
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.04 | 0.04 | 0.00 |
Shares | 48.07 | 48.07 | 0.00 |
Bonds | 51.88 | 51.88 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.67 | 17.51 |
Price to Book | 4.34 | 2.70 |
Price to Sales | 2.87 | 1.94 |
Price to Cash Flow | 15.32 | 11.22 |
Dividend Yield | 1.18 | 2.45 |
5 Years Earnings Growth | 9.85 | 10.04 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.37 | 20.01 |
Financial Services | 13.80 | 16.23 |
Consumer Cyclical | 10.85 | 9.11 |
Communication Services | 9.83 | 6.71 |
Industrials | 9.03 | 10.65 |
Healthcare | 8.71 | 11.77 |
Consumer Defensive | 4.98 | 7.12 |
Energy | 2.99 | 5.77 |
Utilities | 2.26 | 3.91 |
Real Estate | 2.12 | 5.86 |
Basic Materials | 2.04 | 3.73 |
Number of long holdings: 4,365
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 3.56 | 174.16 | -3.34% | |
Microsoft | US5949181045 | 3.40 | 506.92 | -0.53% | |
Apple | US0378331005 | 2.58 | 232.14 | -0.18% | |
Amazon.com | US0231351067 | 1.85 | 229.05 | -1.10% | |
Meta Platforms | US30303M1027 | 1.54 | 738.85 | -1.63% | |
Broadcom | US11135F1012 | 1.01 | 297.47 | -3.62% | |
Alphabet A | US02079K3059 | 0.91 | 213.00 | +0.64% | |
Alphabet C | US02079K1079 | 0.90 | 213.63 | +0.59% | |
JPMorgan | US46625H1005 | 0.79 | 301.42 | +0.12% | |
Berkshire Hathaway B | US0846707026 | 0.78 | 502.88 | +0.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 798.34B | 8.05 | 16.40 | 12.99 | ||
Vanguard 500 Index Admiral | 598.15B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 426.73B | 8.04 | 16.38 | 12.97 | ||
Vanguard Total Intl Stock Index Inv | 230.36B | 17.07 | 12.03 | 6.19 | ||
Vanguard Institutional Idx Instl Pl | 199.72B | 8.57 | 17.08 | 13.65 |
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