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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.920 | 4.970 | 0.050 |
Stocks | 87.790 | 87.790 | 0.000 |
Bonds | 7.290 | 7.290 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.273 | 17.752 |
Price to Book | 5.040 | 2.850 |
Price to Sales | 2.896 | 2.017 |
Price to Cash Flow | 15.270 | 11.625 |
Dividend Yield | 1.669 | 2.102 |
5 Years Earnings Growth | 11.769 | 10.934 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.300 | 22.040 |
Healthcare | 18.970 | 14.345 |
Consumer Defensive | 12.270 | 8.440 |
Consumer Cyclical | 11.970 | 10.686 |
Financial Services | 10.390 | 15.459 |
Energy | 6.000 | 4.030 |
Communication Services | 3.970 | 7.248 |
Industrials | 3.130 | 12.082 |
Number of long holdings: 41
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Financial Select Sector SPDR | US81369Y6059 | 9.47 | 41.84 | +0.41% | |
United States Treasury Bills | - | 7.19 | - | - | |
Microsoft | US5949181045 | 6.17 | 414.74 | +0.59% | |
Apple | US0378331005 | 5.55 | 183.05 | -0.69% | |
Energy Select Sector SPDR | US81369Y5069 | 5.30 | 93.81 | -0.57% | |
Amazon.com | US0231351067 | 4.25 | 187.48 | -1.07% | |
Meta Platforms | US30303M1027 | 3.49 | 476.20 | +0.16% | |
Industrial Select Sector SPDR | US81369Y7040 | 2.88 | 125.67 | +0.06% | |
Novo Nordisk ADR | US6701002056 | 2.83 | 128.41 | -0.19% | |
J&J | US4781601046 | 2.65 | 149.91 | +0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Epsilon 30 70 | 338.92M | 3.31 | 3.00 | 2.91 | ||
Epsilon Managed Portfolio | 96.03M | 3.44 | 2.59 | 3.06 | ||
Epsilon 25 75 | 39.13M | 3.10 | 2.53 | 2.57 | ||
Epsilon Gold | 28.26M | 12.49 | 9.62 | - | ||
Epsilon Small Cap | 20.96M | 9.02 | 0.26 | 4.75 |
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