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Investing.com - Corporate earnings are tipped to drive returns in the benchmark S&P 500 in 2025 even as the prospect of elevated borrowing costs threatens to weigh on results,...
Investing.com - The European Union has three possible policy options to respond to sweeping import tariffs proposed by US President-elect Donald Trump, according to analysts at...
Investing.com - "Goldilocks" US economic data and solid corporate earnings may give investors "room" to increase their market exposure as long as there are no "major negative...
Friday was a bit of a mixed bag. It was good to see the S&P 500 breakout, but it also coincided with a Russell 2000 (IWM) that closed on a 'black' candlestick at downward...
In last week’s discussion with Thoughtful Money, I noted that we are becoming more “tactically bearish” as we progress into 2025. While we have remained primarily bullish in...
Stocks and gold have been “predictable” as we approach Inauguration Day. “Predictable” taking the form of our previous “to or through the election” view for the 2024 bull, which...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1149 | 1009 | 1149 | 1127 | 1486 | 2249 |
Fund Return | 14.86% | 0.87% | 14.86% | 4.06% | 8.24% | 8.44% |
Place in category | 113 | 48 | 113 | 141 | 116 | 42 |
% in Category | 17 | 13 | 17 | 24 | 20 | 10 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.66B | 14.95 | 4.82 | 8.14 | ||
American Funds American Balanced R6 | 56.04B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 46.17B | 14.59 | 3.84 | 8.17 | ||
Fidelity Balanced | 42.26B | 16.06 | 4.91 | 9.59 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.07 | 429.03 | +1.05% | |
Apple | US0378331005 | 4.14 | 229.98 | +0.75% | |
NVIDIA | US67066G1040 | 3.97 | 137.71 | +3.10% | |
Alphabet A | US02079K3059 | 3.21 | 196.00 | +1.60% | |
Amazon.com | US0231351067 | 3.15 | 225.94 | +2.39% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Neutral |
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