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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.31 | 14.77 | 12.46 |
Shares | 42.84 | 42.84 | 0.00 |
Bonds | 53.52 | 53.86 | 0.34 |
Convertible | 0.13 | 0.13 | 0.00 |
Preferred | 0.30 | 0.30 | 0.00 |
Other | 0.89 | 0.90 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.67 | 17.83 |
Price to Book | 2.40 | 2.53 |
Price to Sales | 1.73 | 1.90 |
Price to Cash Flow | 10.72 | 10.95 |
Dividend Yield | 2.94 | 2.51 |
5 Years Earnings Growth | 8.54 | 9.06 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.30 | 19.74 |
Industrials | 15.55 | 11.29 |
Financial Services | 14.39 | 18.25 |
Healthcare | 9.24 | 9.40 |
Utilities | 8.18 | 4.87 |
Real Estate | 8.15 | 7.95 |
Communication Services | 6.68 | 6.60 |
Consumer Defensive | 6.51 | 6.08 |
Energy | 6.36 | 4.52 |
Consumer Cyclical | 5.38 | 8.78 |
Basic Materials | 2.28 | 3.50 |
Number of long holdings: 4,316
Number of short holdings: 194
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Intermediate Credit Bond | US4642886380 | 2.09 | 53.64 | +0.66% | |
iShares iBoxx $ High Yield Corporate Bond | US4642885135 | 2.04 | 80.85 | +0.81% | |
iShares Short-Term Corporate Bond | US4642886463 | 1.91 | 52.94 | +0.36% | |
E-mini S&P 500 Future Sept 25 | - | 1.34 | - | - | |
Microsoft | US5949181045 | 0.92 | 507.23 | +0.59% | |
iShares Core Dividend Growth ETF | - | 0.75 | - | - | |
Ubs Ag (London Branch) | - | 0.61 | - | - | |
Meta Platforms | US30303M1027 | 0.54 | 754.79 | +2.12% | |
iShares Core 1-5 Year USD Bond ETF | - | 0.53 | - | - | |
Royal Bank Of Canada | - | 0.49 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.9B | 8.58 | 17.06 | 13.63 | ||
BlackRock International Index Instl | 12.74B | 17.57 | 13.30 | 6.18 | ||
BlackRock International Index Inv A | 12.74B | 17.38 | 13.00 | 5.92 | ||
BlackRock International Index K | 12.74B | 17.55 | 13.33 | 6.24 | ||
BlackRock Equity Dividend Instl | 10.47B | 10.75 | 10.97 | 10.10 |
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