.94 |
Price to Cash Flow | 7.69 | 5.98 |
Dividend Yield | 3.54 | 3.89 |
5 Years Earnings Growth | 9.37 | 9.55 |
Name | Net % | Category Average |
---|---|---|
Industrials | 20.19 | 14.27 |
Financial Services | 17.83 | 20.25 |
Consumer Cyclical | 15.43 | 11.67 |
Technology | 11.26 | 8.56 |
Basic Materials | 10.19 | 7.80 |
Healthcare | 8.75 | 10.55 |
Consumer Defensive | 5.68 | 9.25 |
Energy | 4.61 | 7.49 |
Communication Services | 4.25 | 6.10 |
Utilities | 1.06 | 3.43 |
Real Estate | 0.73 | 1.81 |
Number of long holdings: 241
Number of short holdings: 21
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 1.98 | 867.00 | -0.91% | |
Ryanair Holdings PLC ADR | - | 1.83 | - | - | |
Tencent Holdings Ltd | - | 1.77 | - | - | |
Airbus Group | NL0000235190 | 1.45 | 159.12 | -1.34% | |
Roche Holding Participation | CH0012032048 | 1.32 | 230.40 | -0.73% | |
Alibaba Group Holding Ltd Ordinary Shares | - | 1.32 | - | - | |
BP | GB0007980591 | 1.25 | 483.00 | +0.09% | |
Relx | GB00B2B0DG97 | 1.13 | 3,520.00 | +0.86% | |
SAP | DE0007164600 | 1.08 | 180.060 | -0.72% | |
Novo Nordisk B | DK0062498333 | 1.04 | 928.8 | -0.92% |
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