Query_id
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625
do I hold funds with exposure to north america?
[{'text':'hold','ticker':'HOLD'},{'text':'do','ticker':'DO'}]
[{'funds':['vehicle/funds']},{'north america':['exposure/region/north_america']}]
627
how much middle eastern exposure do I have?
[{'text':'eastern','ticker':'EAST'},{'text':'do','ticker':'DO'}]
[{'middle eastern':['exposure/region/middle_east']}]
629
Show me stocks with foreign exposure I can invest in
[{'text':'can','ticker':'CAN'},{'text':'me','ticker':'ME'}]
[{'stocks':['asset_type/single_stocks']},{'foreign':['exposure/region/international']}]
630
How are my all countries stock doing?
[{'text':'are','ticker':'ARE'},{'text':'all','ticker':'ALL'}]
[{'How * doing':['attribute/technical/returns']},{'all countries':['exposure/region/global']},{'stock':['asset_type/single_stocks']}]
632
Do I hold any european exposure in stocks?
[{'text':'Do','ticker':'DO'},{'text':'hold','ticker':'HOLD'},{'text':'any','ticker':'ANY'}]
[{'european':['exposure/region/europe']},{'stocks':['asset_type/single_stocks']}]
636
do I have any exposure to asia countries
[{'text':'asia','ticker':'ASIA'},{'text':'do','ticker':'DO'},{'text':'any','ticker':'ANY'}]
[{'asia countries':['exposure/region/asia']}]
644
compare tesla with other blue chip stocks
[{'text':'tesla','ticker':'TSLA'},{'text':'blue','ticker':'BLUE'}]
[{'tesla':['ticker/TSLA']},{'blue chip':['attribute/blue_chip']},{'stocks':['asset_type/single_stocks']}]
645
Show me best performing carbon neutral funds
[{'text':'me','ticker':'ME'},{'text':'best','ticker':'BEST'}]
[{'best performing':['preference/high','attribute/technical/returns']},{'carbon neutral':['attribute/carbon']},{'funds':['vehicle/funds']}]
646
what is the morningstar category of SPY?
[{'text':'SPY','ticker':'SPY'},{'text':'morningstar','ticker':'MORN'}]
[{'morningstar category':['attribute/category']},{'SPY':['ticker/SPY']}]
647
Compare SPY, IVV, VOO on their expense ratios
[{'text':'on','ticker':'ON'},{'text':'IVV','ticker':'IVV'},{'text':'VOO','ticker':'VOO'},{'text':'SPY','ticker':'SPY'}]
[{'SPY':['ticker/SPY']},{'IVV':['ticker/IVV']},{'VOO':['ticker/VOO']},{'expense ratios':['attribute/cost/expense_ratio']}]
648
Show me credit grade breakdown of AGG
[{'text':'AGG','ticker':'AGG'},{'text':'me','ticker':'ME'}]
[{'credit grade':['attribute/credit_rating']},{'AGG':['ticker/AGG']}]
649
show me closed end funds that are trading at a discount
[{'text':'a','ticker':'A'},{'text':'me','ticker':'ME'},{'text':'at','ticker':'T'},{'text':'are','ticker':'ARE'}]
[{'closed end funds':['vehicle/funds/closed_end']},{'trading at a discount':['attribute/discount_to_nav']}]
650
Show me multi-factor etfs that performed well this year
[{'text':'year','ticker':'YEAR'},{'text':'well','ticker':'WELL'},{'text':'me','ticker':'ME'}]
[{'multi-factor':['attribute/diversification/factor']},{'etfs':['vehicle/funds/etf']},{'performed well':['preference/high','attribute/technical/returns']},{'this year':['time/this_year']}]
651
Can you diversify my holdings geographically?
[{'text':'you','ticker':'YOU'},{'text':'Can','ticker':'CAN'}]
[{'diversify * geographically':['attribute/diversification/geographic']},{'holdings':['vehicle/portfolio']}]
652
am I diversified across sectors enough?
[{'text':'diversified','ticker':'DIV'},{'text':'am','ticker':'AM'}]
[{'diversified across sectors':['attribute/diversification/sector']}]
653
show me some short term bonds I can invest in
[{'text':'some','ticker':'SOME'},{'text':'term','ticker':'TERM'},{'text':'can','ticker':'CAN'},{'text':'me','ticker':'ME'}]
[{'short term':['preference/low','attribute/duration']},{'bonds':['asset_type/bonds']}]
654
Which of my portfolio holdings are listed on nasdaq
[{'text':'are','ticker':'ARE'},{'text':'on','ticker':'ON'},{'text':'nasdaq','ticker':'NDAQ'}]
[{'portfolio':['vehicle/portfolio']},{'listed on nasdaq':['attribute/exchange_primary/nasdaq']}]
655
tech stocks with primary listing on NYSE
[{'text':'on','ticker':'ON'},{'text':'tech','ticker':'TECH'}]
[{'tech':['exposure/sector/it']},{'stocks':['asset_type/single_stocks']},{'primary listing on NYSE':['attribute/exchange_primary/nyse']}]
657
show me bond funds with that pay a coupon to invest in
[{'text':'a','ticker':'A'},{'text':'pay','ticker':'PAY'},{'text':'bond','ticker':'BOND'},{'text':'me','ticker':'ME'}]
[{'bond':['asset_type/bonds']},{'funds':['vehicle/funds']},{'pay a coupon':['attribute/fundamental/coupon']}]
658
Short maturity bond funds i can invest in
[{'text':'bond','ticker':'BOND'},{'text':'can','ticker':'CAN'}]
[{'Short maturity':['preference/low','attribute/fundamental/maturity']},{'bond':['asset_type/bonds']},{'funds':['vehicle/funds']}]
659
What is the bid ask for tesla?
[{'text':'tesla','ticker':'TSLA'},{'text':'bid','ticker':'BDDDY'},{'text':'for','ticker':'FOR'}]
[{'bid ask':['attribute/fundamental/spreads/bid_ask']},{'tesla':['ticker/TSLA']}]
661
what are the quarterly earnings of costco and walmart
[{'text':'costco','ticker':'COST'},{'text':'walmart','ticker':'WMT'},{'text':'are','ticker':'ARE'}]
[{'quarterly':['time/last_one_quarter']},{'earnings':['attribute/fundamental/valuation/cash_flow/profitability/earnings_per_share']},{'costco':['ticker/COST']},{'walmart':['ticker/WMT']}]
662
Compare my stock holdings based on gross margin for last quarter
[{'text':'on','ticker':'ON'},{'text':'for','ticker':'FOR'}]
[{'stock':['asset_type/single_stocks']},{'holdings':['vehicle/portfolio']},{'gross margin':['attribute/fundamental/valuation/cash_flow/profitability/gross_margin']},{'last quarter':['time/last_one_quarter']}]
663
compare ROA for microsoft and nvda
[{'text':'microsoft','ticker':'MSFT'},{'text':'nvda','ticker':'NVDA'},{'text':'for','ticker':'FOR'}]
[{'ROA':['attribute/fundamental/valuation/cost_of_capital/return_on_assets']},{'microsoft':['ticker/MSFT']},{'nvda':['ticker/NVDA']}]
664
msft, aapl, nvda return on equity
[{'text':'aapl','ticker':'AAPL'},{'text':'nvda','ticker':'NVDA'},{'text':'msft','ticker':'MSFT'},{'text':'on','ticker':'ON'}]
[{'msft':['ticker/MSFT']},{'aapl':['ticker/AAPL']},{'nvda':['ticker/NVDA']},{'return on equity':['attribute/fundamental/valuation/cost_of_capital/return_on_equity']}]
665
What's AAPL 1 year profit growth looking like?
[{'text':'AAPL','ticker':'AAPL'},{'text':'year','ticker':'YEAR'},{'text':'1','ticker':'DRI'}]
[{'AAPL':['ticker/AAPL']},{'1 year':['time/last_one_year']},{'profit growth':['attribute/fundamental/valuation/growth_rate/profitability']}]
667
what is the price to book for tesla
[{'text':'tesla','ticker':'TSLA'},{'text':'for','ticker':'FOR'}]
[{'price to book':['attribute/fundamental/valuation/ratio/pb_ratio']},{'tesla':['ticker/TSLA']}]
668
What's the ttm yield of ICAP
[{'text':'ICAP','ticker':'ICAP'},{'text':'ttm','ticker':'TTMI'}]
[{'ttm':['time/last_twelve_months']},{'yield':['attribute/fundamental/yield']},{'ICAP':['ticker/ICAP']}]
669
compare the SEC yield of BOTZ, ITOT, PDN and IBLC
[{'text':'ITOT','ticker':'ITOT'},{'text':'IBLC','ticker':'IBLC'},{'text':'BOTZ','ticker':'BOTZ'},{'text':'PDN','ticker':'PDN'}]
[{'SEC yield':['attribute/fundamental/yield/sec_yield']},{'BOTZ':['ticker/BOTZ']},{'ITOT':['ticker/ITOT']},{'PDN':['ticker/PDN']},{'IBLC':['ticker/IBLC']}]
673
Show me actively managed etfs that outperformed this year
[{'text':'me','ticker':'ME'},{'text':'year','ticker':'YEAR'}]
[{'actively managed':['attribute/philosophy/active']},{'etfs':['vehicle/funds/etf']},{'outperformed':['preference/high','attribute/technical/returns']},{'this year':['time/this_year']}]
674
what are some transparent ETFs I can invest in?
[{'text':'can','ticker':'CAN'},{'text':'are','ticker':'ARE'},{'text':'some','ticker':'SOME'}]
[{'transparent':['attribute/philosophy/transparent']},{'ETFs':['vehicle/funds/etf']}]
675
what are some energy investments trading at premium?
[{'text':'are','ticker':'ARE'},{'text':'some','ticker':'SOME'},{'text':'at','ticker':'T'}]
[{'energy':['exposure/sector/energy']},{'trading at premium':['attribute/premium_to_nav']}]
676
compare analyst ratings for TSLA and it's peers
[{'text':'for','ticker':'FOR'},{'text':'TSLA','ticker':'TSLA'}]
[{'analyst ratings':['attribute/ratings/analyst']},{'TSLA':['ticker/TSLA']},{'peers':['attribute/competitors']}]
678
Which of my holdings have good morningstar ratings?
[{'text':'morningstar','ticker':'MORN'},{'text':'good','ticker':'GOOD'}]
[{'holdings':['vehicle/portfolio']},{'good morningstar ratings':['preference/high','attribute/ratings/morningstar']}]
679
show me non investment grade bond funds I can invest in
[{'text':'bond','ticker':'BOND'},{'text':'can','ticker':'CAN'},{'text':'me','ticker':'ME'}]
[{'non investment grade':['attribute/seniority/high_yield']},{'bond':['asset_type/bonds']},{'funds':['vehicle/funds']}]
680
What are some investment grade coroporate debt I can invest in
[{'text':'can','ticker':'CAN'},{'text':'are','ticker':'ARE'},{'text':'some','ticker':'SOME'}]
[{'investment grade':['attribute/seniority/investment_grade']},{'coroporate debt':['asset_type/bonds/corporate_bond']}]
683
revenue-based style etfs that performed well year to date
[{'text':'well','ticker':'WELL'},{'text':'year','ticker':'YEAR'}]
[{'revenue-based style':['attribute/style/revenue']},{'etfs':['vehicle/funds/etf']},{'performed well':['preference/high','attribute/technical/returns']},{'year to date':['time/since_this_year']}]
686
what are the popular mid size cap stocks
[{'text':'tech','ticker':'TECH'},{'text':'are','ticker':'ARE'},{'text':'mid','ticker':'MID'},{'text':'popular','ticker':'BPOP'}]
[{'popular':['preference/high','attribute/popularity']},{'mid size cap':['attribute/style/mid_cap']},{'stocks':['asset_type/single_stocks']}]
687
How are small caps trending this year?
[{'text':'are','ticker':'ARE'},{'text':'year','ticker':'YEAR'},{'text':'caps','ticker':'CAPS'}]
[{'small caps':['attribute/style/small_cap']},{'trending':['attribute/technical/trend']},{'this year':['time/this_year']}]
688
Invest in small and mid cap stocks with good performance this quarter
[{'text':'mid','ticker':'MID'},{'text':'year','ticker':'YEAR'},{'text':'good','ticker':'GOOD'}]
[{'small and mid cap':['attribute/style/small_mid_cap']},{'stocks':['asset_type/single_stocks']},{'good performance':['preference/high','attribute/technical/returns']},{'this quarter':['time/this_quarter']}]
694
What is the correlation between GE and GEV?
[{'text':'GE','ticker':'GE'},{'text':'GEV','ticker':'GEV'}]
[{'correlation':['attribute/target_attribute/similarity/correlation']},{'GE':['ticker/GE']},{'GEV':['ticker/GEV']}]
695
how much assets does Invesco S&P 500 Equal Weight Energy fund have?
[{'text':'invesco','ticker':'IVZ'},{'text':'S&P','ticker':'SP'},{'text':'fund','ticker':'FUND'}]
[{'assets':['attribute/technical/aum']},{'Invesco S&P 500 Equal Weight Energy':['potential_company']},{'fund':['vehicle/funds']}]
696
What are fund flows?
[{'text':'fund','ticker':'FUND'},{'text':'are','ticker':'ARE'}]
[{'fund flows':['attribute/technical/fund_flow']}]
698
How much in-flow has energy sector received this week?
[{'text':'has','ticker':'HAS'},{'text':'year','ticker':'YEAR'}]
[{'in-flow':['attribute/technical/inflows']},{'energy sector':['exposure/sector/energy']},{'this week':['time/this_week']}]
699
how much funds have been flowing out of small-cap category
[{'text':'out','ticker':'OUT'},{'text':'been','ticker':'BEEN'}]
[{'flowing out':['attribute/technical/outflows']},{'small-cap':['attribute/style/small_cap']}]
701
Which of my holdings are at their all time high?
[{'text':'are','ticker':'ARE'},{'text':'all','ticker':'ALL'},{'text':'high','ticker':'HIGH'},{'text':'at','ticker':'T'},{'text':'time','ticker':'TIME'}]
[{'holdings':['vehicle/portfolio']},{'all time':['time/since_inception']},{'high':['attribute/technical/price_over_high']}]
702
show me utility sector stocks that are trading at 52-week low
[{'text':'low','ticker':'LOW'},{'text':'at','ticker':'T'},{'text':'me','ticker':'ME'},{'text':'are','ticker':'ARE'}]
[{'utility sector':['exposure/sector/utilities']},{'stocks':['asset_type/single_stocks']},{'52-week':['time/last_fifty-two_weeks']},{'low':['attribute/technical/price_over_low']}]
704
What is my portfolio 1 year alpha vs the market
[{'text':'vs','ticker':'VS'},{'text':'1','ticker':'DRI'},{'text':'year','ticker':'YEAR'},{'text':'alpha','ticker':'ALPC'}]
[{'portfolio':['vehicle/portfolio']},{'1 year':['time/last_one_year']},{'alpha':['attribute/technical/alpha']},{'market':['asset_type']}]
705
what is the annualized growth rate of GE for last 10 years?
[{'text':'for','ticker':'FOR'},{'text':'GE','ticker':'GE'},{'text':'rate','ticker':'RATE'}]
[{'annualized growth rate':['attribute/technical/annualized_returns']},{'GE':['ticker/GE']},{'last 10 years':['time/last_ten_years']}]
706
what are my average return over past 2 weeks
[{'text':'1','ticker':'DRI'},{'text':'year','ticker':'YEAR'},{'text':'are','ticker':'ARE'}]
[{'average return':['attribute/technical/average_returns']},{'past 2 weeks':['time/last_two_weeks']}]
710
the implied vols difference between amzn and WMT
[{'text':'WMT','ticker':'WMT'},{'text':'amzn','ticker':'AMZN'}]
[{'implied vols':['attribute/technical/implied_volatility']},{'amzn':['ticker/AMZN']},{'WMT':['ticker/WMT']}]
712
compare ma for boeing and united
[{'text':'united','ticker':'UTNDF'},{'text':'boeing','ticker':'BA'},{'text':'for','ticker':'FOR'},{'text':'ma','ticker':'MA'}]
[{'ma':['attribute/technical/moving_average']},{'boeing':['ticker/BA']},{'united':['ticker/UTNDF']}]
713
show me real estate funds with best track history last 3 year
[{'text':'best','ticker':'BEST'},{'text':'year','ticker':'YEAR'},{'text':'me','ticker':'ME'}]
[{'real estate':['exposure/sector/real_estate']},{'funds':['vehicle/funds']},{'best track history':['preference/high','attribute/track_record']},{'last 3 year':['time/last_three_years']}]
714
when was IVV incepted?
[{'text':'IVV','ticker':'IVV'},{'text':'when','ticker':'WHEN'}]
[{'IVV':['ticker/IVV']},{'incepted':['attribute/track_record/inception']}]
715
what are some smart beta funds I can invest in?
[{'text':'can','ticker':'CAN'},{'text':'some','ticker':'SOME'},{'text':'are','ticker':'ARE'}]
[{'smart beta':['attribute/weighting/smart_beta']},{'funds':['vehicle/funds']}]
716
what ETF is weighted based on revenues of underlying stocks
[{'text':'are','ticker':'ARE'},{'text':'on','ticker':'ON'}]
[{'ETF':['vehicle/funds/etf']},{'weighted * revenues':['attribute/weighting/smart_beta/weighting_revenue']}]
717
show me volatility weighted etfs I can explore?
[{'text':'me','ticker':'ME'},{'text':'can','ticker':'CAN'}]
[{'volatility weighted':['attribute/weighting/smart_beta/weighting_volatility']},{'etfs':['vehicle/funds/etf']}]
718
What are etfs with market size weighting of their holdings
[{'text':'size','ticker':'SIZE'},{'text':'are','ticker':'ARE'}]
[{'etfs':['vehicle/funds/etf']},{'market size weighting':['attribute/weighting/weighting_market_value']}]
721
is this a good time to invest in the financial sector?
[{'text':'a','ticker':'A'},{'text':'time','ticker':'TIME'},{'text':'good','ticker':'GOOD'}]
[{'financial sector':['exposure/sector/financials']}]
722
Is now a good time to invest in treasuries
[{'text':'now','ticker':'NOW'},{'text':'good','ticker':'GOOD'},{'text':'a','ticker':'A'},{'text':'time','ticker':'TIME'}]
[{'treasuries':['asset_type/bonds/government/treasury']}]
724
jp morgan f lockheed sharpe volume ebitda
[{'text':'lockheed','ticker':'LMT'},{'text':'f','ticker':'F'}]
[{'jp morgan':['potential_company']},{'f':['ticker/F']},{'lockheed':['ticker/LMT']},{'sharpe':['attribute/technical/sharpe']},{'volume':['attribute/technical/volume']},{'ebitda':['attribute/fundamental/valuation/cash_flow/ebitda']}]
725
What are the implications of the US Equity move on Nov 30?
[{'text':'nov','ticker':'NOV'},{'text':'on','ticker':'ON'},{'text':'are','ticker':'ARE'},{'text':'move','ticker':'MOVE'}]
[{'US':['exposure/region/united_states']},{'Equity':['asset_type/equity']},{'Nov 30':['time/november_30_this_year']}]
726
What are the implications of the us fixed income move on Aug 16?
[{'text':'move','ticker':'MOVE'},{'text':'on','ticker':'ON'},{'text':'are','ticker':'ARE'}]
[{'us':['exposure/region/united_states']},{'fixed income':['asset_type/bonds']},{'Aug 16':['time/august_16_this_year']}]
727
What are the implications of the global equity move on Feb 5?
[{'text':'are','ticker':'ARE'},{'text':'on','ticker':'ON'},{'text':'move','ticker':'MOVE'}]
[{'global':['exposure/region/global']},{'equity':['asset_type/equity']},{'Feb 5':['time/february_5_this_year']}]
728
What are the implications of the Global Fixed Income move on June 20?
[{'text':'move','ticker':'MOVE'},{'text':'june','ticker':'JUNE'},{'text':'are','ticker':'ARE'},{'text':'on','ticker':'ON'}]
[{'Global':['exposure/region/global']},{'Fixed Income':['asset_type/bonds']},{'June 20':['time/june_20_this_year']}]
729
Compare AI and Biotech thematics
[{'text':'Biotech','ticker':'BMCS'},{'text':'AI','ticker':'AI'}]
[{'AI':['exposure/theme/technology/artificial_intelligence']},{'Biotech':['exposure/sector/healthcare/biotechnology']}]
730
What is the underlying index of SPY?
[{'text':'index','ticker':'INDEX'},{'text':'spy','ticker':'SPY'}]
[{'index':['exposure/index']},{'SPY':['ticker/SPY']}]
731
Whats the latest on AM?
[{'text':'am','ticker':'AM'},{'text':'on','ticker':'ON'}]
[{'latest':['time/today']},{'AM':['ticker/AM']}]
733
What are the implications of ABEVs stock move on June 7th?
[{'text':'move','ticker':'MOVE'},{'text':'june','ticker':'JUNE'},{'text':'are','ticker':'ARE'},{'text':'on','ticker':'ON'}]
[{'ABEVs':['potential_company']},{'stock':['asset_type/single_stocks']},{'move':['attribute/technical/returns']},{'June 7th':['time/june_7_this_year']}]
745
low cost ETFs similar to UWM
[{'text':'uwm','ticker':'UWM'},{'text':'cost','ticker':'COST'},{'text':'low','ticker':'LOW'}]
[{'low cost':['preference/low','attribute/cost']},{'ETFs':['vehicle/funds/etf']},{'similar':['attribute/competitors']},{'UWM':['ticker/UWM']}]
751
how much fund fees do I pay
[{'text':'fund','ticker':'FUND'},{'text':'do','ticker':'DO'},{'text':'pay','ticker':'PAY'}]
[{'fund fees':['attribute/cost']}]
755
Which stocks are new in the TDH portfolio?
[{'text':'tdh','ticker':'PETZ'},{'text':'are','ticker':'ARE'}]
[{'stocks':['asset_type/single_stocks']},{'new':['time/today']},{'TDH':['communities/investor_alley/the_dividend_hunter']},{'portfolio':['vehicle/portfolio']}]
756
what's teslas 14 day atr
[{'text':'s','ticker':'S'},{'text':'atr','ticker':'ATR'},{'text':'day','ticker':'DAY'}]
[{'teslas':['potential_company']},{'14 day':['time/last_fourteen_days']},{'atr':['attribute/technical/average_true_range']}]
758
when did pffa launch
[{'text':'when','ticker':'WHEN'},{'text':'pffa','ticker':'PFFA'}]
[{'pffa':['ticker/PFFA']},{'launch':['time/since_inception']}]
760
what's levels for noc
[{'text':'noc','ticker':'NOC'},{'text':'for','ticker':'FOR'},{'text':'s','ticker':'S'}]
[{'levels':['attribute/technical/price']},{'noc':['ticker/NOC']}]
761
VOO 10 day moving average value
[{'text':'voo','ticker':'VOO'},{'text':'day','ticker':'DAY'}]
[{'VOO':['ticker/VOO']},{'10 day':['time/last_ten_days']},{'moving average value':['attribute/technical/moving_average']}]
762
how are Gold etfs
[{'text':'are','ticker':'ARE'},{'text':'gold','ticker':'GOLD'}]
[{'Gold':['exposure/sector/materials/gold']},{'etfs':['vehicle/funds/etf']}]
763
What is the distribution rate on IWMY?
[{'text':'on','ticker':'ON'},{'text':'rate','ticker':'RATE'},{'text':'iwmy','ticker':'IWMY'}]
[{'distribution rate':['attribute/fundamental/yield/distribution_yield']},{'IWMY':['ticker/IWMY']}]
770
what are the holdings of SPY index
[{'text':'index','ticker':'INDEX'},{'text':'spy','ticker':'SPY'},{'text':'are','ticker':'ARE'}]
[{'SPY':['ticker/SPY']}]
773
Could you tell me my Schwab portfolio's dividend yield?
[{'text':'you','ticker':'YOU'},{'text':'schwab','ticker':'SCHW'},{'text':'tell','ticker':'TELL'},{'text':'me','ticker':'ME'},{'text':'s','ticker':'S'}]
[{'Schwab':['potential_broker']},{'portfolio':['vehicle/portfolio']},{'dividend yield':['attribute/fundamental/yield/dividend']}]