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Investing.com-- Tesla’s shares fell sharply on Tuesday, furthering the company’s position as the worst performing “Magnificent Seven” stock this year, amid a storm of negative...
By Noel Randewich and Sukriti Gupta (Reuters) -Wall Street's main indexes ended mixed on Tuesday as gains in Coca-Cola (NYSE:KO) and Apple (NASDAQ:AAPL) offset losses in Tesla...
Investing.com--The S&P 500 eked out a win Tuesday, though gains were kept in check after Federal Reserve Chairman Jerome Powell's said the Fed isn't in a rush to cut rates rates at...
I could not produce our weekly Bull Bear Report this past weekend as I presented at Michael Campbell’s Moneytalks Conference in Vancouver. However, I wanted to use today’s...
Stocks finished the day higher in another volatile trading session. Most gains came following the JOLTS report, which was weaker than expected at 7.6 million versus estimates of...
Markets posted gains sufficient to close breakdown gaps - sufficient to negate these gaps as breakdowns - but leaving indices stuck in broader trading ranges. The Russell 2000...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1063 | 1062 | 1242 | 1341 | 1709 | 2795 |
Fund Return | 6.34% | 6.25% | 24.17% | 10.28% | 11.31% | 10.83% |
Place in category | 15 | 67 | 66 | 164 | 408 | 107 |
% in Category | 1 | 7 | 6 | 17 | 41 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture Y | 1.8B | 6.38 | 10.56 | 11.10 | ||
Davis Global Y | 604.25M | 4.24 | 7.80 | 9.03 | ||
Davis Financial Y | 530.22M | 6.60 | 12.47 | 11.80 | ||
Davis Financial A | 528.22M | 6.56 | 12.22 | 11.55 | ||
Davis Opportunity A | 313.76M | 5.44 | 9.11 | 11.35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 41.95B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 9.20 | 719.80 | +0.33% | |
Berkshire Hathaway A | US0846701086 | 7.99 | 709,489 | +0.50% | |
Capital One Financial | US14040H1059 | 7.62 | 199.28 | +0.25% | |
Wells Fargo&Co | US9497461015 | 4.49 | 79.64 | +0.68% | |
Amazon.com | US0231351067 | 4.31 | 232.76 | -0.16% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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