![Asian stocks rise ahead of inflation data; June gains on tap](https://i-invdn-com.investing.com/news/LYNXMPECA11JN_S.jpg)
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 11.360 | 16.580 | 5.220 |
Stocks | 19.500 | 19.500 | 0.000 |
Bonds | 69.030 | 69.190 | 0.160 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.086 | 16.170 |
Price to Book | 2.206 | 2.284 |
Price to Sales | 1.452 | 1.695 |
Price to Cash Flow | 7.979 | 9.064 |
Dividend Yield | 2.552 | 2.842 |
5 Years Earnings Growth | 11.856 | 10.285 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.920 | 19.250 |
Healthcare | 13.780 | 12.187 |
Financial Services | 13.680 | 14.942 |
Real Estate | 12.160 | 8.305 |
Industrials | 9.610 | 10.169 |
Consumer Cyclical | 9.440 | 9.980 |
Consumer Defensive | 6.510 | 6.768 |
Communication Services | 5.410 | 7.259 |
Energy | 4.880 | 4.440 |
Basic Materials | 3.760 | 3.425 |
Utilities | 2.860 | 3.275 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Short-Term Bond Idx InstlPls | - | 25.07 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 15.04 | - | - | |
Metropolitan West Total Return Bd Plan | - | 14.98 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 11.08 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 5.98 | - | - | |
DFA World ex US Government Fxd Inc I | - | 4.86 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 4.03 | - | - | |
Vanguard Equity-Income Adm | - | 3.01 | - | - | |
T. Rowe Price Lrg Cp Gr I | - | 2.92 | - | - | |
Vanguard Real Estate Index Institutional | - | 1.96 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NE TD Ameritrade 529 State Street S | 232.98M | 11.20 | 9.34 | 12.27 | ||
NE NEST Direct 529 Growth Static In | 193.06M | 6.05 | 3.30 | 8.16 | ||
NE TD Ameritrade 529 T Rowe Price L | 155.78M | 14.11 | 6.68 | 14.96 | ||
NE NEST Direct 529 T Rowe Price Lar | 153.48M | 14.11 | 6.68 | 15.10 | ||
NE NEST Advisor 529 State Street SP | 133.76M | 10.91 | 8.39 | 11.04 |
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