Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.290 | 0.290 | 0.000 |
Stocks | 96.450 | 96.450 | 0.000 |
Bonds | 3.260 | 3.260 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.903 | 15.312 |
Price to Book | 2.024 | 2.420 |
Price to Sales | 1.246 | 1.630 |
Price to Cash Flow | 8.409 | 10.147 |
Dividend Yield | 2.411 | 2.608 |
5 Years Earnings Growth | 8.069 | 9.623 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.420 | 20.513 |
Healthcare | 17.270 | 15.310 |
Industrials | 17.030 | 11.942 |
Energy | 9.380 | 8.401 |
Technology | 9.120 | 12.478 |
Consumer Cyclical | 7.670 | 6.481 |
Communication Services | 7.120 | 5.499 |
Consumer Defensive | 6.200 | 8.429 |
Real Estate | 5.470 | 3.606 |
Basic Materials | 2.060 | 3.925 |
Utilities | 1.260 | 5.000 |
Number of long holdings: 70
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 3.83 | - | - | |
CVS Health Corp | - | 2.56 | - | - | |
Medtronic | IE00BTN1Y115 | 2.43 | 84.19 | -0.14% | |
The Walt Disney Co | - | 2.38 | - | - | |
Bank of America | US0605051046 | 2.37 | 38.91 | +1.08% | |
Chevron Corp | - | 2.37 | - | - | |
The Kraft Heinz Co | - | 2.37 | - | - | |
Johnson Controls | IE00BY7QL619 | 2.33 | 67.81 | +1.40% | |
General Motors Co | - | 2.32 | - | - | |
Merck & Co Inc | - | 2.26 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.19B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth A | 8.29B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 190.15M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.64M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 295.99M | 3.47 | 2.85 | 3.52 |
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