Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.130 | 4.470 | 3.340 |
Stocks | 67.030 | 67.030 | 0.000 |
Bonds | 31.780 | 31.810 | 0.030 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.249 | 17.415 |
Price to Book | 2.531 | 2.661 |
Price to Sales | 1.853 | 1.927 |
Price to Cash Flow | 11.465 | 11.220 |
Dividend Yield | 2.127 | 2.078 |
5 Years Earnings Growth | 10.410 | 11.166 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.020 | 22.527 |
Financial Services | 16.640 | 15.694 |
Consumer Cyclical | 11.220 | 10.758 |
Industrials | 11.040 | 11.298 |
Healthcare | 9.770 | 11.828 |
Communication Services | 7.570 | 7.057 |
Consumer Defensive | 5.640 | 5.996 |
Energy | 3.900 | 4.167 |
Basic Materials | 3.760 | 3.960 |
Real Estate | 2.800 | 3.947 |
Utilities | 2.640 | 2.767 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 41.61 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 26.16 | - | - | |
Vanguard Total Bond Market II Idx I | - | 22.08 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 9.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 160.52B | 1.31 | -2.39 | 1.30 | ||
Vanguard Total Bond Market II Idx I | 148.93B | 1.24 | -2.46 | 1.23 | ||
US9229065084 | 120.22B | 5.24 | 3.96 | 1.84 | ||
Vanguard Target Retire Trust Plus35 | 114.35B | 11.76 | 3.03 | 7.61 | ||
The Vanguard Target Retire 2035 Tr2 | 114.35B | 11.73 | 3.01 | 7.59 |
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