Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.36 | 0.36 | 0.00 |
Stocks | 99.64 | 99.64 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.91 | 13.94 |
Price to Book | 1.86 | 1.75 |
Price to Sales | 1.03 | 1.21 |
Price to Cash Flow | 4.93 | 5.67 |
Dividend Yield | 3.87 | 3.58 |
5 Years Earnings Growth | 14.73 | 14.05 |
Name | Net % | Category Average |
---|---|---|
Energy | 97.85 | 77.84 |
Utilities | 1.40 | 18.06 |
Industrials | 0.76 | 5.61 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 24.10 | 116.02 | -0.19% | |
Canadian Natural | CA1363851017 | 5.78 | 102.10 | -0.28% | |
Chevron | US1667641005 | 5.22 | 160.25 | -0.30% | |
Schlumberger | AN8068571086 | 5.16 | 47.66 | +0.16% | |
Cenovus Energy Inc | CA15135U1093 | 5.05 | 28.03 | -0.50% | |
Marathon Petroleum | US56585A1025 | 4.81 | 182.58 | -0.20% | |
Occidental | US6745991058 | 4.16 | 64.38 | -0.43% | |
Valero Energy | US91913Y1001 | 3.81 | 156.86 | -0.31% | |
Hess | US42809H1077 | 3.69 | 158.86 | +0.19% | |
ConocoPhillips | US20825C1045 | 3.44 | 122.25 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
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