Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.930 | 9.530 | 8.600 |
Stocks | 61.200 | 61.200 | 0.000 |
Bonds | 37.810 | 37.850 | 0.040 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.954 | 17.491 |
Price to Book | 2.429 | 2.554 |
Price to Sales | 1.784 | 1.811 |
Price to Cash Flow | 11.065 | 10.794 |
Dividend Yield | 2.194 | 2.163 |
5 Years Earnings Growth | 11.697 | 11.532 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.860 | 21.445 |
Financial Services | 16.040 | 15.022 |
Industrials | 11.420 | 11.575 |
Healthcare | 10.980 | 12.441 |
Consumer Cyclical | 10.400 | 10.520 |
Communication Services | 7.010 | 6.556 |
Consumer Defensive | 5.940 | 6.357 |
Energy | 4.440 | 4.699 |
Basic Materials | 4.320 | 4.334 |
Real Estate | 2.900 | 4.409 |
Utilities | 2.690 | 2.700 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 36.78 | - | - | |
Vanguard Total Bond Market II Idx I | - | 26.32 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 24.86 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 11.32 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 158.82B | 4.51 | -1.39 | 1.80 | ||
Vanguard Total Bond Market II Idx I | 148.73B | 4.46 | -1.46 | 1.73 | ||
US9229065084 | 119.18B | 4.02 | 3.56 | 1.72 | ||
Vanguard Target Retire Trust Plus35 | 113.33B | 13.60 | 5.16 | 8.04 | ||
The Vanguard Target Retire 2035 Tr1 | 113.33B | 13.59 | 5.15 | 8.03 |
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