Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.110 | 6.900 | 4.790 |
Stocks | 75.780 | 75.780 | 0.000 |
Bonds | 22.060 | 22.080 | 0.020 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.141 | 17.343 |
Price to Book | 2.479 | 2.564 |
Price to Sales | 1.819 | 1.825 |
Price to Cash Flow | 11.228 | 10.813 |
Dividend Yield | 2.173 | 2.161 |
5 Years Earnings Growth | 11.700 | 11.712 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.820 | 22.043 |
Financial Services | 16.090 | 15.195 |
Healthcare | 11.330 | 12.410 |
Industrials | 11.300 | 11.393 |
Consumer Cyclical | 10.220 | 10.670 |
Communication Services | 7.030 | 6.667 |
Consumer Defensive | 6.060 | 6.218 |
Energy | 4.270 | 4.440 |
Basic Materials | 4.190 | 4.238 |
Real Estate | 2.970 | 4.060 |
Utilities | 2.720 | 2.667 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 46.10 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 30.17 | - | - | |
Vanguard Total Bond Market II Idx I | - | 16.02 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 6.93 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 158.82B | 4.51 | -1.39 | 1.80 | ||
Vanguard Total Bond Market II Idx I | 148.73B | 4.46 | -1.46 | 1.73 | ||
US9229065084 | 119.33B | 4.02 | 3.56 | 1.72 | ||
Vanguard Target Retire Trust Plus35 | 113.33B | 13.60 | 5.16 | 8.04 | ||
The Vanguard Target Retire 2035 Tr1 | 113.33B | 13.59 | 5.15 | 8.03 |
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