
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.02 | 6.71 | 5.69 |
Shares | 83.99 | 84.00 | 0.01 |
Bonds | 14.96 | 19.03 | 4.07 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.70 | 17.21 |
Price to Book | 2.41 | 2.61 |
Price to Sales | 1.74 | 1.90 |
Price to Cash Flow | 10.47 | 10.78 |
Dividend Yield | 2.35 | 2.11 |
5 Years Earnings Growth | 8.92 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.73 | 22.24 |
Financial Services | 14.91 | 16.57 |
Healthcare | 12.27 | 11.70 |
Industrials | 10.94 | 11.25 |
Consumer Cyclical | 10.23 | 10.90 |
Communication Services | 8.08 | 7.17 |
Real Estate | 7.47 | 3.52 |
Consumer Defensive | 5.42 | 6.14 |
Energy | 3.72 | 4.03 |
Basic Materials | 3.22 | 3.83 |
Utilities | 2.01 | 2.63 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 19.45 | - | - | |
Schwab International Opportunities | - | 13.34 | - | - | |
Schwab® International Core Equity | - | 9.94 | - | - | |
Schwab Select Large Cap Growth | - | 8.61 | - | - | |
Dodge & Cox Stock I | - | 5.94 | - | - | |
Schwab Global Real Estate | - | 4.99 | - | - | |
Schwab Fundamental US Large Company Idx | - | 4.73 | - | - | |
Schwab US Aggregate Bond Index | - | 4.46 | - | - | |
Schwab Small-Cap Equity | - | 4.32 | - | - | |
Schwab Core Equity | - | 4.12 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.37B | 2.38 | 1.44 | - | ||
Schwab Treasury Infl Protected Sec | 2.58B | 3.72 | 0.89 | 2.39 | ||
Schwab Target 2040 | 1.24B | 4.35 | 9.51 | 7.53 | ||
US80850L7837 | 1.18B | 4.46 | 10.62 | - | ||
Schwab Target 2030 | 985.3M | 3.92 | 8.05 | 6.59 |
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