Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.570 | 5.570 | 0.000 |
Shares | 79.690 | 79.690 | 0.000 |
Bonds | 14.730 | 14.740 | 0.010 |
Preferred | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.335 | 17.898 |
Price to Book | 2.635 | 2.625 |
Price to Sales | 1.810 | 1.847 |
Price to Cash Flow | 11.297 | 11.179 |
Dividend Yield | 1.934 | 2.183 |
5 Years Earnings Growth | 10.819 | 10.859 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.120 | 21.567 |
Financial Services | 14.450 | 15.303 |
Healthcare | 13.120 | 11.872 |
Industrials | 11.730 | 11.359 |
Consumer Cyclical | 10.770 | 10.989 |
Communication Services | 6.520 | 6.559 |
Consumer Defensive | 6.190 | 6.821 |
Energy | 4.590 | 4.885 |
Basic Materials | 3.900 | 4.000 |
Real Estate | 3.160 | 3.879 |
Utilities | 2.440 | 2.769 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 44.94 | - | - | |
Schwab International Index | - | 19.85 | - | - | |
Schwab Small Cap Index | - | 15.27 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 14.91 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderate Index | 714.75M | 4.83 | 4.06 | 6.68 | ||
KS Advisor Disciplined Growth A | 10.24 | 10.16 | 12.18 |
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