Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.98 | 7.09 | 6.11 |
Stocks | 67.76 | 67.76 | 0.00 |
Bonds | 31.19 | 31.23 | 0.04 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.94 | 17.27 |
Price to Book | 2.49 | 2.66 |
Price to Sales | 1.83 | 1.92 |
Price to Cash Flow | 11.25 | 11.28 |
Dividend Yield | 2.17 | 2.07 |
5 Years Earnings Growth | 11.37 | 11.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.94 | 22.45 |
Financial Services | 16.36 | 15.43 |
Industrials | 11.29 | 11.29 |
Healthcare | 10.61 | 12.10 |
Consumer Cyclical | 10.56 | 10.58 |
Communication Services | 7.34 | 7.02 |
Consumer Defensive | 5.87 | 6.07 |
Basic Materials | 4.19 | 4.08 |
Energy | 4.08 | 4.24 |
Real Estate | 2.96 | 3.97 |
Utilities | 2.79 | 2.77 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 41.50 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 26.89 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 21.75 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 9.27 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 161.9B | 3.02 | -1.96 | 1.48 | ||
Vanguard Total Bond Market II Idx I | 150.59B | 2.96 | -2.03 | 1.41 | ||
US9229065084 | 119.36B | 4.84 | 3.83 | 1.80 | ||
Vanguard Target Retire Trust Plus35 | 116.55B | 14.47 | 4.79 | 7.78 | ||
The Vanguard Target Retire 2035 Tr1 | 116.55B | 14.46 | 4.78 | 7.76 |
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