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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.970 | 3.970 | 0.000 |
Stocks | 58.550 | 58.550 | 0.000 |
Bonds | 37.220 | 37.220 | 0.000 |
Preferred | 0.250 | 0.250 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.981 | 18.119 |
Price to Book | 5.496 | 3.069 |
Price to Sales | 2.820 | 2.057 |
Price to Cash Flow | 16.108 | 11.891 |
Dividend Yield | 0.873 | 2.016 |
5 Years Earnings Growth | 14.148 | 11.275 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.850 | 22.893 |
Financial Services | 12.660 | 15.002 |
Healthcare | 12.460 | 13.354 |
Communication Services | 11.570 | 7.241 |
Industrials | 10.800 | 10.843 |
Consumer Cyclical | 9.620 | 10.045 |
Consumer Defensive | 3.870 | 6.285 |
Real Estate | 2.370 | 3.514 |
Energy | 2.280 | 5.530 |
Utilities | 1.490 | 3.086 |
Basic Materials | 1.030 | 3.508 |
Number of long holdings: 549
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.88 | 442.57 | +0.22% | |
NVIDIA | US67066G1040 | 3.60 | 131.88 | +1.75% | |
Apple | US0378331005 | 3.20 | 212.49 | -0.82% | |
Alphabet C | US02079K1079 | 3.13 | 178.37 | +0.92% | |
Amazon.com | US0231351067 | 2.87 | 183.66 | -0.09% | |
Federal National Mortgage Association 5% | - | 2.21 | - | - | |
Federal National Mortgage Association 4% | - | 2.11 | - | - | |
United States Treasury Notes 1.875% | - | 2.03 | - | - | |
AbbVie | US00287Y1091 | 1.56 | 168.59 | +1.22% | |
Eli Lilly | US5324571083 | 1.49 | 878.45 | -0.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert VP SRI Balanced Portfolio | 393.48M | 8.44 | 4.94 | 7.84 |
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