Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.93 | 1.96 | 0.03 |
Stocks | 97.99 | 97.99 | 0.00 |
Bonds | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.78 | 20.06 |
Price to Book | 4.12 | 3.71 |
Price to Sales | 2.67 | 2.47 |
Price to Cash Flow | 15.02 | 13.77 |
Dividend Yield | 1.44 | 1.58 |
5 Years Earnings Growth | 11.87 | 11.65 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.65 | 28.08 |
Financial Services | 12.62 | 14.05 |
Healthcare | 12.45 | 13.59 |
Consumer Cyclical | 10.53 | 10.65 |
Communication Services | 8.99 | 8.50 |
Industrials | 8.32 | 8.94 |
Consumer Defensive | 5.93 | 5.91 |
Energy | 3.91 | 4.13 |
Real Estate | 2.26 | 2.51 |
Utilities | 2.19 | 2.39 |
Basic Materials | 2.15 | 3.01 |
Number of long holdings: 618
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.96 | - | - | |
Apple Inc | - | 5.60 | - | - | |
NVIDIA Corp | - | 4.96 | - | - | |
Amazon.com Inc | - | 3.66 | - | - | |
Meta Platforms Inc Class A | - | 2.42 | - | - | |
Alphabet Inc Class A | - | 1.98 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.69 | - | - | |
Alphabet Inc Class C | - | 1.67 | - | - | |
Eli Lilly and Co | - | 1.38 | - | - | |
Broadcom Inc | - | 1.29 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.59M | 9.58 | 11.82 | 12.46 | ||
Fidelity Index World Fund P Accumul | 6.29B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund P Accumulati | 3.67B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 110.97M | 6.60 | 11.91 | 10.62 | ||
Fidelity European Fund W Acc | 2.91B | 2.74 | 12.29 | 10.34 |
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