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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.050 | 5.050 | 0.000 |
Shares | 62.840 | 62.840 | 0.000 |
Bonds | 32.060 | 32.120 | 0.060 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.258 | 18.732 |
Price to Book | 2.732 | 3.005 |
Price to Sales | 1.954 | 2.199 |
Price to Cash Flow | 11.689 | 11.883 |
Dividend Yield | 1.939 | 2.109 |
5 Years Earnings Growth | 9.138 | 9.885 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.320 | 23.084 |
Financial Services | 16.580 | 16.856 |
Industrials | 11.740 | 11.196 |
Healthcare | 10.880 | 11.890 |
Consumer Cyclical | 10.040 | 9.489 |
Communication Services | 7.620 | 7.345 |
Consumer Defensive | 5.780 | 6.421 |
Energy | 3.330 | 4.546 |
Basic Materials | 3.060 | 3.126 |
Real Estate | 2.880 | 3.216 |
Utilities | 2.760 | 2.829 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 36.85 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 27.22 | - | - | |
Schwab International Index | - | 15.87 | - | - | |
Schwab Small Cap Index | - | 10.47 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 5.20 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderately Aggressive Ind | 1.18B | 8.38 | 11.95 | 8.90 | ||
KS Advisor Disciplined Growth A | -11.45 | 6.67 | 11.19 |
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