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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 | 1102 | 1034 | 1098 | 1473 | 1953 | 2903 |
| Fund Return | 10.19% | 3.4% | 9.76% | 13.79% | 14.32% | 11.24% |
| Place in category | 672 | 822 | 618 | 365 | 533 | 141 |
| % in Category | 61 | 74 | 57 | 39 | 56 | 22 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Homestead Growth | 443.7M | 20.12 | 30.38 | 16.83 | ||
| Homestead Stock Index | 293.59M | -5.04 | 11.66 | 11.74 | ||
| Homestead Small Company Stock | 204.55M | -4.93 | 2.26 | 5.07 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| American Funds Washington Mutual A | 93.93B | 14.61 | 21.44 | 13.70 | ||
| Dodge & Cox Stock | 68.4B | 10.20 | 14.55 | 12.09 | ||
| Vanguard Equity-Income Adm | 55.91B | 13.00 | 12.97 | 11.21 | ||
| Vanguard Windsor II Admiral | 50.69B | 14.51 | 16.95 | 11.99 | ||
| American Funds Washington Mutual R6 | 45.43B | 15.15 | 18.30 | 13.14 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| JPMorgan | US46625H1005 | 5.10 | 316.89 | +0.85% | |
| Goldman Sachs | US38141G1040 | 3.66 | 797.20 | +1.38% | |
| Meta Platforms | US30303M1027 | 3.32 | 631.76 | +1.62% | |
| AbbVie | US00287Y1091 | 3.25 | 218.67 | -0.22% | |
| Parker-Hannifin | US7010941042 | 3.13 | 840.63 | -0.40% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Sell | Buy | Buy |
| Technical Indicators | Strong Sell | BUY | Strong Buy |
| Summary | Strong Sell | Buy | Strong Buy |
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