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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.32 | 4.14 | 0.82 |
Stocks | 29.39 | 29.39 | 0.00 |
Bonds | 67.24 | 67.27 | 0.03 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.51 | 16.62 |
Price to Book | 2.45 | 2.33 |
Price to Sales | 1.75 | 1.64 |
Price to Cash Flow | 11.09 | 9.86 |
Dividend Yield | 2.16 | 2.61 |
5 Years Earnings Growth | 11.08 | 10.69 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.99 | 21.11 |
Financial Services | 15.74 | 15.18 |
Industrials | 11.80 | 11.31 |
Healthcare | 11.04 | 11.87 |
Consumer Cyclical | 10.88 | 10.79 |
Communication Services | 6.98 | 6.66 |
Consumer Defensive | 6.09 | 6.25 |
Energy | 4.61 | 4.65 |
Basic Materials | 4.48 | 4.35 |
Real Estate | 2.92 | 4.96 |
Utilities | 2.47 | 2.86 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 36.83 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 17.73 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 16.48 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 16.13 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 12.08 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire Inc Trus | 22.23B | -0.11 | -0.05 | 3.90 | ||
The Vanguard Target Retire Incm Tru | 22.23B | -0.09 | -0.05 | 3.89 | ||
Vanguard Target Retire Trust Plus I | 22.23B | -0.10 | -0.04 | 3.91 | ||
Vanguard Market Neutral Inv | 482.43M | 6.54 | 16.12 | 3.38 | ||
US92203J8606 | 44.63M | -1.53 | -2.01 | - |
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