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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 | 1105 | 1015 | 1237 | 1077 | 1441 | 1894 |
Fund Return | 10.52% | 1.47% | 23.66% | 2.49% | 7.58% | 6.6% |
Place in category | 358 | 456 | 323 | 423 | 274 | 237 |
% in Category | 46 | 60 | 40 | 62 | 44 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.11B | 20.91 | 9.04 | 12.97 | ||
BlackRock Equity Dividend Instl | 10.54B | 12.18 | 6.69 | 9.54 | ||
BlackRock International Index Instl | 10.06B | 6.98 | 2.85 | 5.20 | ||
BlackRock International Index Inv A | 10.06B | 6.70 | 2.58 | 4.92 | ||
BlackRock International Index K | 10.06B | 6.97 | 2.87 | 5.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 109.73B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 98.64B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 55.01B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.01B | 12.51 | 3.69 | 8.16 | ||
Fidelity Advisor Balanced A | 42.26B | 13.59 | 4.45 | 9.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ishares S&P 500 | US4642872000 | 15.36 | 588.66 | -1.27% | |
BlackRock Total Return K | - | 11.01 | - | - | |
iShares Core Total USD Bond Market ETF | - | 7.96 | - | - | |
iShares S&P 500 Growth | US4642873099 | 7.37 | 98.33 | -2.00% | |
iShares MSCI USA Quality Factor ETF | - | 7.18 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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