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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.54 | 1.59 | 0.05 |
Shares | 98.46 | 98.46 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.22 | 14.58 |
Price to Book | 1.59 | 1.78 |
Price to Sales | 1.13 | 1.29 |
Price to Cash Flow | 5.91 | 6.26 |
Dividend Yield | 4.58 | 3.30 |
5 Years Earnings Growth | 7.23 | 10.73 |
Name | Net % | Category Average |
---|---|---|
Energy | 59.23 | 75.31 |
Utilities | 39.02 | 18.37 |
Technology | 1.00 | 3.28 |
Basic Materials | 0.75 | 4.77 |
Number of long holdings: 54
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 9.55 | 118.96 | +0.30% | |
Shell | GB00BP6MXD84 | 5.76 | 31.41 | +0.64% | |
Targa Resources | US87612G1013 | 4.63 | 177.40 | +4.85% | |
Phillips 66 | US7185461040 | 4.39 | 121.84 | +0.67% | |
Chevron | US1667641005 | 4.32 | 153.41 | -0.36% | |
Shell ADR | US7802593050 | 3.88 | 68.22 | +0.71% | |
TotalEnergies SE | FR0000120271 | 3.81 | 58.29 | +0.36% | |
Southern | US8425871071 | 3.63 | 88.70 | +0.66% | |
Sempra Energy | US8168511090 | 3.43 | 82.25 | +1.78% | |
Duke Energy | US26441C2044 | 3.39 | 114.08 | +1.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 13.49 | 3.94 | 5.36 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
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