
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.620 | 2.660 | 1.040 |
Stocks | 88.640 | 88.640 | 0.000 |
Bonds | 9.680 | 9.690 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.753 | 17.699 |
Price to Book | 2.580 | 2.775 |
Price to Sales | 1.897 | 2.011 |
Price to Cash Flow | 11.611 | 11.576 |
Dividend Yield | 2.083 | 1.980 |
5 Years Earnings Growth | 10.158 | 11.177 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.980 | 23.432 |
Financial Services | 16.650 | 15.779 |
Consumer Cyclical | 11.220 | 11.039 |
Industrials | 11.070 | 11.257 |
Healthcare | 9.760 | 11.781 |
Communication Services | 7.560 | 7.302 |
Consumer Defensive | 5.650 | 5.756 |
Energy | 3.910 | 3.919 |
Basic Materials | 3.770 | 3.900 |
Real Estate | 2.800 | 3.285 |
Utilities | 2.630 | 2.549 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 54.81 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 34.81 | - | - | |
Vanguard Total Bond Market II Idx I | - | 6.66 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 2.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 161.55B | 0.55 | -1.52 | 1.13 | ||
Vanguard Total Bond Market II Idx I | 149.82B | 0.54 | -1.59 | 1.06 | ||
US9229065084 | 121.77B | 0.37 | 4.08 | 1.88 | ||
The Vanguard Target Retire 2035 Tr1 | 117.44B | 2.30 | 5.21 | 7.97 | ||
The Vanguard Target Retire 2035 Tr2 | 117.44B | 2.30 | 5.21 | 7.96 |
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