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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.26 | 4.88 | 0.62 |
Stocks | 95.33 | 95.33 | 0.00 |
Preferred | 0.42 | 0.42 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.09 | 11.52 |
Price to Book | 1.64 | 1.37 |
Price to Sales | 1.17 | 0.93 |
Price to Cash Flow | 7.50 | 5.86 |
Dividend Yield | 3.70 | 3.90 |
5 Years Earnings Growth | 10.75 | 9.57 |
Name | Net % | Category Average |
---|---|---|
Industrials | 18.74 | 14.12 |
Financial Services | 17.32 | 20.17 |
Consumer Cyclical | 15.51 | 11.82 |
Technology | 12.29 | 8.56 |
Basic Materials | 10.03 | 7.75 |
Healthcare | 8.69 | 10.63 |
Consumer Defensive | 6.44 | 9.38 |
Energy | 4.53 | 7.40 |
Communication Services | 4.15 | 6.14 |
Utilities | 1.54 | 3.41 |
Real Estate | 0.77 | 1.81 |
Number of long holdings: 236
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alibaba | KYG017191142 | 1.79 | 75.30 | +3.15% | |
Ryanair ADR | US7835132033 | 1.75 | 139.91 | -0.06% | |
Taiwan Semicon | TW0002330008 | 1.63 | 782.00 | +2.09% | |
HSBC | GB0005405286 | 1.56 | 663.60 | +0.26% | |
Tencent Holdings | KYG875721634 | 1.46 | 348.40 | +2.65% | |
Roche Holding Participation | CH0012032048 | 1.36 | 221.00 | +1.01% | |
AIA Group | HK0000069689 | 1.30 | 54.00 | +4.75% | |
Airbus Group | NL0000235190 | 1.27 | 157.06 | -0.92% | |
BP | GB0007980591 | 1.25 | 524.80 | -0.28% | |
Novo Nordisk B | DK0062498333 | 1.13 | 886.6 | +2.28% |
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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