Please try another search
Breaking News
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.900 | 1.990 | 0.090 |
Shares | 98.090 | 98.090 | 0.000 |
Bonds | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.048 | 16.578 |
Price to Book | 3.555 | 2.728 |
Price to Sales | 3.845 | 2.089 |
Price to Cash Flow | 17.528 | 10.486 |
Dividend Yield | 1.469 | 2.721 |
5 Years Earnings Growth | 13.321 | 12.564 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.700 | 19.698 |
Financial Services | 17.870 | 18.628 |
Consumer Cyclical | 14.250 | 12.922 |
Healthcare | 9.250 | 13.610 |
Industrials | 7.010 | 13.622 |
Communication Services | 6.840 | 8.889 |
Energy | 5.750 | 9.046 |
Real Estate | 4.380 | 4.664 |
Consumer Defensive | 4.290 | 8.775 |
Utilities | 2.350 | 5.976 |
Basic Materials | 1.320 | 9.441 |
Number of long holdings: 75
Number of short holdings: 27
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.11 | 426.89 | +0.40% | |
NVIDIA | US67066G1040 | 5.47 | 146.76 | +0.33% | |
Amazon.com | US0231351067 | 5.47 | 211.48 | -1.22% | |
Meta Platforms | US30303M1027 | 4.68 | 577.16 | -0.49% | |
Apple | US0378331005 | 3.57 | 228.22 | +1.38% | |
Berkshire Hathaway B | US0846707026 | 3.02 | 467.70 | -0.09% | |
Kinder Morgan | US49456B1017 | 2.93 | 26.76 | -0.15% | |
Loews | US5404241086 | 2.77 | 82.80 | -0.49% | |
Capital One Financial | US14040H1059 | 2.73 | 183.00 | -1.04% | |
EOG Resources | US26875P1012 | 2.71 | 135.19 | +0.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM Global Income A acc EUR | 17.74B | 6.41 | -0.68 | 2.08 | ||
LU0740858492 | 17.74B | 6.10 | -1.03 | 1.72 | ||
JPMorgan Global Income A Div EUR | 17.48B | 6.41 | -0.68 | 2.08 | ||
JPM Global Income Fund A Mth EUR | 17.48B | 6.40 | -0.69 | - | ||
JPMorgan Global Income D div EUR | 17.48B | 6.10 | -1.03 | 1.73 |
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