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Investing.com -- UBS forecasts the S&P 500 to see an 8.4% year-over-year increase in earnings per share (EPS) for the fourth quarter of 2024. Despite appearing slower than the...
Investing.com-- The S&P 500 ended a strong week on a high Friday, as bullish bets on stocks continued just days ahead of President-elect Donald Trump inauguration on Monday,...
First Real Estate Investment Trust of New Jersey (FREIT) announced on January 16, 2025, that its Board of Directors has declared a first quarter dividend of $0.08 per share on the...
In last week’s discussion with Thoughtful Money, I noted that we are becoming more “tactically bearish” as we progress into 2025. While we have remained primarily bullish in...
Before delving too deeply into the specifics, it’s important to remember one key fact when analyzing the impact of US elections on the stock market: Broad stock market indices...
Here’s a chart of the Top 10 S&P 500 names (by market cap) and how the stocks have performed YTD through January 15, ’25, relative to the S&P 500 total return: Source:...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1284 | 1045 | 1284 | 1219 | 2003 | 3582 |
Fund Return | 28.37% | 4.46% | 28.37% | 6.82% | 14.9% | 13.61% |
Place in category | 614 | 675 | 614 | 576 | 573 | 474 |
% in Category | 55 | 60 | 55 | 58 | 60 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.72B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 111.66B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 94.95B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 89.08B | 19.01 | 8.49 | 11.36 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 21.11 | 4.12 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.72B | 28.43 | 6.87 | 13.67 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Vanguard Growth Index Adm | 89.5B | 32.66 | 9.19 | 15.75 | ||
JPMorgan Large Cap Growth R6 | 68.22B | 34.17 | 10.63 | 17.87 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.89 | 612.77 | +0.24% | |
Microsoft | US5949181045 | 5.86 | 429.03 | +1.05% | |
Amazon.com | US0231351067 | 3.67 | 225.94 | +2.39% | |
Broadcom | US11135F1012 | 3.38 | 237.44 | +3.50% | |
NVIDIA | US67066G1040 | 3.31 | 137.71 | +3.10% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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