Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.51 | 7.57 | 5.06 |
Stocks | 74.26 | 74.26 | 0.00 |
Bonds | 23.16 | 23.17 | 0.01 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.09 | 17.30 |
Price to Book | 2.49 | 2.60 |
Price to Sales | 1.81 | 1.88 |
Price to Cash Flow | 11.29 | 10.90 |
Dividend Yield | 2.15 | 2.17 |
5 Years Earnings Growth | 10.40 | 11.18 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.06 | 22.11 |
Financial Services | 16.85 | 15.60 |
Industrials | 11.38 | 11.49 |
Consumer Cyclical | 10.85 | 10.79 |
Healthcare | 10.13 | 11.89 |
Communication Services | 7.26 | 6.83 |
Consumer Defensive | 5.78 | 6.10 |
Energy | 4.08 | 4.17 |
Basic Materials | 3.99 | 4.06 |
Real Estate | 2.91 | 4.15 |
Utilities | 2.72 | 2.80 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 46.26 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 28.87 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 16.97 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 7.36 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 160.52B | 1.31 | -2.39 | 1.30 | ||
Vanguard Total Bond Market II Idx I | 148.93B | 1.24 | -2.46 | 1.23 | ||
US9229065084 | 120.22B | 5.24 | 3.96 | 1.84 | ||
The Vanguard Target Retire 2035 Tr1 | 114.35B | 11.74 | 3.02 | 7.60 | ||
The Vanguard Target Retire 2035 Tr2 | 114.35B | 11.73 | 3.01 | 7.59 |
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