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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.910 | 4.300 | 2.390 |
Stocks | 4.910 | 4.910 | 0.000 |
Bonds | 86.220 | 86.220 | 0.000 |
Convertible | 1.230 | 1.230 | 0.000 |
Preferred | 1.820 | 1.820 | 0.000 |
Other | 3.910 | 3.910 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.581 | 15.087 |
Price to Book | 2.934 | 2.066 |
Price to Sales | 2.667 | 1.528 |
Price to Cash Flow | 14.357 | 8.386 |
Dividend Yield | 0.965 | 2.634 |
5 Years Earnings Growth | 11.262 | 12.331 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.600 | 17.085 |
Financial Services | 13.920 | 16.620 |
Utilities | 12.730 | 3.895 |
Healthcare | 11.570 | 11.436 |
Communication Services | 10.330 | 7.832 |
Consumer Cyclical | 9.320 | 13.007 |
Consumer Defensive | 5.850 | 6.889 |
Industrials | 2.580 | 12.419 |
Basic Materials | 2.170 | 6.299 |
Energy | 0.580 | 5.553 |
Real Estate | 0.360 | 2.818 |
Number of long holdings: 87
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.375% | - | 14.84 | - | - | |
United States Treasury Notes | - | 8.38 | - | - | |
Altria Group, Inc. 6.2% | - | 2.98 | - | - | |
General Motors Financial Company Inc | - | 2.49 | - | - | |
BP Capital Markets America, Inc. 3.119% | - | 2.22 | - | - | |
United States Treasury Notes 0.25% | - | 2.14 | - | - | |
Ares Capital Corp. 4.25% | - | 2.10 | - | - | |
Goldman Sachs Group, Inc. | - | 2.09 | - | - | |
United States Treasury Notes 2.625% | - | 1.98 | - | - | |
Merck & Co., Inc 1.7% | - | 1.92 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Yelin Lapidot 30 70 | 1.49B | 3.79 | 3.47 | - | ||
Yelin Lapidot 20/80 | 1.15B | 2.83 | 2.63 | 3.13 | ||
Yelin Lapidot Equity | 1.04B | 9.95 | 4.48 | 7.69 | ||
Yelin Lapidot 25/75 | 1.04B | 3.12 | 2.78 | 3.67 | ||
Yelin Lapidot Model + 15% | 604.4M | 2.28 | 2.10 | 2.81 |
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