Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.670 | 6.340 | 4.670 |
Stocks | 76.400 | 76.400 | 0.000 |
Bonds | 21.880 | 21.880 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.641 | 17.225 |
Price to Book | 2.487 | 2.515 |
Price to Sales | 1.768 | 1.740 |
Price to Cash Flow | 11.206 | 10.503 |
Dividend Yield | 2.139 | 2.175 |
5 Years Earnings Growth | 11.066 | 11.474 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.340 | 21.506 |
Financial Services | 15.510 | 14.905 |
Industrials | 11.640 | 11.590 |
Healthcare | 11.210 | 12.615 |
Consumer Cyclical | 11.100 | 11.030 |
Communication Services | 7.020 | 6.452 |
Consumer Defensive | 6.140 | 6.376 |
Energy | 4.420 | 4.598 |
Basic Materials | 4.300 | 4.343 |
Real Estate | 2.920 | 4.046 |
Utilities | 2.410 | 2.543 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 47.13 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 29.71 | - | - | |
Vanguard Total Bond Market II Idx I | - | 15.50 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 6.70 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 145.08B | -0.80 | -2.42 | 1.48 | ||
Vanguard Total Bond Market II Idx I | 138.79B | -0.82 | -2.49 | 1.41 | ||
US9229065084 | 116.54B | 1.32 | 2.65 | 1.46 | ||
Vanguard Target Retire Trust Plus35 | 105.02B | 5.19 | 4.12 | 7.53 | ||
The Vanguard Target Retire 2035 Tr1 | 105.02B | 5.19 | 4.11 | 7.52 |
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