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Investing.com - The European Union has three possible policy options to respond to sweeping import tariffs proposed by US President-elect Donald Trump, according to analysts at...
Peter Oppenheimer, the chief global equity strategist at Goldman Sachs, shared insights on the current state of the stock market during a Bloomberg TV interview. He expressed that...
Investing.com -- Deutsche Bank (ETR:DBKGn) analysts have observed that aggregate equity positioning has declined to a two-month low, retreating from mid-November highs that were...
2024 was an incredible year for exchange-traded funds (ETFs) as an investment vehicle, with investors funneling a record-breaking $1.1 trillion in new assets into these funds....
This week: technical check, sentiment snippets, flows, cycles and stats, equal vs cap weighted risk and return, Canada vs USA, global revenues, earnings share. Learnings and...
Q4 earnings season officially kicked off this week with 21 S&P 500 companies (mostly financials) reporting earnings. 14 companies beat estimates, 6 missed, and 1 tied. The...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1145 | 985 | 1145 | 1248 | 1762 | 2801 |
Fund Return | 14.51% | -1.53% | 14.51% | 7.67% | 11.99% | 10.85% |
Place in category | 574 | 543 | 574 | 234 | 82 | 36 |
% in Category | 49 | 47 | 49 | 25 | 11 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 37.32B | 3.80 | 4.13 | 4.37 | ||
Dodge & Cox Balanced | 11.9B | 8.85 | 4.72 | 7.95 | ||
Dodge & Cox Global Stock | 9.98B | 5.10 | 5.99 | 7.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.17B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 | ||
American Funds American Mutual R6 | 32.28B | 15.30 | 6.63 | 9.69 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fiserv | US3377381088 | 3.41 | 208.58 | +1.12% | |
Charles Schwab | US8085131055 | 3.38 | 76.41 | +1.19% | |
Rtx Corp | US75513E1010 | 3.20 | 121.11 | +0.54% | |
Wells Fargo&Co | US9497461015 | 3.06 | 77.08 | +1.49% | |
Sanofi ADR | US80105N1054 | 2.90 | 50.74 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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