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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 64.10 | 72.30 | 8.20 |
Bonds | 23.77 | 23.82 | 0.05 |
Convertible | 0.19 | 0.21 | 0.02 |
Other | 15.41 | 15.81 | 0.40 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.49 | 16.43 |
Price to Book | 3.41 | 2.66 |
Price to Sales | 2.48 | 1.80 |
Price to Cash Flow | 13.97 | 9.92 |
Dividend Yield | 1.79 | 2.47 |
5 Years Earnings Growth | 10.81 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.20 | 21.73 |
Consumer Cyclical | 10.19 | 10.53 |
Communication Services | 8.86 | 8.42 |
Real Estate | 8.31 | 5.02 |
Financial Services | 8.14 | 16.13 |
Industrials | 7.53 | 10.69 |
Healthcare | 7.52 | 10.56 |
Consumer Defensive | 5.87 | 7.17 |
Energy | 5.39 | 5.65 |
Basic Materials | 5.07 | 4.45 |
Utilities | 2.92 | 3.07 |
Number of long holdings: 29
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Invesco QQQ Trust | US46090E1038 | 22.02 | 561.80 | +0.81% | |
SPDR S&P 500 | US78462F1030 | 21.09 | 628.04 | +0.61% | |
Sprott Physical Gold | CA85207H1047 | 11.09 | 25.58 | -0.12% | |
SPDR S&P Dividend | US78464A7634 | 4.86 | 138.84 | +0.71% | |
iShares Core U.S. REIT | US4642885218 | 4.17 | 56.83 | -0.14% | |
Invesco BulletShares 2025 Corp Bd ETF | - | 3.41 | - | - | |
AQR Diversifying Strategies I | - | 3.38 | - | - | |
Kinetics Internet No Load | - | 3.22 | - | - | |
iShares Russell 2000 | US4642876555 | 3.02 | 223.92 | +1.31% | |
AQR Risk-Balanced Commodities Strategy I | - | 2.23 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sound Mind Investing | 110.71M | 22.78 | 6.17 | 7.71 |
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