Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 30.790 | 31.500 | 0.710 |
Stocks | 2.580 | 2.580 | 0.000 |
Bonds | 66.640 | 66.640 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.948 | 10.445 |
Price to Book | 2.032 | 1.581 |
Price to Sales | 1.443 | 1.314 |
Price to Cash Flow | 11.025 | 7.321 |
Dividend Yield | 2.625 | 3.568 |
5 Years Earnings Growth | 11.873 | 13.223 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 26.640 | 7.807 |
Basic Materials | 12.910 | 4.441 |
Energy | 12.240 | 8.390 |
Financial Services | 12.210 | 23.935 |
Technology | 11.450 | 17.286 |
Consumer Defensive | 10.060 | 5.975 |
Industrials | 5.730 | 10.051 |
Consumer Cyclical | 4.130 | 6.768 |
Communication Services | 3.580 | 6.853 |
Utilities | 0.580 | 5.297 |
Real Estate | 0.460 | 15.309 |
Number of long holdings: 62
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes | - | 18.77 | - | - | |
United States Treasury Bills | - | 18.17 | - | - | |
United States Treasury Bills | - | 9.27 | - | - | |
United States Treasury Bills | - | 5.45 | - | - | |
Vanguard USD Corp Bd | IE00BZ163K21 | 4.55 | 36.71 | +0.44% | |
Wells Fargo & Co. | - | 3.34 | - | - | |
JPMorgan Chase & Co. | - | 2.95 | - | - | |
Bank of America Corp. | - | 2.15 | - | - | |
Citigroup Inc. | - | 1.93 | - | - | |
Volkswagen International Finance N.V. | XS1799938995 | 1.82 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Altshuler Shaham Dev Mkts Protctd F | 752.54M | 5.18 | -1.05 | 5.67 | ||
Altshuler Shaham Equity Storm | 633.79M | 3.01 | 1.37 | 7.48 | ||
Altshuler Shaham S&P500 Managed | 397.37M | 10.32 | 7.80 | 9.99 | ||
Altshuler Shaham TA MidCap Stock | 262.22M | 9.38 | 1.33 | 9.77 | ||
Altshuler Shaham Protectd Glbl Eq | 214.7M | 4.66 | -4.62 | 2.45 |
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