Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.140 | 1.140 | 0.000 |
Stocks | 98.860 | 98.860 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.377 | 18.940 |
Price to Book | 4.147 | 3.640 |
Price to Sales | 3.838 | 3.016 |
Price to Cash Flow | 15.147 | 13.820 |
Dividend Yield | 1.922 | 2.301 |
5 Years Earnings Growth | 9.762 | 8.801 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.550 | 21.547 |
Financial Services | 16.710 | 15.000 |
Consumer Cyclical | 12.700 | 8.395 |
Healthcare | 9.650 | 14.888 |
Industrials | 9.010 | 9.137 |
Communication Services | 6.200 | 6.650 |
Energy | 5.230 | 5.971 |
Consumer Defensive | 4.980 | 8.998 |
Real Estate | 3.010 | 2.599 |
Basic Materials | 2.650 | 2.288 |
Utilities | 2.310 | 4.728 |
Number of long holdings: 64
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.24 | 223.66 | -0.08% | |
Microsoft | US5949181045 | 5.09 | 446.71 | +0.11% | |
Alphabet A | US02079K3059 | 4.51 | 197.98 | -0.20% | |
Amazon.com | US0231351067 | 4.11 | 235.42 | +0.17% | |
Broadcom | US11135F1012 | 3.47 | 240.28 | -0.26% | |
NVIDIA | US67066G1040 | 2.63 | 147.22 | +0.10% | |
AbbVie | US00287Y1091 | 2.41 | 170.67 | +0.87% | |
JPMorgan | US46625H1005 | 2.31 | 265.95 | +1.18% | |
Sempra Energy | US8168511090 | 2.29 | 82.81 | +0.01% | |
BlackRock | US09290D1019 | 2.25 | 1,017.73 | +1.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LON Canadian Equity G 75 75 PS1 | 2.07B | 15.69 | 6.57 | 6.57 | ||
LON US Dividend G 75 100 PS1 | 1.04B | 33.36 | 11.17 | 11.00 | ||
LON Foreign Eqty M 75 75 PS1 | 764.75M | 22.13 | 6.96 | 6.83 | ||
LON Canadian Equity BG 100 100 | 685.27M | 12.26 | 5.42 | 5.91 | ||
LON Canadian Equity BG 100 100 P | 685.27M | 12.75 | 5.88 | 6.37 |
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