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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.85 | 3.96 | 0.11 |
Stocks | 95.96 | 95.96 | 0.00 |
Bonds | 0.14 | 0.14 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.13 | 17.78 |
Price to Book | 2.98 | 2.86 |
Price to Sales | 2.11 | 2.03 |
Price to Cash Flow | 12.73 | 11.66 |
Dividend Yield | 1.94 | 2.11 |
5 Years Earnings Growth | 10.56 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.79 | 22.06 |
Financial Services | 14.76 | 15.46 |
Healthcare | 12.06 | 14.31 |
Industrials | 10.86 | 12.10 |
Consumer Cyclical | 10.67 | 10.67 |
Communication Services | 7.60 | 7.26 |
Consumer Defensive | 6.45 | 8.42 |
Energy | 4.47 | 4.03 |
Basic Materials | 3.71 | 4.38 |
Utilities | 2.35 | 2.56 |
Real Estate | 2.28 | 2.80 |
Number of long holdings: 1,596
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.40 | - | - | |
Apple Inc | - | 3.76 | - | - | |
NVIDIA Corp | - | 3.30 | - | - | |
Amazon.com Inc | - | 2.47 | - | - | |
Meta Platforms Inc Class A | - | 1.62 | - | - | |
Alphabet Inc Class A | - | 1.32 | - | - | |
Alphabet Inc Class C | - | 1.16 | - | - | |
Eli Lilly and Co | - | 0.93 | - | - | |
Broadcom Inc | - | 0.87 | - | - | |
JPMorgan Chase & Co | - | 0.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund P Accumul | 6.42B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund Class A Acc | 3.66M | 11.14 | 14.28 | 15.54 | ||
Fidelity Index US Fund P Accumulati | 3.72B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 113.34M | 6.60 | 11.91 | 10.62 | ||
Fidelity European Acc | 599.48M | 2.62 | 11.44 | 9.52 |
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