Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.910 | 3.000 | 1.090 |
Stocks | 88.080 | 88.080 | 0.000 |
Bonds | 9.950 | 9.960 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.154 | 17.237 |
Price to Book | 2.507 | 2.538 |
Price to Sales | 1.838 | 1.890 |
Price to Cash Flow | 11.386 | 11.279 |
Dividend Yield | 2.147 | 2.064 |
5 Years Earnings Growth | 10.421 | 11.320 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.830 | 23.195 |
Financial Services | 16.730 | 16.253 |
Consumer Cyclical | 11.220 | 11.238 |
Industrials | 11.110 | 11.403 |
Healthcare | 9.750 | 10.780 |
Communication Services | 7.550 | 7.460 |
Consumer Defensive | 5.650 | 5.915 |
Energy | 3.920 | 3.900 |
Basic Materials | 3.810 | 3.978 |
Real Estate | 2.800 | 3.115 |
Utilities | 2.640 | 2.763 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.72 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 35.55 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 6.83 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 3.07 | - | - |
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 | 119.36B | 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