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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 | 1055 | 1049 | 1061 | 1215 | 1539 | 1834 |
Fund Return | 5.48% | 4.88% | 6.11% | 6.71% | 9% | 6.25% |
Place in category | 378 | 455 | 418 | 429 | 143 | 294 |
% in Category | 67 | 84 | 79 | 85 | 34 | 84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Rising Dividends A | 19.38B | 7.58 | 10.38 | 11.14 | ||
Franklin Rising Dividends Adv | 4.26B | 7.73 | 10.65 | 11.42 | ||
Franklin Rising Dividends C | 748.08M | 7.12 | 9.56 | 10.30 | ||
Franklin Rising Dividends R | 179.61M | 7.42 | 10.10 | 10.86 | ||
Franklin Rising Dividends R6 | 3.52B | 7.77 | 10.73 | 11.52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 118.53B | 9.08 | 11.61 | 8.84 | ||
Vanguard Wellington Admiral | 102.53B | 8.48 | 11.30 | 9.10 | ||
American Funds American Balanced R6 | 60.23B | 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 % | |
---|---|---|---|---|---|
Chevron | US1667641005 | 2.06 | 158.54 | -2.03% | |
United States Treasury Notes | - | 1.99 | - | - | |
J&J | US4781601046 | 1.79 | 177.42 | -0.36% | |
Exxon Mobil | US30231G1022 | 1.74 | 112.51 | -1.91% | |
United States Treasury Notes | - | 1.68 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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