Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.900 | 2.100 | 0.200 |
Stocks | 88.640 | 88.640 | 0.000 |
Bonds | 9.400 | 9.410 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.963 | 17.449 |
Price to Book | 2.384 | 2.532 |
Price to Sales | 1.701 | 1.769 |
Price to Cash Flow | 10.849 | 10.625 |
Dividend Yield | 2.268 | 2.228 |
5 Years Earnings Growth | 11.094 | 11.409 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.940 | 22.246 |
Financial Services | 15.760 | 14.964 |
Industrials | 11.830 | 11.672 |
Healthcare | 11.030 | 12.524 |
Consumer Cyclical | 10.880 | 10.990 |
Communication Services | 6.970 | 6.568 |
Consumer Defensive | 6.090 | 6.098 |
Energy | 4.620 | 4.621 |
Basic Materials | 4.490 | 4.196 |
Real Estate | 2.920 | 3.750 |
Utilities | 2.470 | 2.369 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.18 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 36.09 | - | - | |
Vanguard Total Bond Market II Idx I | - | 6.69 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 3.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 147.63B | -1.55 | -3.06 | 1.22 | ||
Vanguard Total Bond Market II Idx I | 139.73B | -1.57 | -3.13 | 1.15 | ||
US9229065084 | 117.84B | 2.22 | 2.96 | 1.55 | ||
Vanguard Target Retire Trust Plus35 | 106.5B | 5.45 | 2.69 | 7.30 | ||
The Vanguard Target Retire 2035 Tr1 | 106.5B | 5.44 | 2.68 | 7.29 |
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