
Please try another search
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 | 18.824 |
Price to Book | 3.021 | 3.023 |
Price to Sales | 2.165 | 2.209 |
Price to Cash Flow | 12.493 | 11.911 |
Dividend Yield | 1.767 | 2.092 |
5 Years Earnings Growth | 11.420 | 9.944 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.320 | 23.363 |
Financial Services | 15.610 | 16.798 |
Healthcare | 14.440 | 11.758 |
Consumer Cyclical | 12.330 | 9.494 |
Industrials | 11.050 | 11.207 |
Consumer Defensive | 6.510 | 6.333 |
Energy | 5.730 | 4.536 |
Real Estate | 3.500 | 3.189 |
Communication Services | 2.950 | 7.380 |
Utilities | 2.790 | 2.826 |
Basic Materials | 2.770 | 3.114 |
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 | 1.22B | 8.38 | 11.95 | 8.90 | ||
KS Schwab Moderate Index | 944.35M | 7.78 | 9.55 | 7.33 | ||
KS Advisor Disciplined Growth A | -11.45 | 6.67 | 11.19 |
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