Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.72 | 3.47 | 2.75 |
Stocks | 99.28 | 99.28 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.93 | 15.28 |
Price to Book | 2.04 | 2.41 |
Price to Sales | 1.34 | 1.62 |
Price to Cash Flow | 8.42 | 10.12 |
Dividend Yield | 2.53 | 2.62 |
5 Years Earnings Growth | 10.88 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.60 | 20.54 |
Healthcare | 14.60 | 15.25 |
Industrials | 14.51 | 11.92 |
Technology | 12.01 | 12.44 |
Energy | 9.06 | 8.52 |
Consumer Defensive | 7.67 | 8.47 |
Consumer Cyclical | 7.19 | 6.46 |
Communication Services | 5.14 | 5.46 |
Real Estate | 4.03 | 3.57 |
Basic Materials | 3.34 | 3.94 |
Utilities | 2.84 | 5.05 |
Number of long holdings: 358
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.82 | 414.40 | +1.42% | |
Exxon Mobil | US30231G1022 | 2.82 | 117.26 | +2.87% | |
JPMorgan | US46625H1005 | 2.57 | 202.63 | +1.66% | |
Chevron | US1667641005 | 2.05 | 162.30 | +2.55% | |
E-mini S&P 500 Future Dec 23 | - | 1.89 | - | - | |
J&J | US4781601046 | 1.88 | 146.67 | +0.96% | |
Comcast | US20030N1019 | 1.43 | 40.03 | +2.98% | |
Walmart | US9311421039 | 1.41 | 65.76 | +1.34% | |
Cisco | US17275R1023 | 1.39 | 46.50 | +0.82% | |
Pfizer | US7170811035 | 1.37 | 28.66 | +1.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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