
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.700 | 45.440 | 42.740 |
Shares | 62.280 | 64.730 | 2.450 |
Bonds | 33.260 | 45.930 | 12.670 |
Convertible | 0.100 | 0.110 | 0.010 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 1.590 | 1.740 | 0.150 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.228 | 12.540 |
Price to Book | 2.745 | 1.819 |
Price to Sales | 2.029 | 1.394 |
Price to Cash Flow | 11.813 | 8.690 |
Dividend Yield | 2.214 | 3.568 |
5 Years Earnings Growth | 9.316 | 10.322 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.590 | 9.766 |
Financial Services | 20.390 | 22.672 |
Industrials | 10.700 | 5.719 |
Healthcare | 9.670 | 6.026 |
Consumer Cyclical | 8.950 | 12.671 |
Communication Services | 7.660 | 10.817 |
Consumer Defensive | 6.530 | 9.455 |
Energy | 4.720 | 2.078 |
Basic Materials | 3.240 | 12.842 |
Utilities | 3.070 | 1.107 |
Real Estate | 2.480 | 8.145 |
Number of long holdings: 6
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Psg Wealth Gbl Moderate Fof | - | 99.65 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PSG Wealth Moderate Fund of Funds D | 45.16B | 11.02 | 15.01 | 8.83 | ||
PSG Wealth Moderate Fund of Funds C | 45.16B | 9.96 | 12.78 | 6.76 | ||
PSG Wealth Moderate Fund of Funds B | 45.16B | 10.49 | 13.89 | 7.79 | ||
PSG Wealth Moderate Fund of Funds A | 45.16B | 10.33 | 13.57 | 7.48 | ||
PSG Wealth Creator Fund of Funds D | 32.29B | 12.02 | 15.85 | 9.24 |
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