
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.13 | 1.39 | 0.26 |
Shares | 98.80 | 98.80 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.07 | 17.64 |
Price to Book | 2.57 | 2.92 |
Price to Sales | 1.94 | 2.17 |
Price to Cash Flow | 11.21 | 11.84 |
Dividend Yield | 2.15 | 2.25 |
5 Years Earnings Growth | 9.21 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.36 | 21.79 |
Financial Services | 17.51 | 17.05 |
Industrials | 11.44 | 12.47 |
Consumer Cyclical | 10.84 | 10.00 |
Healthcare | 9.16 | 11.73 |
Communication Services | 8.03 | 8.67 |
Consumer Defensive | 5.94 | 7.81 |
Basic Materials | 3.72 | 4.10 |
Energy | 3.60 | 4.08 |
Real Estate | 2.74 | 2.37 |
Utilities | 2.67 | 3.17 |
Number of long holdings: 9,831
Number of short holdings: 13
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.74 | 505.87 | +0.12% | |
NVIDIA | US67066G1040 | 3.45 | 170.78 | +2.25% | |
Apple | US0378331005 | 3.23 | 214.15 | -0.12% | |
Amazon.com | US0231351067 | 2.10 | 228.29 | +0.36% | |
Meta Platforms | US30303M1027 | 1.55 | 713.58 | +1.24% | |
Broadcom | US11135F1012 | 1.22 | 283.69 | +1.83% | |
Alphabet A | US02079K3059 | 1.11 | 190.23 | -0.58% | |
Tesla | US88160R1014 | 1.05 | 332.56 | +0.14% | |
Alphabet C | US02079K1079 | 0.91 | 191.51 | -0.31% | |
Berkshire Hathaway B | US0846707026 | 0.87 | 482.63 | +0.94% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 560.5B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 399.92B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 207.44B | 6.20 | 19.70 | - |
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