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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 | 1113 | 986 | 1113 | 1076 | 1396 | 1888 |
Fund Return | 11.34% | -1.37% | 11.34% | 2.48% | 6.9% | 6.56% |
Place in category | 324 | 370 | 324 | 383 | 273 | 237 |
% in Category | 43 | 56 | 43 | 57 | 43 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.27B | 24.94 | 8.90 | 13.07 | ||
BlackRock International Index K | 10.32B | 3.73 | 1.80 | 5.34 | ||
BlackRock International Index Instl | 10.32B | 3.68 | 1.73 | 5.28 | ||
BlackRock International Index Inv A | 10.32B | 3.39 | 1.48 | 5.02 | ||
BlackRock Equity Dividend Instl | 9.92B | 9.74 | 5.89 | 9.07 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 109.64B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 102.03B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 55.28B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 47.65B | 14.59 | 3.84 | 8.17 | ||
Fidelity Balanced | 42.26B | 16.06 | 4.91 | 9.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ishares S&P 500 | US4642872000 | 15.04 | 592.19 | +0.10% | |
BlackRock Total Return K | - | 10.97 | - | - | |
iShares U.S. Equity Fac Rotation Act ETF | - | 7.15 | - | - | |
iShares MSCI USA Quality Factor ETF | - | 7.03 | - | - | |
iShares S&P 500 Growth | US4642873099 | 7.03 | 102.54 | +0.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Neutral |
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