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S&P/TSX
21,554.86
-26.44
(-0.12%)
S&P 500
5,464.62
-8.55
(-0.16%)
DOW
39,150.33
+15.53
(+0.04%)
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0.7313
+0.0009
(+0.12%)
CRUDE OIL
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Bitcoin CAD
83,435.48
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(-5.07%)
Plumb Balanced Investor (PLBBX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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38.95
+0.03
(+0.08%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Overall Portfolio Composition (%)
Cash
4.16%
Stocks
66.23%
Bonds
23.21%
Others
0.00%
Preferred
6.40%
Convertable
0.00%
Sector Weightings (%)
Sector(s)
PLBBX
Basic Materials
0.00%
Consumer Cyclical
7.74%
Financial Services
15.70%
Real Estate
0.00%
Consumer Defensive
4.68%
Healthcare
11.20%
Utilities
0.00%
Communication Services
4.56%
Energy
9.70%
Industrials
8.06%
Technology
38.36%
Equity Holdings
Average
PLBBX
Category Average
Price/Earnings
0.03
23.62
Price/Book
0.15
3.26
Price/Sales
0.25
2.32
Price/Cashflow
0.05
15.57
Median Market Cap
163,096.42
97,816.96
3 Year Earnings Growth
26.43
15.47
Bond Holdings
Average
PLBBX
Category Average
Maturity
9.65
5.72
Duration
5.2
4.49
Credit Quality
N/A
N/A
Bond Ratings
Sector(s)
PLBBX
US Government
2.71%
AAA
N/A
AA
N/A
A
N/A
BBB
N/A
BB
N/A
B
N/A
Below B
N/A
Others
N/A
Top 9 Holdings (28.99% of Total Assets)
Get Quotes for Top Holdings
Name
Symbol
% Assets
NVIDIA Corp
NVDA
4.82%
Novo Nordisk A/S ADR
NVO
3.17%
Visa Inc Class A
V
3.16%
Microsoft Corp
MSFT
3.09%
Mastercard Inc Class A
MA
3.05%
Alphabet Inc Class A
GOOGL
3.02%
WEX Inc
WEX
3.01%
Copart Inc
CPRT
2.94%
MercadoLibre Inc
MELI
2.72%
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