Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 2.14 | 2.23 | 0.09 |
| Shares | 97.67 | 97.67 | 0.00 |
| Other | 0.20 | 0.20 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 14.59 | 14.36 |
| Price to Book | 1.82 | 1.87 |
| Price to Sales | 1.44 | 1.48 |
| Price to Cash Flow | 8.91 | 8.80 |
| Dividend Yield | 3.11 | 3.12 |
| 5 Years Earnings Growth | 8.77 | 9.32 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 22.80 | 20.89 |
| Industrials | 15.93 | 16.84 |
| Technology | 14.16 | 12.83 |
| Consumer Cyclical | 10.20 | 9.89 |
| Healthcare | 7.79 | 10.50 |
| Basic Materials | 7.06 | 6.67 |
| Communication Services | 5.98 | 6.23 |
| Consumer Defensive | 5.86 | 8.35 |
| Energy | 4.40 | 4.27 |
| Utilities | 2.98 | 3.04 |
| Real Estate | 2.84 | 2.22 |
Number of long holdings: 8,745
Number of short holdings: 29
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Taiwan Semiconductor | TW0002330008 | 2.77 | 1,460.00 | -1.02% | |
| Tencent Holdings | KYG875721634 | 1.38 | 641.00 | -2.29% | |
| Alibaba | KYG017191142 | 1.05 | 154.90 | -4.38% | |
| ASML Holding | NL0010273215 | 1.01 | 874.10 | -0.84% | |
| Samsung Electronics Co | KR7005930003 | 0.74 | 97,200 | -5.45% | |
| SAP | DE0007164600 | 0.72 | 211.100 | -3.21% | |
| HSBC | GB0005405286 | 0.64 | 1,104.40 | -1.39% | |
| Novartis | CH0012005267 | 0.63 | 104.42 | -1.25% | |
| Roche Holding Participation | CH0012032048 | 0.62 | 287.20 | -0.93% | |
| Nestle | CH0038863350 | 0.61 | 80.31 | -0.96% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Ins Pls | 862.41B | 16.84 | 21.76 | 14.06 | ||
| Vanguard 500 Index Admiral | 636.97B | 17.48 | 22.63 | 14.60 | ||
| Vanguard Total Stock Market Admiral | 453.11B | 16.82 | 21.74 | 14.04 | ||
| Vanguard Total Intl Stock Index Inv | 248.4B | 28.32 | 19.97 | 7.76 | ||
| Vanguard Institutional Idx Instl Pl | 208.03B | 17.50 | 22.65 | 14.62 |
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