
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.50 | 5.50 | 0.00 |
Shares | 94.41 | 97.20 | 2.79 |
Bonds | 0.09 | 0.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.89 | 21.07 |
Price to Book | 4.35 | 4.08 |
Price to Sales | 2.89 | 2.82 |
Price to Cash Flow | 15.74 | 14.75 |
Dividend Yield | 1.42 | 1.53 |
5 Years Earnings Growth | 9.78 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.92 | 29.47 |
Financial Services | 13.10 | 14.64 |
Consumer Cyclical | 11.48 | 10.93 |
Healthcare | 10.04 | 12.32 |
Communication Services | 9.40 | 9.03 |
Industrials | 7.24 | 8.65 |
Consumer Defensive | 5.49 | 5.58 |
Energy | 3.11 | 3.49 |
Utilities | 2.50 | 2.56 |
Real Estate | 2.07 | 2.23 |
Basic Materials | 1.66 | 2.70 |
Number of long holdings: 670
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.41 | 213.49 | +1.82% | |
NVIDIA | US67066G1040 | 6.55 | 121.67 | +5.27% | |
Microsoft | US5949181045 | 6.14 | 388.56 | +2.58% | |
Amazon.com | US0231351067 | 4.02 | 197.95 | +2.09% | |
Meta Platforms | US30303M1027 | 2.50 | 607.60 | +2.87% | |
Tesla | US88160R1014 | 2.26 | 249.98 | +3.86% | |
Alphabet A | US02079K3059 | 2.17 | 165.49 | +1.68% | |
Broadcom | US11135F1012 | 2.14 | 195.54 | +2.18% | |
Alphabet C | US02079K1079 | 1.78 | 167.62 | +1.75% | |
Berkshire Hathaway B | US0846707026 | 1.61 | 514.60 | +2.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 10.61B | 4.84 | 13.24 | 12.69 | ||
Fidelity Index World Fund P Accumul | 10.61B | 4.86 | 13.44 | 12.88 | ||
Fidelity Index US Fund Class A Acc | 6.58B | 4.09 | 15.43 | 15.38 | ||
Fidelity European Fund W Income | 4.33B | 7.88 | 9.02 | 10.17 | ||
Fidelity European Acc | 4.33B | 7.83 | 8.21 | 9.35 |
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