Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.21 | 2.52 | 2.31 |
Shares | 62.55 | 62.55 | 0.00 |
Bonds | 36.86 | 37.80 | 0.94 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.35 | 0.44 | 0.09 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.55 | 18.05 |
Price to Book | 3.73 | 3.06 |
Price to Sales | 2.35 | 2.05 |
Price to Cash Flow | 14.77 | 11.86 |
Dividend Yield | 1.26 | 2.02 |
5 Years Earnings Growth | 11.93 | 11.25 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.63 | 22.84 |
Healthcare | 13.09 | 13.42 |
Financial Services | 12.47 | 14.98 |
Consumer Cyclical | 10.66 | 10.07 |
Communication Services | 8.99 | 7.18 |
Industrials | 8.12 | 10.85 |
Consumer Defensive | 6.24 | 6.32 |
Energy | 4.05 | 5.46 |
Real Estate | 2.32 | 3.57 |
Utilities | 2.28 | 3.04 |
Basic Materials | 2.17 | 3.52 |
Number of long holdings: 5,158
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.37 | 406.66 | +2.22% | |
Apple | US0378331005 | 3.42 | 183.36 | +5.97% | |
NVIDIA | US67066G1040 | 2.70 | 887.83 | +3.46% | |
Amazon.com | US0231351067 | 2.70 | 186.24 | +0.82% | |
Meta Platforms | US30303M1027 | 1.70 | 452.05 | +2.35% | |
Alphabet A | US02079K3059 | 1.60 | 167.21 | +0.35% | |
United States Treasury Notes 4% | - | 1.48 | - | - | |
United States Treasury Notes 1.25% | - | 1.46 | - | - | |
United States Treasury Notes 4.125% | - | 1.43 | - | - | |
Exxon Mobil | US30231G1022 | 1.08 | 116.02 | -0.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
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