Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 50.63 | 93.44 | 42.81 |
| Shares | 33.08 | 88.38 | 55.30 |
| Bonds | 16.27 | 29.70 | 13.43 |
| Preferred | 0.02 | 0.02 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 17.13 | 15.75 |
| Price to Book | 2.69 | 2.38 |
| Price to Sales | 1.81 | 1.77 |
| Price to Cash Flow | 12.66 | 9.60 |
| Dividend Yield | 2.04 | 3.09 |
| 5 Years Earnings Growth | 10.73 | 10.12 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 22.25 | 16.73 |
| Financial Services | 16.88 | 19.65 |
| Industrials | 13.99 | 12.84 |
| Healthcare | 10.33 | 7.17 |
| Consumer Cyclical | 9.16 | 10.82 |
| Consumer Defensive | 7.28 | 3.77 |
| Communication Services | 5.94 | 4.47 |
| Basic Materials | 4.61 | 6.04 |
| Energy | 3.63 | 9.32 |
| Utilities | 3.27 | 1.95 |
| Real Estate | 2.66 | 9.02 |
Number of long holdings: 1,042
Number of short holdings: 48
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| 10 Year Australian Treasury Bond Future Mar 25 | - | 4.57 | - | - | |
| Long Gilt Future Mar 25 | - | 3.57 | - | - | |
| Ibex Index Jan 17 25 | ES0B00149038 | 2.80 | - | - | |
| S&P/Tsx 60 Index Future Mar 20 25 | - | 2.58 | - | - | |
| Mexbol Index Mar 21 25 | - | 2.32 | - | - | |
| Dax Future Mar 25 | DE000C6SLQ50 | 2.29 | - | - | |
| NVIDIA | US67066G1040 | 2.18 | 181.05 | +0.23% | |
| Apple | US0378331005 | 2.16 | 271.99 | +2.15% | |
| BIST 30 Index Future Feb 25 | - | 2.10 | - | - | |
| Ftse Taiwan Index Jan 23 25 | - | 1.97 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| MFS Lifetime Income A | 185.02M | 1.66 | 4.12 | 4.03 | ||
| MFS Global Alternative Strategy I | 174.25M | 2.31 | 5.61 | 3.54 | ||
| MFS Lifetime Income R4 | 16.66M | 1.74 | 4.35 | 4.27 | ||
| MFS Lifetime Income C | 14.12M | 1.40 | 3.35 | 3.24 |
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