
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 | 16.43 |
Price to Book | 2.69 | 2.39 |
Price to Sales | 1.81 | 1.90 |
Price to Cash Flow | 12.66 | 9.72 |
Dividend Yield | 2.04 | 3.04 |
5 Years Earnings Growth | 10.73 | 9.92 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.25 | 63.10 |
Financial Services | 16.88 | -20.83 |
Industrials | 13.99 | 10.22 |
Healthcare | 10.33 | 21.08 |
Consumer Cyclical | 9.16 | 10.62 |
Consumer Defensive | 7.28 | 9.38 |
Communication Services | 5.94 | 15.40 |
Basic Materials | 4.61 | -4.11 |
Energy | 3.63 | -4.96 |
Utilities | 3.27 | -6.04 |
Real Estate | 2.66 | 12.72 |
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 | 157.75 | +1.76% | |
Apple | US0378331005 | 2.16 | 201.08 | +0.04% | |
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 | 187.91M | 1.66 | 4.12 | 4.03 | ||
MFS Global Alternative Strategy A | 28.12M | 2.32 | 5.36 | 3.29 | ||
MFS Lifetime Income R4 | 15.75M | 1.74 | 4.35 | 4.27 | ||
MFS Lifetime Income C | 13.53M | 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