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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.350 | 3.380 | 0.030 |
Shares | 37.920 | 37.920 | 0.000 |
Bonds | 58.710 | 63.390 | 4.680 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.876 | 17.752 |
Price to Book | 3.113 | 2.666 |
Price to Sales | 1.788 | 1.928 |
Price to Cash Flow | 11.676 | 10.965 |
Dividend Yield | 2.003 | 2.126 |
5 Years Earnings Growth | 9.845 | 10.300 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.440 | 21.996 |
Industrials | 13.030 | 11.556 |
Financial Services | 11.270 | 16.306 |
Healthcare | 10.210 | 11.223 |
Consumer Cyclical | 9.860 | 10.672 |
Consumer Defensive | 7.660 | 6.262 |
Energy | 6.090 | 4.078 |
Communication Services | 4.850 | 7.176 |
Basic Materials | 3.140 | 3.829 |
Real Estate | 0.760 | 4.066 |
Utilities | 0.680 | 2.859 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Janus Henderson Mortgage-Backed Sec ETF | - | 15.95 | - | - | |
iShares 7-10 Year Treasury Bond | US4642874402 | 14.68 | 95.75 | -0.07% | |
SPDR Barclays Srt Term Trsy Bd | US78468R1014 | 13.17 | 29.21 | -0.07% | |
Schwab Intermediate Term US Treasury | US8085248545 | 11.94 | 25.00 | -0.04% | |
Invesco S&P 500 High Quality | US46137V2410 | 10.31 | 71.09 | -0.90% | |
Distillate US Fdmtl Stblty & Val ETF | - | 9.31 | - | - | |
Vanguard Information Technology | US92204A7028 | 4.45 | 685.67 | -0.59% | |
iShares MSCI Intl Quality Factor | US46434V4564 | 4.28 | 41.96 | -0.05% | |
iShares Aaa - A Rated Corporate Bond ETF | - | 3.79 | - | - | |
iShares MSCI Emerging Markets Asia | US4642864262 | 2.81 | 83.86 | +0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ultra Series Madison Target Retire4 | 41.29M | 10.90 | 2.40 | 5.99 | ||
Ultra Series Madison Target Retire5 | 36.46M | 2.55 | 3.16 | 6.33 | ||
Ultra Madison Retirement 2020 I | 10.9M | 5.38 | -1.34 | 2.77 |
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