Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.280 | 3.200 | 0.920 |
Shares | 83.480 | 83.480 | 0.000 |
Bonds | 13.200 | 13.240 | 0.040 |
Preferred | 0.170 | 0.170 | 0.000 |
Other | 0.860 | 0.880 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.805 | 17.668 |
Price to Book | 1.561 | 2.806 |
Price to Sales | 0.925 | 1.961 |
Price to Cash Flow | 5.524 | 11.392 |
Dividend Yield | 2.682 | 2.037 |
5 Years Earnings Growth | 10.668 | 11.128 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 14.200 | 15.689 |
Industrials | 12.660 | 11.372 |
Technology | 12.200 | 21.575 |
Consumer Cyclical | 10.240 | 10.091 |
Healthcare | 9.520 | 11.690 |
Consumer Defensive | 9.470 | 6.689 |
Energy | 8.090 | 5.338 |
Real Estate | 7.370 | 4.387 |
Basic Materials | 6.480 | 3.704 |
Utilities | 5.650 | 3.222 |
Communication Services | 4.120 | 7.381 |
Number of long holdings: 24
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares S&P 500 Index | - | 11.05 | - | - | |
iShares MSCI EAFE Index | - | 8.08 | - | - | |
Vanguard MSCI EAFE ETF | - | 8.05 | - | - | |
Vanguard Small Cap ETF | - | 8.04 | - | - | |
iShares Russell 2000 Index | - | 8.01 | - | - | |
Vanguard S&P 500 ETF | - | 6.85 | - | - | |
Vanguard High Dividend Yield Indx ETF | - | 4.97 | - | - | |
iShares Dow Jones Select Dividend Index | - | 4.95 | - | - | |
iShares MSCI Emerging Markets Index | - | 4.54 | - | - | |
Vanguard MSCI Emerging Markets ETF | - | 4.53 | - | - |
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