
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.18 | 0.18 | 0.00 |
Shares | 99.82 | 99.82 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.71 | 15.70 |
Price to Book | 2.53 | 2.47 |
Price to Sales | 1.71 | 1.69 |
Price to Cash Flow | 10.42 | 10.42 |
Dividend Yield | 2.47 | 2.54 |
5 Years Earnings Growth | 8.46 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.63 | 21.26 |
Healthcare | 15.36 | 15.39 |
Industrials | 13.17 | 11.76 |
Consumer Defensive | 10.91 | 8.55 |
Technology | 9.26 | 12.58 |
Energy | 6.38 | 7.50 |
Utilities | 5.37 | 5.32 |
Consumer Cyclical | 4.78 | 6.80 |
Communication Services | 3.93 | 5.55 |
Basic Materials | 3.13 | 3.40 |
Real Estate | 3.07 | 3.51 |
Number of long holdings: 334
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.59 | 485.68 | +0.13% | |
JPMorgan | US46625H1005 | 3.40 | 287.11 | -0.57% | |
Exxon Mobil | US30231G1022 | 2.07 | 109.38 | -0.55% | |
Walmart | US9311421039 | 2.03 | 97.27 | +1.30% | |
P&G | US7427181091 | 1.86 | 159.86 | +0.78% | |
J&J | US4781601046 | 1.74 | 152.41 | +0.26% | |
Home Depot | US4370761029 | 1.71 | 368.74 | +1.44% | |
AbbVie | US00287Y1091 | 1.53 | 182.31 | -2.40% | |
Bank of America | US0605051046 | 1.34 | 47.12 | -0.72% | |
Philip Morris | US7181721090 | 1.31 | 181.03 | +0.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 0.54 | 13.73 | 12.17 | ||
Vanguard 500 Index Admiral | 560.5B | 1.05 | 14.37 | 12.82 | ||
Vanguard Total Stock Market Admiral | 399.92B | 0.53 | 13.71 | 12.15 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 13.77 | 9.10 | 5.52 | ||
Vanguard 500 Index Institutional Se | 207.44B | 1.06 | 14.40 | - |
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