
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.510 | 9.090 | 8.580 |
Stocks | 59.710 | 59.710 | 0.000 |
Bonds | 39.710 | 39.750 | 0.040 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.654 | 17.995 |
Price to Book | 2.554 | 2.983 |
Price to Sales | 1.884 | 2.123 |
Price to Cash Flow | 11.539 | 11.868 |
Dividend Yield | 2.108 | 2.113 |
5 Years Earnings Growth | 10.167 | 10.528 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.900 | 23.042 |
Financial Services | 17.120 | 16.120 |
Consumer Cyclical | 11.320 | 9.880 |
Industrials | 11.190 | 10.725 |
Healthcare | 9.990 | 12.497 |
Communication Services | 7.830 | 7.214 |
Consumer Defensive | 5.560 | 6.304 |
Energy | 3.880 | 4.711 |
Basic Materials | 3.850 | 3.203 |
Real Estate | 2.760 | 3.323 |
Utilities | 2.600 | 2.982 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 36.23 | - | - | |
Vanguard Total Bond Market II Idx I | - | 27.71 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 24.13 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 11.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 20.24B | 0.38 | 2.14 | 1.97 | ||
The Vanguard Retirement Savings Tr4 | 20.24B | 0.39 | 2.24 | 2.07 | ||
IA College Savings Iowa 529 Income | 729.59M | 2.29 | 1.63 | 3.13 | ||
IA College Savings Iowa 529 Growthg | 563.78M | 2.64 | 6.89 | 7.88 | ||
IA College Savings Iowa 529 Conserv | 374.34M | 2.40 | 3.34 | 4.75 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review