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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.86 | 1.90 | 0.04 |
Stocks | 98.05 | 98.08 | 0.03 |
Bonds | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.78 | 19.98 |
Price to Book | 3.92 | 3.70 |
Price to Sales | 2.53 | 2.46 |
Price to Cash Flow | 14.14 | 13.65 |
Dividend Yield | 1.54 | 1.59 |
5 Years Earnings Growth | 11.72 | 11.67 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.32 | 28.03 |
Financial Services | 12.59 | 14.03 |
Healthcare | 12.14 | 13.53 |
Consumer Cyclical | 10.59 | 10.61 |
Communication Services | 9.13 | 8.60 |
Industrials | 8.29 | 8.91 |
Consumer Defensive | 6.06 | 5.93 |
Energy | 4.15 | 4.20 |
Utilities | 2.41 | 2.44 |
Real Estate | 2.18 | 2.42 |
Basic Materials | 2.15 | 3.02 |
Number of long holdings: 615
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.83 | 429.17 | -0.27% | |
Apple | US0378331005 | 5.76 | 190.29 | +0.16% | |
NVIDIA | US67066G1040 | 4.95 | 1,148.25 | +0.81% | |
Amazon.com | US0231351067 | 3.78 | 182.02 | -0.07% | |
Alphabet A | US02079K3059 | 2.24 | 175.90 | -0.28% | |
Meta Platforms | US30303M1027 | 2.17 | 474.36 | -1.16% | |
Alphabet C | US02079K1079 | 1.89 | 177.40 | -0.35% | |
Berkshire Hathaway B | US0846707026 | 1.67 | 404.09 | +0.05% | |
Broadcom | US11135F1012 | 1.35 | 1,390.67 | -1.54% | |
Eli Lilly | US5324571083 | 1.34 | 811.53 | +0.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.71M | 9.58 | 11.82 | 12.46 | ||
Fidelity Index World Fund P Accumul | 6.38B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund P Accumulati | 3.68B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 112.6M | 4.83 | 9.63 | 10.44 | ||
Fidelity European Fund W Acc | 2.94B | 2.74 | 12.29 | 10.34 |
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