
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.530 | 13.870 | 13.340 |
Shares | 38.700 | 38.700 | 0.000 |
Bonds | 60.700 | 60.720 | 0.020 |
Convertible | 0.050 | 0.050 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.742 | 17.046 |
Price to Book | 2.395 | 2.475 |
Price to Sales | 1.797 | 1.839 |
Price to Cash Flow | 10.569 | 10.649 |
Dividend Yield | 2.239 | 2.264 |
5 Years Earnings Growth | 10.114 | 10.332 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.610 | 20.409 |
Financial Services | 17.930 | 16.562 |
Industrials | 11.350 | 10.939 |
Consumer Cyclical | 10.540 | 9.830 |
Healthcare | 10.270 | 11.702 |
Communication Services | 7.440 | 7.390 |
Consumer Defensive | 6.000 | 6.130 |
Energy | 4.210 | 4.447 |
Basic Materials | 3.970 | 3.698 |
Real Estate | 2.910 | 5.584 |
Utilities | 2.790 | 3.309 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 42.62 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 22.95 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 18.11 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 16.31 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 20.64B | 0.58 | 2.17 | 1.97 | ||
The Vanguard Retirement Savings Tr4 | 20.64B | 0.59 | 2.27 | 2.07 | ||
IA College Savings Iowa 529 Income | 729.59M | 1.37 | 1.90 | 3.02 | ||
IA College Savings Iowa 529 Growthg | 563.78M | -0.22 | 5.58 | 7.67 | ||
IA College Savings Iowa 529 Moderap | 459.36M | 0.34 | 4.41 | 6.21 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review