Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.080 | 7.510 | 0.430 |
Stocks | 56.120 | 56.850 | 0.730 |
Bonds | 32.900 | 66.050 | 33.150 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 3.880 | 9.560 | 5.680 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.060 | 15.243 |
Price to Book | 2.216 | 2.185 |
Price to Sales | 1.556 | 1.574 |
Price to Cash Flow | 9.927 | 9.142 |
Dividend Yield | 2.562 | 3.055 |
5 Years Earnings Growth | 10.430 | 10.209 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.470 | 17.445 |
Financial Services | 13.880 | 15.126 |
Industrials | 12.140 | 11.356 |
Healthcare | 11.980 | 11.265 |
Consumer Cyclical | 10.780 | 8.820 |
Consumer Defensive | 7.110 | 7.849 |
Real Estate | 6.760 | 7.091 |
Communication Services | 6.490 | 6.184 |
Basic Materials | 4.720 | 5.093 |
Energy | 3.990 | 7.497 |
Utilities | 2.680 | 4.833 |
Number of long holdings: 40
Number of short holdings: 11
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core MSCI EAFE ETF | - | 24.67 | - | - | |
Vanguard Total Bond Market | US9219378356 | 21.13 | 71.58 | +0.27% | |
iShares Core US Aggregate Bond | US4642872265 | 12.83 | 96.44 | +0.19% | |
ishares S&P 500 | US4642872000 | 10.12 | 522.66 | +0.55% | |
Technology Select Sector SPDR | US81369Y8030 | 4.72 | 204.78 | -0.03% | |
Ssga Offshore Usd D Class Ssga Offshore Usd D Class | - | 3.78 | - | - | |
BLACKROCK GLOBAL TACTICAL STRA CAYMAN SLEEVE | - | 3.78 | - | - | |
Bryjbt4m4 Trs Usd R E Bryjbt4n2 Commoditytrs | - | 3.30 | - | - | |
iShares US Real Estate | US4642877397 | 2.15 | 86.40 | +1.92% | |
E-Mini Russ 2000 Mar24 Xcme 20240315 | - | 2.14 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Brighthouse Balanced Plus Portfolio | 7.69B | 3.33 | -1.50 | 4.88 | ||
Brighthouse Funds Trust II MetLifma | 5.27B | 10.47 | 11.20 | 12.68 | ||
Brighthouse Asset Allocation 40 Pob | 3.58B | 2.94 | 1.20 | 4.51 | ||
Brighthouse Funds Trust I Americanc | 2.78B | 7.77 | 5.50 | 8.66 | ||
Brighthouse Funds Trust I AB Global | 2.69B | 3.49 | 0.29 | 3.85 |
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