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Investing.com -- Jefferies lifted its S&P 500 price target, citing a “broad-based resilience” in the second-quarter earnings season that should ease concerns about the U.S. economy...
Investing.com -- Bank of America warned that the Federal Reserve risks committing a policy mistake if it begins cutting rates next month, despite Chair Jerome Powell’s dovish tone...
Investing.com -- Federal Reserve Chair Jerome Powell on Friday signaled that an interest rate cut could come as soon as next month, balancing concerns over a cooling labor market...
I think it’s important to remember that stocks, bonds, and FX all have a volatility component, and they behave in a similar way. When volatility crashes, as it did on Friday,...
There is little doubt that excess bullishness has invaded the general market psyche. Just a couple of months following the market decline in March and April, where sentiment...
In our previous update from July 31, see here, we anticipated for the S&P 500 (SPX), based on the Elliott Wave (EW) Principle, that “… now that the $6380-6460 zone has been...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1105 | 1112 | 1432 | 1647 | 2541 |
Fund Return | 5.61% | 10.46% | 11.21% | 12.72% | 10.49% | 9.77% |
Place in category | 372 | 21 | 136 | 12 | 36 | 13 |
% in Category | 66 | 5 | 22 | 5 | 12 | 6 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 8.58 | 17.09 | 13.65 | ||
Fidelity Contrafund | 160.4B | 15.36 | 26.02 | 15.97 | ||
Fidelity Total Market Index Instl b | 113.87B | 8.09 | 16.45 | 12.97 | ||
Fidelity Blue Chip Growth | 67.4B | 8.95 | 26.27 | 17.98 | ||
Fidelity Growth Company | 64.44B | 9.25 | 25.04 | 18.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 118.52B | 9.08 | 11.61 | 8.84 | ||
Vanguard Wellington Admiral | 102.53B | 8.48 | 11.30 | 9.10 | ||
American Funds American Balanced R6 | 60.26B | 9.30 | 11.97 | 9.17 | ||
Vanguard Balanced Index Adm | 47.53B | 6.79 | 10.62 | 8.62 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.96 | 504.26 | -0.59% | |
NVIDIA | US67066G1040 | 4.56 | 179.82 | +1.03% | |
Apple | US0378331005 | 3.49 | 227.16 | -0.26% | |
Amazon.com | US0231351067 | 3.00 | 227.94 | -0.39% | |
Meta Platforms | US30303M1027 | 2.19 | 753.30 | -0.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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