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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.03 | 4.14 | 0.11 |
Stocks | 95.78 | 95.78 | 0.00 |
Bonds | 0.15 | 0.15 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.52 | 17.78 |
Price to Book | 2.88 | 2.86 |
Price to Sales | 1.98 | 2.03 |
Price to Cash Flow | 12.30 | 11.66 |
Dividend Yield | 1.99 | 2.11 |
5 Years Earnings Growth | 10.84 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.98 | 22.06 |
Financial Services | 14.64 | 15.46 |
Healthcare | 12.24 | 14.31 |
Consumer Cyclical | 10.82 | 10.67 |
Industrials | 10.78 | 12.10 |
Communication Services | 7.47 | 7.26 |
Consumer Defensive | 6.52 | 8.42 |
Energy | 4.28 | 4.03 |
Basic Materials | 3.64 | 4.38 |
Real Estate | 2.31 | 2.80 |
Utilities | 2.31 | 2.56 |
Number of long holdings: 1,616
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.36 | 430.52 | +0.35% | |
Apple | US0378331005 | 4.29 | 190.90 | -0.75% | |
NVIDIA | US67066G1040 | 2.91 | 949.50 | -0.46% | |
Amazon.com | US0231351067 | 2.43 | 183.13 | -0.01% | |
Meta Platforms | US30303M1027 | 1.63 | 467.78 | +0.68% | |
Alphabet A | US02079K3059 | 1.23 | 176.38 | -0.83% | |
Alphabet C | US02079K1079 | 1.08 | 178.00 | -0.86% | |
Eli Lilly | US5324571083 | 0.93 | 802.91 | -0.03% | |
Tesla | US88160R1014 | 0.87 | 180.11 | -3.48% | |
Broadcom | US11135F1012 | 0.87 | 1,392.24 | -0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.75M | 9.58 | 11.82 | 12.46 | ||
Fidelity Index US Fund Class A Acc | 3.65M | 11.14 | 14.28 | 15.54 | ||
Fidelity Index US Fund P Accumulati | 3.69B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 113.13M | 6.60 | 11.91 | 10.62 | ||
Fidelity European Acc | 598.43M | 2.62 | 11.44 | 9.52 |
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