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Investing.com - US President-elect Donald Trump's inauguration is expected to take center stage on Monday, with traders particularly on the lookout for more clarity around the...
Investing.com - European stock markets edged slightly higher Monday, with activity likely curtailed ahead of the inauguration of US President-elect Donald Trump later in the...
(Reuters) -Global investors are about to get a taste of what Donald Trump's return to the White House might mean for markets, global trade and international relations. Trump's...
Friday was a bit of a mixed bag. It was good to see the S&P 500 breakout, but it also coincided with a Russell 2000 (IWM) that closed on a 'black' candlestick at downward...
In last week’s discussion with Thoughtful Money, I noted that we are becoming more “tactically bearish” as we progress into 2025. While we have remained primarily bullish in...
Stocks and gold have been “predictable” as we approach Inauguration Day. “Predictable” taking the form of our previous “to or through the election” view for the 2024 bull, which...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1145 | 985 | 1145 | 1248 | 1762 | 2801 |
Fund Return | 14.51% | -1.53% | 14.51% | 7.67% | 11.99% | 10.85% |
Place in category | 574 | 543 | 574 | 234 | 82 | 36 |
% in Category | 49 | 47 | 49 | 25 | 11 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 37.32B | 3.80 | 4.13 | 4.37 | ||
Dodge & Cox Balanced | 11.9B | 8.85 | 4.72 | 7.95 | ||
Dodge & Cox Global Stock | 9.98B | 5.10 | 5.99 | 7.99 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.17B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 | ||
American Funds American Mutual R6 | 32.28B | 15.30 | 6.63 | 9.69 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fiserv | US3377381088 | 3.41 | 208.58 | +1.12% | |
Charles Schwab | US8085131055 | 3.38 | 76.41 | +1.19% | |
Rtx Corp | US75513E1010 | 3.20 | 121.11 | +0.54% | |
Wells Fargo&Co | US9497461015 | 3.06 | 77.08 | +1.49% | |
Sanofi ADR | US80105N1054 | 2.90 | 50.74 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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