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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 | 1051 | 1047 | 1055 | 1197 | 1501 | 1747 |
Fund Return | 5.06% | 4.65% | 5.46% | 6.18% | 8.47% | 5.74% |
Place in category | 404 | 460 | 439 | 445 | 216 | 326 |
% in Category | 73 | 86 | 83 | 89 | 46 | 93 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.58B | 5.48 | 6.71 | 6.25 | ||
Franklin Rising Dividends A | 19.48B | 7.58 | 10.38 | 11.14 | ||
Franklin Rising Dividends Adv | 4.29B | 7.73 | 10.65 | 11.42 | ||
Franklin Rising Dividends C | 752.06M | 7.12 | 9.56 | 10.30 | ||
Franklin Rising Dividends R | 180.53M | 7.42 | 10.10 | 10.86 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 118.98B | 9.08 | 11.61 | 8.84 | ||
Vanguard Wellington Admiral | 102.53B | 8.48 | 11.30 | 9.10 | ||
American Funds American Balanced R6 | 60.49B | 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 | 160.60 | +0.80% | |
United States Treasury Notes | - | 1.99 | - | - | |
J&J | US4781601046 | 1.79 | 177.17 | +0.98% | |
Exxon Mobil | US30231G1022 | 1.74 | 114.29 | +0.83% | |
United States Treasury Notes | - | 1.68 | - | - |
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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