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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 | 31.00 |
Price to Book | 5.24 | 1.83 |
Price to Sales | 3.91 | 1.77 |
Price to Cash Flow | 16.58 | 13.95 |
Dividend Yield | 1.25 | 5.29 |
5 Years Earnings Growth | 14.34 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 42.16 | 3.04 |
Communication Services | 11.53 | 7.24 |
Consumer Cyclical | 10.60 | 10.24 |
Healthcare | 9.40 | 8.02 |
Consumer Defensive | 6.99 | 11.88 |
Industrials | 5.77 | 12.40 |
Financial Services | 5.31 | 26.22 |
Utilities | 2.51 | 17.23 |
Real Estate | 2.22 | 9.91 |
Energy | 1.83 | 16.89 |
Basic Materials | 1.69 | 10.79 |
Number of long holdings: 19
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Global X NASDAQ 100 Covered Call | US37954Y4834 | 11.86 | 15.86 | +1.41% | |
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 | 13.13 | +0.84% | |
PIMCO Dynamic Income | US72201Y1010 | 4.97 | 17.87 | +1.42% | |
First Trust BuyWrite Income | US33738R3084 | 3.97 | 20.83 | +2.22% | |
Nuveen Credit Strategiesome Closed | US67073D1028 | 3.96 | 5.050 | +0.60% | |
First Trust Hedged BuyWrite Income | US33738R4074 | 3.88 | 17.92 | +2.10% |
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