Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.300 | 1.300 | 0.000 |
Stocks | 59.070 | 59.070 | 0.000 |
Bonds | 39.060 | 40.240 | 1.180 |
Convertible | 0.580 | 0.580 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.100 | 17.077 |
Price to Book | 3.266 | 2.725 |
Price to Sales | 2.758 | 1.934 |
Price to Cash Flow | 13.593 | 11.016 |
Dividend Yield | 1.239 | 2.286 |
5 Years Earnings Growth | 13.470 | 10.834 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.810 | 17.226 |
Energy | 18.800 | 6.504 |
Healthcare | 17.070 | 10.476 |
Communication Services | 14.920 | 6.818 |
Consumer Cyclical | 11.380 | 9.355 |
Consumer Defensive | 6.300 | 7.040 |
Basic Materials | 4.870 | 4.943 |
Utilities | 2.350 | 3.931 |
Industrials | 1.530 | 12.270 |
Financial Services | 0.980 | 18.569 |
Number of long holdings: 59
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
1832 AM Investment Grade US Corp Bd Pl I | - | 26.32 | - | - | |
United States Treasury Bonds | - | 5.75 | - | - | |
Meta Platforms | US30303M1027 | 4.36 | 704.19 | +0.96% | |
Expand Energy | US1651677353 | 4.19 | 103.95 | +1.05% | |
United States Treasury Notes | - | 3.54 | - | - | |
Taiwan Semiconductor | US8740391003 | 3.36 | 204.05 | +2.13% | |
Walmart | US9311421039 | 3.23 | 100.77 | +1.24% | |
Tourmaline Oil | CA89156V1067 | 3.09 | 66.64 | -0.15% | |
UnitedHealth | US91324P1021 | 3.04 | 545.45 | -0.50% | |
Netflix | US64110L1061 | 2.67 | 994.87 | +1.63% |
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