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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 20.51 | 36.38 | 15.87 |
Shares | 42.84 | 43.77 | 0.93 |
Bonds | 31.98 | 34.68 | 2.70 |
Convertible | 2.73 | 2.73 | 0.00 |
Preferred | 1.17 | 1.17 | 0.00 |
Other | 0.77 | 0.94 | 0.17 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.32 | 19.98 |
Price to Book | 5.24 | 1.72 |
Price to Sales | 3.91 | 1.68 |
Price to Cash Flow | 16.58 | 8.11 |
Dividend Yield | 1.25 | 5.50 |
5 Years Earnings Growth | 14.34 | 11.42 |
Name | Net % | Category Average |
---|---|---|
Technology | 42.16 | 4.89 |
Communication Services | 11.53 | 4.16 |
Consumer Cyclical | 10.60 | 8.21 |
Healthcare | 9.40 | 8.17 |
Consumer Defensive | 6.99 | 11.32 |
Industrials | 5.77 | 10.65 |
Financial Services | 5.31 | 37.39 |
Utilities | 2.51 | 7.59 |
Real Estate | 2.22 | 9.77 |
Energy | 1.83 | 17.32 |
Basic Materials | 1.69 | 10.50 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Global X NASDAQ 100 Covered Call | US37954Y4834 | 11.86 | 18.80 | +0.05% | |
JPMorgan Equity Premium Income ETF | - | 9.21 | - | - | |
JPMorgan Nasdaq Equity Premium Inc ETF | - | 7.83 | - | - | |
Defiance S&P 500 Enh Opt & 0DTE Inc ETF | - | 7.23 | - | - | |
Defiance Nasdaq 100 Enh Opt &0DTEIncETF | - | 6.35 | - | - | |
Pimco Dynamic Income Opportunities Fund | US69355M1071 | 5.08 | 13.84 | +0.14% | |
PIMCO Dynamic Income | US72201Y1010 | 4.97 | 19.55 | +0.26% | |
First Trust BuyWrite Income | US33738R3084 | 3.97 | 23.72 | 0.00% | |
Nuveen Credit Strategiesome Closed | US67073D1028 | 3.96 | 5.550 | 0.00% | |
First Trust Hedged BuyWrite Income | US33738R4074 | 3.88 | 21.29 | -0.14% |
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