Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 10.850 | 14.770 | 3.920 |
Stocks | 6.870 | 6.870 | 0.000 |
Bonds | 43.490 | 43.500 | 0.010 |
Convertible | 0.230 | 0.230 | 0.000 |
Other | 38.560 | 38.560 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.620 | 17.410 |
Price to Book | 2.304 | 2.374 |
Price to Sales | 1.957 | 1.726 |
Price to Cash Flow | 8.267 | 9.679 |
Dividend Yield | 2.444 | 2.247 |
5 Years Earnings Growth | 8.996 | 10.887 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 49.830 | 8.293 |
Technology | 10.570 | 19.219 |
Financial Services | 9.090 | 15.205 |
Industrials | 7.420 | 10.845 |
Healthcare | 7.050 | 11.751 |
Consumer Cyclical | 6.450 | 10.758 |
Communication Services | 2.950 | 6.868 |
Basic Materials | 1.890 | 3.732 |
Consumer Defensive | 1.770 | 6.403 |
Utilities | 1.540 | 2.892 |
Energy | 1.450 | 4.040 |
Number of long holdings: 8
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Td - State Street S&P 500index Sl Ctf Mtu | - | 28.37 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 24.76 | - | - | |
Vanguard Short-Term Bond Idx InstlPls | - | 15.85 | - | - | |
Td - State Street Msci Acwiex-Us Index Ctf Mtu | - | 10.19 | - | - | |
Vanguard Extended Market Index Instl | - | 4.04 | - | - | |
DFA World ex US Government Fxd Inc I | - | 3.90 | - | - | |
Vanguard Real Estate Index Institutional | - | 3.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 253.48M | 21.94 | 11.70 | 12.97 | ||
NE NEST Direct 529 Growth Static In | 201.1M | 14.65 | 5.81 | 8.98 | ||
NE TD Ameritrade 529 T Rowe Price L | 166.79M | 24.53 | 7.70 | 15.70 | ||
NE NEST Direct 529 T Rowe Price Lar | 164.73M | 24.55 | 7.71 | 15.83 | ||
NE NEST Direct 529 Age Based Aggr19 | 155.72M | 7.10 | 1.85 | 3.77 |
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