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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.37 | 0.76 | 0.39 |
Stocks | 99.62 | 99.62 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.14 | 15.97 |
Price to Book | 1.35 | 1.93 |
Price to Sales | 0.82 | 1.32 |
Price to Cash Flow | 4.95 | 7.93 |
Dividend Yield | 4.07 | 2.99 |
5 Years Earnings Growth | 11.57 | 11.66 |
Name | Net % | Category Average |
---|---|---|
Basic Materials | 46.51 | 47.16 |
Energy | 35.61 | 45.76 |
Industrials | 6.58 | 12.44 |
Consumer Defensive | 6.12 | 4.84 |
Real Estate | 3.52 | 3.34 |
Technology | 1.66 | 2.04 |
Number of long holdings: 51
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 6.03 | 30.92 | +0.42% | |
Newmont Goldcorp | US6516391066 | 5.51 | 48.42 | -1.69% | |
Glencore | JE00B4T3BW64 | 5.08 | 404.20 | +1.53% | |
CF Industries | US1252691001 | 4.80 | 83.19 | -0.04% | |
Valero Energy | US91913Y1001 | 4.28 | 132.40 | +0.79% | |
Wheaton Precious Metals | CA9628791027 | 4.01 | 66.13 | -1.47% | |
Kinross Gold | CA4969024047 | 3.57 | 10.525 | -2.09% | |
Weyerhaeuser | US9621661043 | 3.51 | 31.80 | -1.03% | |
Expand Energy | US1651677353 | 3.50 | 84.79 | -0.60% | |
Anglo American | GB00B1XZS820 | 3.38 | 2,434.5 | +1.84% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.62B | 20.46 | 10.89 | 15.74 | ||
Ivy Science & Technology A | 3.81B | 28.93 | 9.20 | 13.83 | ||
Ivy Large Cap Growth A | 3.36B | 20.23 | 10.59 | 15.41 | ||
Ivy Mid Cap Growth I | 2.96B | 6.68 | -2.15 | 11.35 | ||
Ivy Core Equity A | 2.94B | 24.51 | 11.89 | 12.24 |
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