Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.33 | 1.33 | 0.00 |
Stocks | 98.67 | 98.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.51 | 12.08 |
Price to Book | 1.81 | 1.46 |
Price to Sales | 2.36 | 2.28 |
Price to Cash Flow | 7.47 | 74.68 |
Dividend Yield | 2.01 | 2.81 |
5 Years Earnings Growth | 12.20 | 10.81 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 94.60 | 93.90 |
Technology | 3.97 | 7.35 |
Real Estate | 0.81 | 2.59 |
Industrials | 0.56 | 3.74 |
Healthcare | 0.04 | 0.04 |
Consumer Cyclical | 0.02 | 0.90 |
Communication Services | 0.01 | 1.43 |
Number of long holdings: 396
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 8.56 | 199.50 | -0.60% | |
Berkshire Hathaway B | US0846707026 | 8.03 | 404.22 | -0.78% | |
Mastercard | US57636Q1040 | 5.83 | 445.08 | -1.35% | |
Visa A | US92826C8394 | 5.48 | 271.12 | -1.23% | |
Bank of America | US0605051046 | 4.07 | 39.33 | -0.93% | |
Wells Fargo&Co | US9497461015 | 3.33 | 59.48 | -1.21% | |
Goldman Sachs | US38141G1040 | 2.15 | 459.76 | -0.31% | |
American Express | US0258161092 | 2.11 | 237.26 | -0.39% | |
S&P Global | US78409V1044 | 2.08 | 430.99 | -1.65% | |
Progressive | US7433151039 | 1.88 | 205.19 | +0.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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