Company | Name | Exchange | Sector | Industry | Market Cap | P/E Ratio | PEG Ratio | Last Trade Price | Day Change (%) | Fair Value | Fair Value Upside | Fair Value Label | Analyst Price Target | Analyst Target Upside | Overall Health |
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Vanguard Total Stock Market | Mexico | Financial | Investment Banking & Investment Services | MXN 30.16T | 7.4x | MXN 4,995 | 0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard SP 500 | Mexico | Financial | Investment Banking & Investment Services | MXN 23.17T | 6.3x | MXN 9,220 | 0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
SPDR S&P 500 | Mexico | Financial | Investment Banking & Investment Services | MXN 10.10T | 4.7x | MXN 10,050 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
ishares S&P 500 | Mexico | Financial | Investment Banking & Investment Services | MXN 9.01T | 7.6x | MXN 10,085 | 0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Invesco QQQ Trust Series 1 | Mexico | Financial | Investment Banking & Investment Services | MXN 5.11T | 4.5x | MXN 8,546.29 | 0.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard Growth Shares | Mexico | Financial | Investment Banking & Investment Services | MXN 4.25T | 5.5x | MXN 6,626 | -1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard Value MX | Mexico | Financial | Investment Banking & Investment Services | MXN 3.17T | 19.4x | MXN 3,076 | 0.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Goldman Sachs | Mexico | Financial | Investment Banking & Investment Services | MXN 3.13T | 15.9x | 0.48 | MXN 9,195 | 2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Morgan Stanley | Mexico | Financial | Investment Banking & Investment Services | MXN 3.11T | 17x | 2.44 | MXN 1,955 | 3.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Vanguard Mid-Cap Index Fund Shares | Mexico | Financial | Investment Banking & Investment Services | MXN 3.02T | 9.6x | MXN 4,394 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard Small-Cap Index Fund Shares | Mexico | Financial | Investment Banking & Investment Services | MXN 2.64T | 10.6x | MXN 4,100 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard FTSE Developed Markets | Mexico | Financial | Investment Banking & Investment Services | MXN 2.47T | MXN 926 | 1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
BlackRock | Mexico | Financial | Investment Banking & Investment Services | MXN 2.34T | 21x | 1.14 | MXN 15,730 | 2.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Citigroup Inc. | Mexico | Financial | Investment Banking & Investment Services | MXN 2.29T | 17.9x | -0.41 | MXN 1,200 | 0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Charles Schwab | Mexico | Financial | Investment Banking & Investment Services | MXN 2.24T | 27.7x | -0.87 | MXN 1,237 | 3.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
iShares Core MSCI EAFE | Mexico | Financial | Investment Banking & Investment Services | MXN 2.16T | MXN 1,342.83 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
iShares Core US Aggregate Bond | Mexico | Financial | Investment Banking & Investment Services | MXN 2.06T | 33.3x | MXN 1,780 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard Total Bond Market Shares | Mexico | Financial | Investment Banking & Investment Services | MXN 2.02T | MXN 1,324 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Vanguard FTSE Emerging Markets | Mexico | Financial | Investment Banking & Investment Services | MXN 1.96T | 12.9x | MXN 807.01 | 0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
UBS | Mexico | Financial | Investment Banking & Investment Services | MXN 1.80T | 3.4x | 0.01 | MXN 550 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
iShares Russell 1000 Growth MX | Mexico | Financial | Investment Banking & Investment Services | MXN 1.71T | 3.8x | MXN 6,738 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
iShares Core S&P 500 UCITS | Mexico | Financial | Investment Banking & Investment Services | MXN 1.65T | MXN 10,700 | 1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
ICE | Mexico | Financial | Investment Banking & Investment Services | MXN 1.60T | 34.5x | 0.5 | MXN 2,660 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
ishares S&P Midcap 400 | Mexico | Financial | Investment Banking & Investment Services | MXN 1.59T | 5.1x | MXN 1,136 | 4.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
iShares Core S&P Small-Cap | Mexico | Financial | Investment Banking & Investment Services | MXN 1.56T | 7.1x | MXN 2,113 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard Dividend Appreciation | Mexico | Financial | Investment Banking & Investment Services | MXN 1.48T | MXN 3,370.80 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
iShares Core MSCI Em Mkts | Mexico | Financial | Investment Banking & Investment Services | MXN 1.44T | 11.7x | MXN 973.73 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
iShares Core MSCI World UCITS ETF USD (Acc) | Mexico | Financial | Investment Banking & Investment Services | MXN 1.42T | MXN 1,854 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Vanguard Information Technology | Mexico | Financial | Investment Banking & Investment Services | MXN 1.34T | MXN 10,368 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Vanguard Total International Stock Index Fund Shar | Mexico | Financial | Investment Banking & Investment Services | MXN 1.34T | MXN 1,158 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ |