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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.50 | 5.44 | 0.94 |
Stocks | 95.03 | 95.03 | 0.00 |
Other | 0.46 | 0.46 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.86 | 13.39 |
Price to Book | 1.52 | 1.98 |
Price to Sales | 1.16 | 1.34 |
Price to Cash Flow | 8.11 | 8.77 |
Dividend Yield | 2.92 | 3.15 |
5 Years Earnings Growth | 15.26 | 9.53 |
Name | Net % | Category Average |
---|---|---|
Basic Materials | 31.12 | 4.81 |
Technology | 12.25 | 12.80 |
Energy | 11.09 | 6.17 |
Financial Services | 10.29 | 19.59 |
Industrials | 9.66 | 11.13 |
Healthcare | 7.37 | 13.56 |
Consumer Cyclical | 5.98 | 8.52 |
Utilities | 5.86 | 4.60 |
Consumer Defensive | 4.57 | 10.45 |
Real Estate | 1.81 | 4.05 |
Number of long holdings: 65
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Barrick Gold | CA0679011084 | 8.35 | 16.56 | +1.16% | |
Glencore | JE00B4T3BW64 | 4.48 | 342.10 | -2.40% | |
Anglo American | GB00B1XZS820 | 4.36 | 2,348.5 | -1.34% | |
Alibaba | KYG017191142 | 4.22 | 97.25 | +3.46% | |
Unilever | GB00B10RZP78 | 3.38 | 55.88 | +0.94% | |
Reliance Industries | INE002A01018 | 3.28 | 1,245.90 | -1.48% | |
Samsung Electronics Co | KR7005930003 | 3.14 | 53,100 | +4.12% | |
Wells Fargo&Co | US9497461015 | 3.03 | 78.14 | -0.84% | |
BWX Tech | US05605H1005 | 2.94 | 112.31 | -0.55% | |
Taiwan Semiconductor | US8740391003 | 2.90 | 199.80 | -4.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
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