Название | Отрасль | Доля, % | P/BV | P/S | P/E | EV/Ebitda | Дивидендная доходность |
---|---|---|---|---|---|---|---|
JPMorgan Chase | Financials | 8.34 | 1.5026 | 3.18 | 9.94 | -170.23 | 2.58 |
Berkshire Hathaway | Financials | 8.15 | 1.42 | 1.92 | 8.9 | 0 | 0 |
Visa | Financials | 6.56 | 12.56 | 14.9 | 28.17 | 23 | 0.7292 |
Mastercard | Financials | 5.82 | 57.34 | 15.99 | 35.84 | 26.61 | 0.5502 |
Bank of America | Financials | 4.1 | 0.9262 | 2.74 | 10.19 | 8.66 | 2.97 |
Wells Fargo | Financials | 3.38 | 0.9761 | 2.22 | 9.56 | 3.82 | 2.89 |
Goldman Sachs | Financials | 2.07 | 1.1225 | 2.85 | 15.46 | -307.77 | 3.01 |
American Express | Financials | 2.07 | 4.87 | 2.26 | 16.31 | 11.44 | 1.3352 |
S&P Global Inc | Financials | 2.06 | 3.64 | 11.1 | 52.81 | 37.16 | 0.8531 |
Progressive | Financials | 1.9 | 4.57 | 1.4929 | 23.75 | 332.5 | 0.2462 |
Citigroup | Financials | 1.77 | 0.4823 | 0.6332 | 10.78 | 46.13 | 4.4 |
Morgan Stanley | Financials | 1.72 | 1.5213 | 3 | 16.74 | 23.22 | 4.02 |
BlackRock | Financials | 1.72 | 2.93 | 6.48 | 21.98 | 16.33 | 2.63 |
Charles Schwab | Financials | 1.7 | 3.07 | 4.92 | 24.78 | 13.4 | 1.5833 |
Chubb Limited | Financials | 1.56 | 1.4357 | 1.829 | 10.13 | 1179.02 | 1.4782 |
Fidelity MSCI Financials Index ETF
Доходность за полгода: 23.4%
Отрасль: Financials Equities