Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.92 | 12.96 | 5.04 |
Shares | 38.08 | 38.08 | 0.00 |
Bonds | 53.45 | 55.32 | 1.87 |
Convertible | 0.50 | 0.50 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.68 | 17.48 |
Price to Book | 1.84 | 2.44 |
Price to Sales | 1.15 | 1.73 |
Price to Cash Flow | 6.85 | 10.04 |
Dividend Yield | 2.79 | 2.26 |
5 Years Earnings Growth | 8.94 | 10.97 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.80 | 15.06 |
Technology | 16.50 | 19.87 |
Consumer Cyclical | 12.78 | 10.72 |
Healthcare | 11.38 | 12.60 |
Industrials | 10.80 | 11.41 |
Real Estate | 8.80 | 4.67 |
Consumer Defensive | 6.56 | 6.83 |
Basic Materials | 5.14 | 4.40 |
Energy | 4.76 | 4.82 |
Communication Services | 3.57 | 6.58 |
Utilities | 2.91 | 3.08 |
Number of long holdings: 106
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock CoreAlpha Bond Investor A | - | 37.36 | - | - | |
MIP Active Stock Master | - | 24.68 | - | - | |
iShares TIPS Bond ETF | - | 7.99 | - | - | |
BlackRock Master Total Return Portfolio | - | 7.24 | - | - | |
MIP International Tilts Master Portfolio | - | 5.68 | - | - | |
BlackRock Advantage Emerging Mkts K | - | 3.44 | - | - | |
BlackRock Tactical Opportunities K | - | 3.00 | - | - | |
iShares MSCI EAFE Small-Cap ETF | - | 1.69 | - | - | |
iShares Edge MSCI Multifactor Intl ETF | - | 1.15 | - | - | |
iShares Edge MSCI Multifactor USA ETF | - | 0.86 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.27B | 0.76 | 0.63 | 2.61 | ||
BlackRock Strategic Income Opps K | 12.47B | 0.69 | 0.68 | - | ||
BlackRock High Yield Bond Instl | 11.93B | 2.42 | 2.47 | 4.33 | ||
BlackRock Total Return Instl | 10.51B | -1.08 | -3.15 | 1.63 | ||
BlackRock LifePath Index 2030 K | 9.78B | 3.67 | 1.24 | 6.12 |
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