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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.39 | 0.77 | 0.38 |
Stocks | 99.61 | 99.61 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.31 | 13.94 |
Price to Book | 1.53 | 1.75 |
Price to Sales | 0.88 | 1.21 |
Price to Cash Flow | 4.52 | 5.67 |
Dividend Yield | 5.21 | 3.58 |
5 Years Earnings Growth | 12.73 | 14.05 |
Name | Net % | Category Average |
---|---|---|
Energy | 59.96 | 77.84 |
Utilities | 38.52 | 18.06 |
Technology | 0.80 | 2.33 |
Basic Materials | 0.72 | 6.49 |
Number of long holdings: 59
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 6.08 | 116.02 | -0.19% | |
Shell | GB00BP6MXD84 | 5.63 | 33.81 | +0.99% | |
ConocoPhillips | US20825C1045 | 4.53 | 122.25 | 0.00% | |
Phillips 66 | US7185461040 | 4.43 | 143.61 | -0.18% | |
Engie | FR0010208488 | 4.26 | 15.32 | +0.82% | |
TotalEnergies SE | FR0000120271 | 4.15 | 67.32 | +1.45% | |
BP | GB0007980591 | 4.08 | 510.40 | -1.05% | |
Shell ADR | US7802593050 | 3.79 | 72.38 | +0.37% | |
Southern | US8425871071 | 3.61 | 75.86 | +0.70% | |
Duke Energy | US26441C2044 | 3.52 | 100.23 | +0.93% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
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