Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 4.850 | 4.850 | 0.000 |
| Shares | 95.110 | 95.110 | 0.000 |
| Bonds | 0.010 | 0.010 | 0.000 |
| Other | 0.040 | 0.040 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 14.661 | 19.442 |
| Price to Book | 1.842 | 3.363 |
| Price to Sales | 1.325 | 2.524 |
| Price to Cash Flow | 7.219 | 12.932 |
| Dividend Yield | 2.703 | 1.941 |
| 5 Years Earnings Growth | 9.782 | 9.951 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 17.850 | 16.874 |
| Technology | 15.900 | 22.053 |
| Healthcare | 12.180 | 12.618 |
| Industrials | 12.060 | 13.665 |
| Consumer Cyclical | 11.660 | 11.315 |
| Consumer Defensive | 8.850 | 8.564 |
| Energy | 6.020 | 3.874 |
| Basic Materials | 5.470 | 4.315 |
| Communication Services | 3.450 | 10.078 |
| Utilities | 3.320 | 2.731 |
| Real Estate | 3.250 | 2.155 |
Number of long holdings: 6
Number of short holdings: 4
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Vanguard FTSE Developed Markets ETF | - | 48.40 | - | - | |
| iShares Core S&P 500 ETF | - | 48.32 | - | - | |
| Kimberly-Clark Corp | - | 0.00 | - | - | |
| Pfizer Inc | - | 0.00 | - | - | |
| Alliance Data Systems Corp | - | 0.00 | - | - | |
| Bayer | DE000BAY0017 | 0.00 | 28.41 | -5.11% | |
| Target Corp | - | 0.00 | - | - | |
| Aon PLC | GB00B5BT0K07 | 0.00 | - | - | |
| F5 Networks Inc | - | 0.00 | - | - | |
| Goldman Sachs Group Inc | - | 0.00 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Equity Growth F | 2.7B | 12.49 | 26.38 | 15.70 | ||
| American Equity Growth C | 2.7B | 11.53 | 25.00 | 14.41 | ||
| American Equity Growth | 2.7B | 11.45 | 24.88 | 14.27 | ||
| Canadian Equity A | 2.33B | 17.85 | 15.81 | - | ||
| Canadian Equity C | 2.33B | 17.88 | 15.87 | - |
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