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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.380 | 0.750 | 0.370 |
Stocks | 99.550 | 99.550 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.808 | 17.266 |
Price to Book | 3.251 | 2.905 |
Price to Sales | 2.344 | 1.985 |
Price to Cash Flow | 13.876 | 11.011 |
Dividend Yield | 1.851 | 2.222 |
5 Years Earnings Growth | 9.677 | 11.192 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.790 | 19.989 |
Financial Services | 15.590 | 16.120 |
Consumer Cyclical | 11.240 | 11.704 |
Healthcare | 10.770 | 12.990 |
Industrials | 10.100 | 10.841 |
Communication Services | 8.810 | 7.896 |
Consumer Defensive | 5.840 | 9.689 |
Energy | 3.570 | 5.688 |
Basic Materials | 2.720 | 5.680 |
Utilities | 2.540 | 2.315 |
Real Estate | 2.020 | 2.061 |
Number of long holdings: 1,365
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.04 | 238.03 | -1.58% | |
NVIDIA | US67066G1040 | 4.14 | 114.06 | -8.69% | |
Microsoft | US5949181045 | 4.12 | 388.49 | -2.14% | |
Amazon.com | US0231351067 | 3.15 | 205.02 | -3.42% | |
Meta Platforms | US30303M1027 | 2.12 | 655.05 | -1.97% | |
Alphabet A | US02079K3059 | 1.68 | 167.01 | -1.92% | |
Tesla | US88160R1014 | 1.63 | 284.65 | -2.84% | |
Alphabet C | US02079K1079 | 1.45 | 168.66 | -2.07% | |
Broadcom | US11135F1012 | 1.38 | 187.37 | -6.05% | |
JPMorgan | US46625H1005 | 1.07 | 260.62 | -1.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60VAN00022 | 41.71B | 4.46 | 10.94 | 8.53 | ||
Vanguard Growth Index Fund AU | 12.44B | 2.49 | 7.16 | 7.53 | ||
Vanguard High Growth Index Fund | 11.38B | 3.12 | 9.77 | 9.28 | ||
Vanguard Balanced Index Fund | 8.79B | 1.86 | 4.56 | 5.75 | ||
Vanguard International Shares Index | 10.54B | 3.50 | 9.49 | 10.77 |
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