Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.730 | 1.930 | 0.200 |
Stocks | 88.860 | 88.860 | 0.000 |
Bonds | 9.350 | 9.360 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.526 | 17.612 |
Price to Book | 2.456 | 2.551 |
Price to Sales | 1.750 | 1.779 |
Price to Cash Flow | 11.105 | 10.685 |
Dividend Yield | 2.154 | 2.195 |
5 Years Earnings Growth | 11.088 | 11.434 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.020 | 22.265 |
Financial Services | 15.720 | 14.932 |
Industrials | 11.790 | 11.574 |
Healthcare | 11.050 | 12.597 |
Consumer Cyclical | 10.880 | 11.038 |
Communication Services | 6.990 | 6.475 |
Consumer Defensive | 6.090 | 6.145 |
Energy | 4.610 | 4.581 |
Basic Materials | 4.470 | 4.222 |
Real Estate | 2.920 | 3.794 |
Utilities | 2.470 | 2.374 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.78 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 35.70 | - | - | |
Vanguard Total Bond Market II Idx I | - | 6.68 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 2.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 145.08B | -3.13 | -3.47 | 1.16 | ||
Vanguard Total Bond Market II Idx I | 138.79B | -3.15 | -3.54 | 1.09 | ||
US9229065084 | 117.65B | 1.76 | 2.80 | 1.50 | ||
The Vanguard Target Retire 2035 Tr1 | 105.02B | 1.93 | 1.92 | 7.13 | ||
The Vanguard Target Retire 2035 Tr2 | 105.02B | 1.92 | 1.91 | 7.11 |
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