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By Suzanne McGee and Saeed Azhar NEW YORK (Reuters) -Investors welcomed Donald Trump's second inauguration on Monday, saying it heralded a pro-business agenda and that they were...
By Divya Chowdhury and Bansari Mayur Kamdar DAVOS, Switzerland (Reuters) - Guggenheim Partners' chief investment officer forecast on Monday that the U.S. Federal Reserve is likely...
Investing.com - "Goldilocks" US economic data and solid corporate earnings may give investors "room" to increase their market exposure as long as there are no "major negative...
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....
This week: technical check, sentiment snippets, flows, cycles and stats, equal vs cap weighted risk and return, Canada vs USA, global revenues, earnings share. Learnings and...
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...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1250 | 1024 | 1250 | 1292 | 1968 | 3410 |
Fund Return | 24.96% | 2.4% | 24.96% | 8.91% | 14.49% | 13.05% |
Place in category | 338 | 433 | 338 | 295 | 231 | 69 |
% in Category | 24 | 33 | 24 | 23 | 21 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab Total Stock Market Index | 27.78B | 23.85 | 7.90 | 12.44 | ||
Schwab 1000 Index | 18.27B | 24.46 | 8.25 | 12.68 | ||
Schwab International Index | 9.81B | 3.54 | 1.60 | 5.29 | ||
Schwab Fundamental US Large Company | 9.7B | 16.78 | 8.72 | 11.29 | ||
Schwab Small Cap Index | 6.63B | 11.58 | 1.30 | 7.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.02 | 229.98 | +0.75% | |
NVIDIA | US67066G1040 | 6.62 | 137.71 | +3.10% | |
Microsoft | US5949181045 | 6.12 | 429.03 | +1.05% | |
Amazon.com | US0231351067 | 3.78 | 225.94 | +2.39% | |
Meta Platforms | US30303M1027 | 2.44 | 612.77 | +0.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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