
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.980 | 1.270 | 0.290 |
Stocks | 77.800 | 77.800 | 0.000 |
Bonds | 21.170 | 21.180 | 0.010 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.779 | 16.789 |
Price to Book | 2.707 | 2.771 |
Price to Sales | 1.953 | 1.869 |
Price to Cash Flow | 11.907 | 10.549 |
Dividend Yield | 2.010 | 2.387 |
5 Years Earnings Growth | 10.344 | 11.417 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.330 | 22.589 |
Financial Services | 15.790 | 15.746 |
Consumer Cyclical | 11.400 | 10.685 |
Industrials | 10.540 | 10.651 |
Healthcare | 10.090 | 10.537 |
Communication Services | 7.830 | 8.232 |
Consumer Defensive | 5.760 | 6.920 |
Energy | 3.550 | 4.780 |
Basic Materials | 3.330 | 4.280 |
Real Estate | 2.750 | 5.018 |
Utilities | 2.630 | 3.022 |
Number of long holdings: 14
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard S&P 500 | US9229083632 | 19.64 | 529.68 | +0.05% | |
ishares S&P 500 | US4642872000 | 18.15 | 576.98 | +0.05% | |
SPDR S&P 500 | US78462F1030 | 10.78 | 574.30 | +0.04% | |
Vanguard Total Bond Market | US9219378356 | 7.63 | 73.15 | +0.20% | |
iShares Core US Aggregate Bond | US4642872265 | 7.59 | 98.53 | +0.17% | |
iShares Core MSCI Emerging Markets ETF | - | 6.84 | - | - | |
Vanguard Intermediate-Term Corporate Bond | US92206C8709 | 6.06 | 81.53 | +0.23% | |
iShares Core MSCI EAFE ETF | - | 5.51 | - | - | |
iShares MSCI EAFE | US4642874659 | 5.39 | 84.16 | +0.61% | |
Vanguard FTSE Developed Markets | US9219438580 | 5.20 | 52.41 | +0.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Transamerica WMC US Growth VP Initi | 4.27B | -2.04 | 12.27 | 14.39 | ||
Transamerica JPMorgan Enhanced Inde | 2.89B | 1.02 | 12.25 | 12.73 | ||
Transamerica International Equity I | 2.52B | 9.62 | 5.95 | 5.05 | ||
Transamerica Large Cap Value I2 | 1.66B | 4.84 | 10.18 | 9.40 | ||
Transamerica Asset Allc Mod Gr A | 1.19B | 3.13 | 6.26 | 6.45 |
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