
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.280 | 1.350 | 1.070 |
Stocks | 51.700 | 51.700 | 0.000 |
Bonds | 47.990 | 47.990 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.705 | 18.257 |
Price to Book | 2.545 | 2.630 |
Price to Sales | 1.941 | 1.941 |
Price to Cash Flow | 11.651 | 11.272 |
Dividend Yield | 2.200 | 2.098 |
5 Years Earnings Growth | 10.278 | 10.787 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.360 | 21.010 |
Financial Services | 15.910 | 15.379 |
Consumer Cyclical | 10.740 | 11.016 |
Industrials | 10.390 | 10.709 |
Healthcare | 9.320 | 11.289 |
Communication Services | 7.440 | 8.111 |
Real Estate | 6.520 | 6.560 |
Consumer Defensive | 5.480 | 6.227 |
Energy | 3.720 | 3.587 |
Basic Materials | 3.620 | 3.431 |
Utilities | 2.480 | 2.683 |
Number of long holdings: 6
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core US Aggregate Bond | US4642872265 | 35.70 | 99.25 | +0.45% | |
iShares Core S&P Total U.S. Stock Market | US4642871507 | 31.20 | 130.06 | +1.59% | |
iShares Core MSCI Total Intl Stk ETF | - | 18.63 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 7.07 | - | - | |
iShares TIPS Bond | US4642871762 | 5.35 | 110.34 | +0.69% | |
iShares Core U.S. REIT | US4642885218 | 2.04 | 59.93 | +0.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | 2.63 | 12.75 | 15.61 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 2.16 | 3.50 | 6.18 | ||
ME NextGen College Investing Plan 0 | 125.03M | 2.73 | 6.37 | 8.80 | ||
ME NextGen College Investing Plan 8 | 125.03M | 2.20 | 3.85 | 6.58 | ||
ME NextGen College Based 14 16 Y D | 125.03M | 1.45 | 2.07 | 4.42 |
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