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(Reuters) - U.S. stock index futures firmed on Tuesday, as investors assessed newly elected President Donald Trump's executive orders on issues including energy and immigration,...
UBS strategists highlighted a notable increase in the sensitivity of the Volatility Index (VIX) to declines in the S&P 500 throughout 2024, with significant movements observed on...
Investing.com -- HSBC strategists, led by Max Kettner, have expressed a positive outlook for risk assets in the coming months, based on the latest dovish Consumer Price Index (CPI)...
In a recent post, I discussed Wall Street’s return estimates for 2025 for the S&P 500 index. To wit: “We have some early indications of Wall Street targets for the S&P...
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...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1250 | 1024 | 1250 | 1291 | 1967 | 3414 |
Fund Return | 24.97% | 2.4% | 24.97% | 8.89% | 14.48% | 13.06% |
Place in category | 336 | 430 | 336 | 301 | 240 | 63 |
% in Category | 24 | 33 | 24 | 23 | 21 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - | ||
Vanguard Institutional Idx Instl Pl | 189.36B | 24.99 | 8.92 | 13.09 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - | ||
Vanguard Institutional Idx Instl Pl | 189.36B | 24.99 | 8.92 | 13.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.07 | 229.98 | +0.75% | |
NVIDIA | US67066G1040 | 6.67 | 137.71 | +3.10% | |
Microsoft | US5949181045 | 6.17 | 429.03 | +1.05% | |
Amazon.com | US0231351067 | 3.81 | 225.94 | +2.39% | |
Meta Platforms | US30303M1027 | 2.46 | 612.77 | +0.24% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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