Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 12.860 | 13.100 | 0.240 |
Stocks | 63.110 | 63.110 | 0.000 |
Bonds | 13.670 | 13.670 | 0.000 |
Convertible | 0.160 | 0.160 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 10.120 | 10.200 | 0.080 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.497 | 17.410 |
Price to Book | 2.256 | 2.757 |
Price to Sales | 1.561 | 1.919 |
Price to Cash Flow | 10.689 | 11.331 |
Dividend Yield | 2.207 | 2.057 |
5 Years Earnings Growth | 11.051 | 11.529 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.430 | 21.202 |
Financial Services | 15.360 | 15.487 |
Consumer Cyclical | 12.080 | 9.768 |
Industrials | 11.400 | 11.605 |
Healthcare | 9.940 | 12.138 |
Energy | 6.690 | 5.493 |
Communication Services | 6.570 | 7.233 |
Consumer Defensive | 5.830 | 6.775 |
Basic Materials | 4.060 | 3.844 |
Real Estate | 3.580 | 4.391 |
Utilities | 2.070 | 3.207 |
Number of long holdings: 19
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Russell 1000 Growth Index I | - | 16.75 | - | - | |
Dodge & Cox Income X | - | 10.07 | - | - | |
Reliance Tr Instl Retiremt Tr | - | 9.27 | - | - | |
DFA US Targeted Value I | - | 8.65 | - | - | |
Vanguard Russell 1000 Value Index I | - | 7.00 | - | - | |
Schwab US Dividend Equity | US8085247976 | 6.95 | 28.13 | -0.25% | |
Vanguard International Growth Adm | - | 5.92 | - | - | |
Dodge & Cox International Stock X | - | 4.76 | - | - | |
Artisan International Small-Mid Tr Fdrs | - | 3.48 | - | - | |
DFA Emerging Mkts ex China Cr Eq Instl | - | 2.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Retirement Advocate Aggressive Fund | 233.72M | 18.98 | 6.83 | 8.59 | ||
Retirement Advocate Moderate Fund | 232.65M | 13.63 | 4.39 | 6.37 | ||
TDA Managed Retirement Growth Clas2 | 84.47M | 12.95 | 5.04 | 8.36 | ||
TDA Managed Retirement Balanced Cl1 | 75.54M | 10.79 | 4.83 | 7.30 | ||
TDA Managed Retirement Balanced Cl2 | 75.54M | 10.54 | 4.57 | 7.03 |
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