Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.34 | 7.87 | 1.53 |
Stocks | 64.95 | 64.95 | 0.00 |
Bonds | 26.95 | 26.95 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.11 | 0.11 | 0.00 |
Other | 1.63 | 1.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.57 | 18.14 |
Price to Book | 3.27 | 3.07 |
Price to Sales | 2.18 | 2.06 |
Price to Cash Flow | 12.94 | 11.92 |
Dividend Yield | 2.15 | 2.01 |
5 Years Earnings Growth | 11.22 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.32 | 22.93 |
Healthcare | 14.88 | 13.34 |
Financial Services | 13.16 | 14.99 |
Industrials | 12.79 | 10.84 |
Consumer Cyclical | 8.64 | 10.06 |
Consumer Defensive | 7.83 | 6.29 |
Communication Services | 7.05 | 7.22 |
Energy | 5.43 | 5.51 |
Basic Materials | 4.09 | 3.51 |
Utilities | 3.04 | 3.07 |
Real Estate | 1.77 | 3.53 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds American Balanced R6 | - | 25.22 | - | - | |
American Funds Washington Mutual R6 | - | 15.31 | - | - | |
American Funds Global Balanced R6 | - | 14.88 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 10.25 | - | - | |
American Funds Income Fund of Amer R6 | - | 9.95 | - | - | |
American Funds New Perspective R6 | - | 5.23 | - | - | |
American Funds SMALLCAP World R6 | - | 5.00 | - | - | |
American Funds Multi-Sector Income R-6 | - | 4.80 | - | - | |
American Funds Bond Fund of Amer R6 | - | 4.71 | - | - | |
American Funds Strategic Bond R-6 | - | 4.67 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.26B | 2.71 | 3.71 | 7.63 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 5.25 | 3.31 | 10.28 | ||
American Funds Invmt Co of Amer A | 85.81B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 83.06B | 4.97 | 8.68 | 10.82 |
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