Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.490 | 11.020 | 2.530 |
Stocks | 19.920 | 19.920 | 0.000 |
Bonds | 70.840 | 70.860 | 0.020 |
Convertible | 0.060 | 0.060 | 0.000 |
Other | 0.680 | 0.680 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.766 | 17.477 |
Price to Book | 2.754 | 3.016 |
Price to Sales | 2.154 | 1.903 |
Price to Cash Flow | 12.578 | 10.134 |
Dividend Yield | 2.169 | 2.567 |
5 Years Earnings Growth | 11.410 | 9.600 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.090 | 24.660 |
Financial Services | 13.670 | 14.930 |
Real Estate | 11.980 | 8.327 |
Healthcare | 11.410 | 11.868 |
Consumer Cyclical | 8.940 | 9.814 |
Industrials | 8.850 | 9.834 |
Communication Services | 6.680 | 7.372 |
Consumer Defensive | 5.340 | 6.661 |
Energy | 4.270 | 4.221 |
Basic Materials | 3.350 | 3.449 |
Utilities | 2.420 | 3.301 |
Number of long holdings: 15
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Short-Term Bond Idx InstlPls | - | 24.97 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 14.95 | - | - | |
TCW MetWest Total Return Bd Plan | - | 14.94 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 11.00 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 8.06 | - | - | |
Vanguard Global Credit Bond Admiral | - | 4.99 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 3.01 | - | - | |
Vanguard Equity-Income Adm | - | 2.54 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 2.51 | - | - | |
Vanguard Real Estate Index Institutional | - | 2.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 250.71M | 20.83 | 11.37 | 12.60 | ||
NE NEST Direct 529 Growth Static In | 195.93M | 12.17 | 5.04 | 8.50 | ||
NE TD Ameritrade 529 T Rowe Price L | 165.54M | 24.51 | 7.69 | 15.29 | ||
NE NEST Direct 529 T Rowe Price Lar | 163.39M | 24.53 | 7.70 | 15.41 | ||
NE NEST Direct 529 Vanguard Equity | 70.13M | 15.05 | 10.38 | 10.05 |
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