
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.88 | 13.97 | 13.09 |
Stocks | 39.80 | 39.80 | 0.00 |
Bonds | 59.25 | 59.31 | 0.06 |
Convertible | 0.05 | 0.05 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.75 | 17.24 |
Price to Book | 2.58 | 2.66 |
Price to Sales | 1.90 | 1.92 |
Price to Cash Flow | 11.61 | 11.31 |
Dividend Yield | 2.09 | 2.44 |
5 Years Earnings Growth | 10.16 | 10.12 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.07 | 19.99 |
Financial Services | 17.02 | 16.00 |
Consumer Cyclical | 11.33 | 9.14 |
Industrials | 11.13 | 10.80 |
Healthcare | 10.01 | 11.69 |
Communication Services | 7.87 | 6.59 |
Consumer Defensive | 5.55 | 6.90 |
Energy | 3.87 | 5.60 |
Basic Materials | 3.80 | 3.77 |
Real Estate | 2.76 | 6.41 |
Utilities | 2.59 | 3.82 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 41.00 | - | - | |
Vanguard Total Stock Mkt Idx Inv | - | 24.58 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 18.15 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 15.69 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 |
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