
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.05 | 100.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.53 | 15.69 |
Price to Book | 2.61 | 2.49 |
Price to Sales | 1.74 | 1.70 |
Price to Cash Flow | 11.02 | 10.55 |
Dividend Yield | 2.38 | 2.51 |
5 Years Earnings Growth | 9.39 | 9.59 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.80 | 21.18 |
Healthcare | 17.31 | 15.59 |
Industrials | 12.32 | 11.69 |
Consumer Defensive | 10.58 | 8.50 |
Technology | 8.82 | 12.43 |
Energy | 7.26 | 7.73 |
Utilities | 5.16 | 5.29 |
Consumer Cyclical | 4.71 | 6.75 |
Communication Services | 3.86 | 5.55 |
Basic Materials | 3.10 | 3.40 |
Real Estate | 3.07 | 3.51 |
Number of long holdings: 333
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.76 | 513.20 | -0.21% | |
JPMorgan | US46625H1005 | 3.17 | 261.94 | +0.73% | |
Exxon Mobil | US30231G1022 | 2.38 | 109.77 | +0.56% | |
UnitedHealth | US91324P1021 | 2.23 | 328.74 | -13.20% | |
P&G | US7427181091 | 1.85 | 159.62 | -0.80% | |
J&J | US4781601046 | 1.85 | 149.80 | -2.82% | |
Walmart | US9311421039 | 1.79 | 97.16 | +0.42% | |
AbbVie | US00287Y1091 | 1.71 | 187.88 | -1.15% | |
Home Depot | US4370761029 | 1.68 | 377.57 | +0.26% | |
Chevron | US1667641005 | 1.29 | 142.17 | +0.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | -5.46 | 11.33 | 11.64 | ||
Vanguard 500 Index Admiral | 533.44B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 381.66B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 194.95B | -4.92 | 12.16 | - |
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