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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.560 | 5.580 | 0.020 |
Stocks | 87.550 | 87.550 | 0.000 |
Bonds | 6.910 | 6.910 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.180 | 17.782 |
Price to Book | 5.191 | 2.856 |
Price to Sales | 3.012 | 2.026 |
Price to Cash Flow | 14.776 | 11.657 |
Dividend Yield | 1.595 | 2.105 |
5 Years Earnings Growth | 12.579 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.020 | 22.061 |
Healthcare | 18.430 | 14.310 |
Consumer Defensive | 12.590 | 8.416 |
Consumer Cyclical | 10.590 | 10.670 |
Financial Services | 10.350 | 15.464 |
Energy | 6.140 | 4.026 |
Communication Services | 4.630 | 7.260 |
Industrials | 3.250 | 12.104 |
Number of long holdings: 48
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Financial Select Sector SPDR | US81369Y6059 | 9.40 | 41.93 | -1.32% | |
United States Treasury Bills | - | 6.81 | - | - | |
Microsoft | US5949181045 | 5.85 | 425.34 | +1.22% | |
Energy Select Sector SPDR® ETF | - | 5.41 | - | - | |
Amazon.com | US0231351067 | 4.66 | 183.54 | -0.63% | |
Apple | US0378331005 | 4.42 | 191.09 | +0.64% | |
Meta Platforms | US30303M1027 | 4.05 | 468.84 | -0.65% | |
Industrial Select Sector SPDR® ETF | - | 3.01 | - | - | |
Broadcom | US11135F1012 | 2.89 | 1,414.03 | +1.34% | |
Novo Nordisk ADR | US6701002056 | 2.57 | 132.93 | +0.79% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Epsilon 30 70 | 806.43M | 3.31 | 3.00 | 2.91 | ||
Epsilon Managed Portfolio | 96.63M | 3.44 | 2.59 | 3.06 | ||
Epsilon 25 75 | 38.71M | 3.10 | 2.53 | 2.57 | ||
Epsilon Gold | 31.83M | 12.49 | 9.62 | - | ||
Epsilon Global Bonds | 21.29M | 2.92 | 5.09 | 1.66 |
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