Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.20 | 0.20 | 0.00 |
Shares | 99.79 | 99.79 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.43 | 19.95 |
Price to Book | 4.40 | 3.89 |
Price to Sales | 1.81 | 2.55 |
Price to Cash Flow | 14.32 | 14.14 |
Dividend Yield | 1.87 | 1.56 |
5 Years Earnings Growth | 9.41 | 11.92 |
Name | Net % | Category Average |
---|---|---|
Industrials | 23.76 | 9.76 |
Consumer Defensive | 15.86 | 6.29 |
Healthcare | 12.84 | 13.09 |
Financial Services | 11.79 | 14.21 |
Technology | 11.19 | 28.00 |
Consumer Cyclical | 10.47 | 10.09 |
Utilities | 5.69 | 2.79 |
Basic Materials | 4.79 | 2.58 |
Communication Services | 3.62 | 8.23 |
Number of long holdings: 186
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.46 | - | - | |
Visa Inc Class A | - | 4.40 | - | - | |
Procter & Gamble Co | - | 4.39 | - | - | |
Walmart Inc | - | 4.09 | - | - | |
Comcast Corp Class A | - | 3.55 | - | - | |
Johnson & Johnson | - | 3.49 | - | - | |
McDonald's Corp | - | 2.93 | - | - | |
Abbott Laboratories | - | 2.78 | - | - | |
Medtronic | IE00BTN1Y115 | 2.49 | 82.92 | -0.79% | |
Union Pacific Corp | - | 2.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 577.55B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 421.1B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 20.96 | 9.07 | - |
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