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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...
Strategists from Citi projected a brighter outlook for the fourth-quarter earnings season of 2024, anticipating results that may surpass the prevailing macroeconomic conditions....
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....
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...
“So near and yet so far.” So says Nick-Nack to Francisco Scaramanga, – [“The Man with the Golden Gun”, Eon/UA, ’74]. So quintessentially perfect, too, does it describe Gold’s...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1189 | 1017 | 1189 | 1183 | 1696 | 2501 |
Fund Return | 18.85% | 1.67% | 18.85% | 5.75% | 11.14% | 9.6% |
Place in category | 27 | 22 | 27 | 24 | 8 | 16 |
% in Category | 6 | 6 | 6 | 7 | 2 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.66B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 98.78B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 56.04B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.05 | 137.71 | +3.10% | |
Apple | US0378331005 | 4.99 | 229.98 | +0.75% | |
Microsoft | US5949181045 | 4.00 | 429.03 | +1.05% | |
Amazon.com | US0231351067 | 2.80 | 225.94 | +2.39% | |
Meta Platforms | US30303M1027 | 2.32 | 612.77 | +0.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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