
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.530 | 9.090 | 8.560 |
Stocks | 59.690 | 59.690 | 0.000 |
Bonds | 39.710 | 39.750 | 0.040 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.634 | 17.095 |
Price to Book | 2.548 | 2.344 |
Price to Sales | 1.881 | 1.719 |
Price to Cash Flow | 11.522 | 9.643 |
Dividend Yield | 2.112 | 2.383 |
5 Years Earnings Growth | 10.170 | 10.086 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.860 | 19.958 |
Financial Services | 17.130 | 15.786 |
Consumer Cyclical | 11.320 | 10.854 |
Industrials | 11.200 | 10.694 |
Healthcare | 9.990 | 11.363 |
Communication Services | 7.830 | 7.283 |
Consumer Defensive | 5.560 | 6.558 |
Energy | 3.890 | 4.078 |
Basic Materials | 3.860 | 3.535 |
Real Estate | 2.760 | 7.016 |
Utilities | 2.600 | 2.874 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 36.09 | - | - | |
Vanguard Total Bond Market II Idx I | - | 27.74 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 24.26 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 11.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Gro | 4.85B | 1.94 | 13.47 | 16.05 | ||
NV Vanguard 529 College Savings Plp | 2.5B | 2.77 | 11.76 | 13.58 | ||
NY New Yorks 529 Program Direct Val | 2.36B | 4.38 | 9.31 | 10.82 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 3.09 | 11.15 | 13.03 | ||
IN CollegeChoice Direct Savings Plu | 1.35B | 3.09 | 11.13 | 13.00 |
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