Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.970 | 3.910 | 0.940 |
Stocks | 75.710 | 75.710 | 0.000 |
Bonds | 21.280 | 21.280 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.594 | 17.254 |
Price to Book | 2.411 | 2.524 |
Price to Sales | 1.850 | 1.754 |
Price to Cash Flow | 11.275 | 10.567 |
Dividend Yield | 2.292 | 2.175 |
5 Years Earnings Growth | 11.000 | 11.459 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.460 | 21.630 |
Financial Services | 14.750 | 14.916 |
Industrials | 10.740 | 11.705 |
Healthcare | 10.720 | 12.503 |
Consumer Cyclical | 10.280 | 10.982 |
Real Estate | 7.350 | 3.991 |
Communication Services | 7.050 | 6.509 |
Consumer Defensive | 5.850 | 6.299 |
Energy | 4.380 | 4.630 |
Basic Materials | 4.120 | 4.316 |
Utilities | 2.300 | 2.520 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ishares Russell 1000 Large-Cap Idx Inv A | - | 45.79 | - | - | |
iShares Core MSCI Total Intl Stk ETF | - | 25.53 | - | - | |
iShares US Securitized Bond Index | - | 4.92 | - | - | |
iShares TIPS Bond | US4642871762 | 4.54 | 106.70 | +0.40% | |
iShares US Long Credit Bond Index | - | 3.89 | - | - | |
iShares Developed Real Estate Idx K | - | 3.69 | - | - | |
Blackrock Small Cap Index Fund | - | 3.07 | - | - | |
iShares US Intermediate Gov Bd Idx | - | 2.89 | - | - | |
iShares US Long Government Bond Idx | - | 2.82 | - | - | |
iShares US Intermediate Credit Bond Idx | - | 2.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock Strategic Income Opps Ins | 24.03B | -0.53 | 0.29 | 2.55 | ||
BlackRock Strategic Income Opps K | 12.36B | -0.50 | 0.42 | - | ||
BlackRock High Yield Bond Instl | 11.83B | 1.35 | 2.26 | 4.34 | ||
BlackRock Total Return Instl | 10.56B | -2.81 | -3.64 | 1.58 | ||
BlackRock LifePath Index 2030 K | 9.65B | 0.37 | 0.51 | 5.98 |
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