Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.720 | 9.280 | 6.560 |
Stocks | 67.100 | 67.100 | 0.000 |
Bonds | 30.100 | 30.120 | 0.020 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.067 | 17.422 |
Price to Book | 2.488 | 2.663 |
Price to Sales | 1.810 | 1.928 |
Price to Cash Flow | 11.269 | 11.229 |
Dividend Yield | 2.156 | 2.077 |
5 Years Earnings Growth | 10.404 | 11.254 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.000 | 22.410 |
Financial Services | 16.870 | 15.667 |
Industrials | 11.400 | 11.328 |
Consumer Cyclical | 10.850 | 10.692 |
Healthcare | 10.130 | 11.905 |
Communication Services | 7.240 | 7.032 |
Consumer Defensive | 5.790 | 6.019 |
Energy | 4.080 | 4.196 |
Basic Materials | 4.010 | 3.996 |
Real Estate | 2.910 | 3.972 |
Utilities | 2.730 | 2.783 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 41.61 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 26.16 | - | - | |
Vanguard Total Bond Market II Idx I | - | 22.08 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 9.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 160.52B | 1.31 | -2.39 | 1.30 | ||
Vanguard Total Bond Market II Idx I | 148.93B | 1.24 | -2.46 | 1.23 | ||
US9229065084 | 119.36B | 5.24 | 3.96 | 1.84 | ||
Vanguard Target Retire Trust Plus35 | 114.35B | 11.76 | 3.03 | 7.61 | ||
The Vanguard Target Retire 2035 Tr1 | 114.35B | 11.74 | 3.02 | 7.60 |
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