Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.130 | 6.700 | 3.570 |
Stocks | 60.160 | 60.160 | 0.000 |
Bonds | 28.360 | 28.380 | 0.020 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 8.330 | 8.420 | 0.090 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.880 | 17.880 |
Price to Book | 2.516 | 2.516 |
Price to Sales | 1.936 | 1.936 |
Price to Cash Flow | 11.498 | 11.498 |
Dividend Yield | 2.454 | 2.454 |
5 Years Earnings Growth | 10.320 | 10.320 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.260 | 22.260 |
Financial Services | 14.450 | 14.450 |
Healthcare | 10.730 | 10.730 |
Industrials | 9.980 | 9.980 |
Consumer Cyclical | 9.940 | 9.940 |
Real Estate | 7.670 | 7.670 |
Communication Services | 7.380 | 7.380 |
Consumer Defensive | 6.560 | 6.560 |
Basic Materials | 4.240 | 4.240 |
Energy | 4.040 | 4.040 |
Utilities | 2.760 | 2.760 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab S&P 500 Index Inv | - | 33.28 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 17.25 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 17.05 | - | - | |
VANGUARD EXT MKT INDEX - INST (856) | - | 8.30 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 6.89 | - | - | |
Vanguard High-Yield Corporate Adm | - | 5.75 | - | - | |
Vanguard Total Intl Bd Idx Investor | - | 4.31 | - | - | |
Vanguard Real Estate Index Institutional | - | 3.32 | - | - | |
Vanguard Stable Value | - | 2.42 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 1.44 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 7.38 | 3.05 | 7.71 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 15.22 | 9.86 | 12.68 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 4.69 | 1.24 | 5.68 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | 2.04 | -0.79 | 3.51 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 13.53 | 7.82 | 11.98 |
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