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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.8 | 14.3 | 7.5 |
Stocks | 5.0 | 5.0 | 0.0 |
Bonds | 83.4 | 83.4 | 0.1 |
Convertible | 0.0 | 0.0 | 0.0 |
Other | 4.9 | 4.9 | 0.0 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.9 | 15.1 |
Price to Book | 4.6 | 2.1 |
Price to Sales | 3.0 | 1.5 |
Price to Cash Flow | 15.7 | 8.4 |
Dividend Yield | 1.3 | 2.6 |
5 Years Earnings Growth | 12.4 | 12.3 |
Name | Net % | Category Average |
---|---|---|
Technology | 38.0 | 17.1 |
Consumer Cyclical | 11.7 | 13.0 |
Communication Services | 11.3 | 7.8 |
Healthcare | 10.4 | 11.4 |
Financial Services | 8.2 | 16.6 |
Industrials | 7.0 | 12.4 |
Consumer Defensive | 6.1 | 6.9 |
Energy | 2.6 | 5.5 |
Utilities | 1.8 | 3.9 |
Real Estate | 1.6 | 2.8 |
Basic Materials | 1.3 | 6.3 |
Number of long holdings: 69
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab 1-5 Year Corporate Bond ETF | - | 6.61 | - | - | |
iShares iBonds Dec 2026 Term Corporate | US46435GAA04 | 6.59 | 23.75 | -0.08% | |
United States Treasury Bills | - | 4.22 | - | - | |
SPDR Barclays Intermediate Term Corporate Bond | US78464A3757 | 4.11 | 32.40 | -0.19% | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 4.05 | 79.43 | -0.30% | |
United States Treasury Notes | - | 4.01 | - | - | |
SPDR® S&P 500 ETF Trust | - | 3.19 | - | - | |
United States Treasury Notes | - | 2.91 | - | - | |
Vanguard Short-Term Corporate Bond Index Fund Shar | US92206C4096 | 2.52 | 76.94 | -0.14% | |
Mizrahi Te 2I 3.07 07-Apr | IL0069508369 | 2.48 | 92.334 | +0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KSM KTF S&P 500 | 3.06B | 8.93 | 12.85 | - | ||
Kesem KTF SP500 Index Neutralized F | 1.65B | 4.99 | 5.09 | - | ||
IL0051289051 | 1.27B | 6.65 | 13.63 | - | ||
KESEM KTF Tel Aviv 125 | 653.29M | 4.42 | 4.76 | 4.66 | ||
Kesem KTF Nasdaq 100 Forex Neutral | 497.31M | 2.64 | 5.12 | - |
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