
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.600 | 32.530 | 25.930 |
Shares | 58.890 | 61.540 | 2.650 |
Bonds | 30.730 | 40.720 | 9.990 |
Convertible | 0.100 | 0.100 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 3.620 | 3.720 | 0.100 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.787 | 12.320 |
Price to Book | 2.601 | 1.789 |
Price to Sales | 1.911 | 1.370 |
Price to Cash Flow | 10.980 | 8.718 |
Dividend Yield | 2.273 | 3.604 |
5 Years Earnings Growth | 9.164 | 10.433 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.440 | 9.529 |
Financial Services | 19.900 | 22.974 |
Healthcare | 11.240 | 6.159 |
Industrials | 10.060 | 5.687 |
Consumer Cyclical | 8.700 | 12.159 |
Communication Services | 7.520 | 11.316 |
Consumer Defensive | 6.870 | 9.374 |
Energy | 5.480 | 2.087 |
Basic Materials | 3.400 | 12.644 |
Utilities | 3.090 | 1.127 |
Real Estate | 2.320 | 8.218 |
Number of long holdings: 6
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Psg Wealth Gbl Moderate Fof | - | 99.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PSG Wealth Moderate Fund of Funds C | 42.73B | 4.95 | 9.28 | 6.06 | ||
PSG Wealth Moderate Fund of Funds B | 42.73B | 5.28 | 10.35 | 7.09 | ||
PSG Wealth Moderate Fund of Funds A | 42.73B | 5.18 | 10.03 | 6.78 | ||
PSG Wealth Moderate Fund of Funds D | 42.73B | 5.62 | 11.43 | 8.12 | ||
PSG Wealth Creator Fund of Funds D | 30.23B | 4.72 | 10.70 | 8.09 |
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