Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 0.12 | 0.12 | 0.00 |
| Shares | 99.88 | 99.88 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 11.92 | 14.81 |
| Price to Book | 1.70 | 2.02 |
| Price to Sales | 0.81 | 1.21 |
| Price to Cash Flow | 4.27 | 8.83 |
| Dividend Yield | 1.63 | 2.13 |
| 5 Years Earnings Growth | 11.34 | 10.18 |
| Name | Net % | Category Average |
|---|---|---|
| Industrials | 19.49 | 16.42 |
| Financial Services | 13.85 | 17.51 |
| Consumer Cyclical | 13.43 | 11.65 |
| Technology | 12.15 | 11.25 |
| Healthcare | 8.81 | 10.41 |
| Energy | 8.26 | 6.33 |
| Real Estate | 7.38 | 7.55 |
| Utilities | 6.29 | 6.86 |
| Consumer Defensive | 4.82 | 6.51 |
| Basic Materials | 4.48 | 4.81 |
| Communication Services | 1.05 | 3.27 |
Number of long holdings: 112
Number of short holdings: 2
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Western Digital | US9581021055 | 1.88 | 163.60 | +2.19% | |
| Sempra Energy | US8168511090 | 1.53 | 92.78 | +0.42% | |
| First Solar | US3364331070 | 1.50 | 271.98 | -1.95% | |
| Imperial Oil | CA4530384086 | 1.45 | 90.89 | +2.15% | |
| CVS Health Corp | US1266501006 | 1.42 | 78.66 | +0.14% | |
| Weatherford | IE00BLNN3691 | 1.37 | 71.25 | -2.20% | |
| Molina Healthcare | US60855R1005 | 1.35 | 147.12 | -1.76% | |
| SanDisk | US80004C2008 | 1.33 | 207.69 | -4.07% | |
| Phillips 66 | US7185461040 | 1.27 | 138.20 | +1.67% | |
| Smurfit Westrock | IE00028FXN24 | 1.24 | 2,712.0 | -0.62% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 736.94B | 17.50 | 22.66 | 14.62 | ||
| Fidelity Contrafund | 163.06B | 19.86 | 31.10 | 16.58 | ||
| Fidelity Total Market Index Instl b | 122.54B | 16.87 | 21.85 | 14.04 | ||
| Fidelity Blue Chip Growth | 73.54B | 20.19 | 35.44 | 19.59 | ||
| Fidelity Growth Company | 73.1B | 18.62 | 34.67 | 21.18 |
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