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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.100 | 2.100 | 0.000 |
Shares | 58.750 | 58.750 | 0.000 |
Bonds | 39.050 | 39.070 | 0.020 |
Convertible | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.044 | 18.715 |
Price to Book | 3.021 | 3.000 |
Price to Sales | 2.165 | 2.199 |
Price to Cash Flow | 12.493 | 11.866 |
Dividend Yield | 1.767 | 2.114 |
5 Years Earnings Growth | 11.420 | 9.883 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.320 | 22.950 |
Financial Services | 15.610 | 16.855 |
Healthcare | 14.440 | 11.965 |
Consumer Cyclical | 12.330 | 9.512 |
Industrials | 11.050 | 11.189 |
Consumer Defensive | 6.510 | 6.430 |
Energy | 5.730 | 4.559 |
Real Estate | 3.500 | 3.235 |
Communication Services | 2.950 | 7.331 |
Utilities | 2.790 | 2.840 |
Basic Materials | 2.770 | 3.131 |
Number of long holdings: 2
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Balanced Index I | - | 99.43 | - | - | |
Usd | - | 0.57 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderately Aggressive Ind | 1.18B | 7.59 | 14.23 | 8.94 | ||
KS Schwab Moderate Index | 917.63M | 7.24 | 11.48 | 7.39 | ||
KS Advisor Disciplined Growth A | -11.45 | 6.67 | 11.19 |
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