Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 83.280 | 83.290 | 0.010 |
Bonds | 17.710 | 18.190 | 0.480 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 0.490 | 5.770 | 5.280 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.004 | 17.449 |
Price to Book | 2.893 | 2.532 |
Price to Sales | 1.837 | 1.769 |
Price to Cash Flow | 11.002 | 10.625 |
Dividend Yield | 1.839 | 2.228 |
5 Years Earnings Growth | 12.820 | 11.409 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.240 | 22.246 |
Financial Services | 14.010 | 14.964 |
Healthcare | 12.830 | 12.524 |
Consumer Cyclical | 10.790 | 10.990 |
Industrials | 10.720 | 11.672 |
Communication Services | 8.370 | 6.568 |
Consumer Defensive | 6.100 | 6.098 |
Basic Materials | 4.220 | 4.196 |
Energy | 4.110 | 4.621 |
Utilities | 2.420 | 2.369 |
Real Estate | 2.190 | 3.750 |
Number of long holdings: 2,132
Number of short holdings: 111
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.75 | 442.57 | +0.22% | |
Apple | US0378331005 | 3.28 | 212.49 | -0.82% | |
Gsglpwdl R Sofr P 12/15/25 Gs | - | 3.26 | - | - | |
NVIDIA | US67066G1040 | 2.93 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 2.52 | 183.66 | -0.09% | |
Bcpudeal R Sofr P 04/11/25 Bc | - | 2.39 | - | - | |
S&P500 Emini Fut Jun24 Esm4 | - | 2.05 | - | - | |
Us 5yr Note (Cbt) Jun24 Fvm4 | - | 1.53 | - | - | |
Us 2yr Note (Cbt) Jun24 Tum4 | - | 1.43 | - | - | |
Alphabet A | US02079K3059 | 1.38 | 176.79 | +0.93% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Retirement Advantage 2035:II | 2.42M | 8.17 | 4.46 | 7.40 | ||
Putnam Retirement Advantage 2035:V | 69.94M | 8.04 | 4.14 | 7.08 | ||
Putnam Retirement Advantage 2035: 1 | 75.19M | 8.26 | 4.72 | 7.66 | ||
Putnam Retirement Advantage 2035: 2 | 2.07M | 8.26 | 4.61 | 7.56 | ||
Putnam Retirement Advantage 2035: 4 | 3.37M | 8.12 | 4.30 | 7.23 |
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