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I hate to hear about investors using “rules” like the 60/40 portfolio (where you devote 60% of your holdings to stocks and the rest to bonds) to invest their...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1022 | 1029 | 1130 | 1142 | 1422 | 1965 |
Fund Return | 2.17% | 2.93% | 12.98% | 4.51% | 7.3% | 6.99% |
Place in category | 494 | 368 | 381 | 374 | 298 | 220 |
% in Category | 59 | 50 | 52 | 54 | 48 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.35B | 2.78 | 11.86 | 13.73 | ||
BlackRock International Index K | 11.02B | 4.91 | 4.77 | 5.76 | ||
BlackRock International Index Instl | 11.02B | 4.92 | 4.71 | 5.71 | ||
BlackRock International Index Inv A | 11.02B | 4.89 | 4.45 | 5.44 | ||
BlackRock Equity Dividend Instl | 10.28B | 4.32 | 7.01 | 10.03 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 112.1B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 56.37B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Balanced K | 42.26B | 1.89 | 7.33 | 10.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ishares S&P 500 | US4642872000 | 15.12 | 597.28 | +0.03% | |
BlackRock Total Return K | - | 11.09 | - | - | |
iShares S&P 500 Growth | US4642873099 | 7.29 | 102.01 | +0.72% | |
iShares U.S. Equity Fac Rotation Act ETF | - | 7.17 | - | - | |
iShares MSCI USA Quality Factor ETF | - | 6.96 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Sell | Buy |
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