Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.170 | 1.170 | 0.000 |
Stocks | 39.390 | 39.390 | 0.000 |
Bonds | 59.160 | 59.300 | 0.140 |
Convertible | 0.100 | 0.100 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.170 | 0.170 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.892 | 15.720 |
Price to Book | 2.076 | 2.090 |
Price to Sales | 1.535 | 1.607 |
Price to Cash Flow | 7.665 | 7.981 |
Dividend Yield | 2.425 | 2.480 |
5 Years Earnings Growth | 10.888 | 10.738 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.060 | 16.377 |
Technology | 17.360 | 16.398 |
Healthcare | 12.300 | 11.410 |
Consumer Cyclical | 11.800 | 11.148 |
Industrials | 11.280 | 10.667 |
Consumer Defensive | 8.090 | 7.017 |
Energy | 5.830 | 5.145 |
Basic Materials | 4.820 | 4.518 |
Real Estate | 3.850 | 10.685 |
Communication Services | 3.480 | 3.753 |
Utilities | 3.130 | 2.885 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 41.88 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 24.22 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 17.99 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 15.91 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 20.88B | 2.19 | 2.04 | 1.96 | ||
The Vanguard Retirement Savings Tr4 | 20.88B | 2.29 | 2.14 | 2.05 | ||
IA College Savings Iowa 529 Income | 729.59M | 6.43 | 0.19 | 3.24 | ||
IA College Savings Iowa 529 Growthg | 563.78M | 16.09 | 5.56 | 8.13 | ||
IA College Savings Iowa 529 Moderap | 459.36M | 12.84 | 3.78 | 6.58 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review