Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.540 | 6.320 | 5.780 |
Stocks | 74.310 | 74.310 | 0.000 |
Bonds | 25.090 | 25.120 | 0.030 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.840 | 17.712 |
Price to Book | 2.481 | 2.366 |
Price to Sales | 1.817 | 1.726 |
Price to Cash Flow | 11.293 | 9.659 |
Dividend Yield | 2.194 | 2.254 |
5 Years Earnings Growth | 11.603 | 10.999 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.930 | 19.383 |
Financial Services | 16.010 | 15.202 |
Industrials | 11.370 | 10.823 |
Healthcare | 10.970 | 11.786 |
Consumer Cyclical | 10.410 | 10.741 |
Communication Services | 7.020 | 6.826 |
Consumer Defensive | 5.930 | 6.338 |
Energy | 4.430 | 4.118 |
Basic Materials | 4.330 | 3.717 |
Real Estate | 2.910 | 8.234 |
Utilities | 2.690 | 2.838 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 44.98 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 30.14 | - | - | |
Vanguard Total Bond Market II Idx I | - | 17.47 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 7.48 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 11.99 | 3.66 | 7.97 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 19.43 | 9.23 | 12.81 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 8.98 | 1.93 | 5.95 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 5.91 | -0.04 | 3.77 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 18.10 | 7.61 | 12.19 |
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