Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.040 | 11.830 | 11.790 |
Shares | 40.180 | 40.180 | 0.000 |
Bonds | 59.710 | 59.790 | 0.080 |
Convertible | 0.050 | 0.050 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.423 | 17.345 |
Price to Book | 2.546 | 2.540 |
Price to Sales | 1.862 | 1.878 |
Price to Cash Flow | 11.385 | 11.102 |
Dividend Yield | 2.144 | 2.215 |
5 Years Earnings Growth | 11.033 | 10.958 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.070 | 21.108 |
Financial Services | 16.310 | 15.446 |
Industrials | 11.250 | 11.050 |
Healthcare | 10.620 | 11.839 |
Consumer Cyclical | 10.550 | 9.680 |
Communication Services | 7.360 | 7.190 |
Consumer Defensive | 5.860 | 6.262 |
Basic Materials | 4.140 | 4.035 |
Energy | 4.070 | 4.383 |
Real Estate | 2.970 | 5.661 |
Utilities | 2.790 | 3.346 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 41.53 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 24.92 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 17.90 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 15.62 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 20.88B | 2.19 | 2.04 | 1.96 | ||
The Vanguard Retirement Savings Tr4 | 20.88B | 2.29 | 2.14 | 2.05 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 12.84 | 3.78 | 6.58 | ||
IA College Savings Iowa 529 Growthg | 488.82M | 16.09 | 5.56 | 8.13 | ||
IA College Savings Iowa 529 Income | 473M | 6.43 | 0.19 | 3.24 |
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