
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.490 | 10.740 | 9.250 |
Stocks | 49.670 | 49.670 | 0.000 |
Bonds | 48.760 | 48.790 | 0.030 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.549 | 17.273 |
Price to Book | 2.511 | 2.604 |
Price to Sales | 1.866 | 1.892 |
Price to Cash Flow | 11.202 | 10.951 |
Dividend Yield | 2.148 | 2.173 |
5 Years Earnings Growth | 10.581 | 10.995 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.640 | 21.799 |
Financial Services | 17.520 | 16.039 |
Industrials | 11.150 | 11.113 |
Consumer Cyclical | 10.870 | 10.518 |
Healthcare | 10.140 | 11.494 |
Communication Services | 7.660 | 7.160 |
Consumer Defensive | 5.790 | 6.053 |
Energy | 3.930 | 4.390 |
Basic Materials | 3.850 | 3.926 |
Real Estate | 2.840 | 4.608 |
Utilities | 2.630 | 2.901 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 29.96 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 29.31 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 20.34 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 12.76 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 7.03 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 165.8B | 2.78 | 0.55 | 1.42 | ||
Vanguard Total Bond Market II Idx I | 152.05B | 2.76 | 0.48 | 1.34 | ||
US9229065084 | 123.64B | 1.02 | 4.31 | 1.94 | ||
Vanguard Target Retire Trust Plus35 | 118.69B | 0.05 | 5.06 | 7.36 | ||
The Vanguard Target Retire 2035 Tr1 | 118.69B | 0.06 | 5.05 | 7.35 |
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