Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.42 | 0.42 | 0.00 |
Shares | 46.91 | 46.91 | 0.00 |
Bonds | 52.67 | 52.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.77 | 16.70 |
Price to Book | 3.94 | 2.50 |
Price to Sales | 2.51 | 1.76 |
Price to Cash Flow | 14.49 | 10.49 |
Dividend Yield | 1.24 | 2.58 |
5 Years Earnings Growth | 12.21 | 10.42 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.41 | 18.64 |
Financial Services | 13.44 | 15.14 |
Healthcare | 12.12 | 12.49 |
Consumer Cyclical | 10.83 | 8.93 |
Industrials | 9.25 | 11.13 |
Communication Services | 8.75 | 6.15 |
Consumer Defensive | 5.60 | 7.36 |
Energy | 3.86 | 6.42 |
Basic Materials | 2.39 | 4.26 |
Real Estate | 2.35 | 6.88 |
Utilities | 2.00 | 3.89 |
Number of long holdings: 3,840
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.14 | - | - | |
Apple Inc | - | 2.55 | - | - | |
NVIDIA Corp | - | 2.18 | - | - | |
Amazon.com Inc | - | 1.63 | - | - | |
Meta Platforms Inc Class A | - | 1.09 | - | - | |
Alphabet Inc Class A | - | 0.98 | - | - | |
Alphabet Inc Class C | - | 0.80 | - | - | |
Berkshire Hathaway Inc Class B | - | 0.78 | - | - | |
Eli Lilly and Co | - | 0.68 | - | - | |
JPMorgan Chase & Co | - | 0.61 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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