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Warren Buffett, one can say the Shakespeare of the investment world, with a net worth of more than US$82 billion and who has been outperforming the market for decades now, has...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1014 | 989 | 1187 | 1429 | 2181 | - |
Fund Return | 1.39% | -1.09% | 18.68% | 12.62% | 16.87% | - |
Place in category | 747 | 543 | 198 | 231 | 218 | - |
% in Category | 54 | 37 | 15 | 18 | 19 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Fidelity Contrafund | 144.79B | 3.52 | 17.24 | 15.17 | ||
Fidelity Total Market Index Instl b | 106.34B | 1.12 | 11.54 | 12.30 | ||
Fidelity Blue Chip Growth | 61.8B | -2.84 | 15.11 | 17.11 | ||
Fidelity Growth Company | 57.87B | -3.07 | 14.73 | 17.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | 1.13 | 11.51 | - | ||
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Vanguard 500 Index Admiral | 533.44B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 381.66B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 194.95B | 1.44 | 12.54 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.83 | 172.42 | -4.98% | |
Microsoft | US5949181045 | 5.91 | 354.56 | -0.92% | |
NVIDIA | US67066G1040 | 5.64 | 96.30 | -1.37% | |
Amazon.com | US0231351067 | 4.26 | 170.66 | -2.62% | |
Meta Platforms | US30303M1027 | 2.88 | 510.45 | -1.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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