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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.470 | 5.930 | 2.460 |
Stocks | 5.330 | 5.330 | 0.000 |
Bonds | 87.500 | 87.500 | 0.000 |
Convertible | 0.280 | 0.280 | 0.000 |
Other | 3.420 | 3.420 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.863 | 15.087 |
Price to Book | 3.428 | 2.066 |
Price to Sales | 2.232 | 1.528 |
Price to Cash Flow | 13.775 | 8.386 |
Dividend Yield | 1.380 | 2.634 |
5 Years Earnings Growth | 10.984 | 12.331 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.560 | 17.085 |
Healthcare | 19.600 | 11.436 |
Financial Services | 16.030 | 16.620 |
Consumer Cyclical | 12.490 | 13.007 |
Communication Services | 11.810 | 7.832 |
Industrials | 4.770 | 12.419 |
Consumer Defensive | 3.310 | 6.889 |
Basic Materials | 2.850 | 6.299 |
Energy | 2.070 | 5.553 |
Real Estate | 1.290 | 2.818 |
Utilities | 1.210 | 3.895 |
Number of long holdings: 113
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.375% | - | 7.84 | - | - | |
Altria Group, Inc. 6.2% | - | 3.77 | - | - | |
General Motors Financial Company Inc | - | 2.54 | - | - | |
Tachlit SAL 4A NASDAQ 100 Currency Hedged | IL0011437345 | 2.39 | 14,470 | +0.49% | |
United States Treasury Notes | - | 2.32 | - | - | |
United States Treasury Notes 0.25% | - | 2.28 | - | - | |
Source S&P 500 UCITS | IE00B3YCGJ38 | 2.18 | 986.68 | +0.52% | |
JPMorgan Chase & Co. 1.578% | - | 2.17 | - | - | |
United States Treasury Notes 2.625% | - | 1.98 | - | - | |
Apple Inc. 2.75% | - | 1.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Yelin Lapidot 90/10 | 1.09B | 1.78 | 1.98 | 2.26 | ||
Yelin Lapidot Corporate Bonds | 971.61M | 1.62 | 2.02 | - | ||
Yelin Lapidot 9010 Growth | 948.71M | 1.96 | 2.01 | - | ||
Yelin Lapidot Internal Rating Syste | 877.88M | 2.01 | 2.00 | 2.39 | ||
Yelin Lapidot A and Above upto 4 Y | 852.35M | 1.13 | 1.33 | - |
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