
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 18.390 | 18.390 | 0.000 |
Shares | 39.740 | 39.740 | 0.000 |
Bonds | 41.560 | 41.590 | 0.030 |
Convertible | 0.050 | 0.050 | 0.000 |
Other | 0.260 | 0.260 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.431 | 15.702 |
Price to Book | 2.600 | 2.216 |
Price to Sales | 1.958 | 1.631 |
Price to Cash Flow | 10.082 | 8.320 |
Dividend Yield | 2.062 | 2.353 |
5 Years Earnings Growth | 12.245 | 10.801 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.990 | 17.832 |
Financial Services | 16.030 | 17.351 |
Healthcare | 12.470 | 12.672 |
Consumer Cyclical | 11.730 | 11.828 |
Industrials | 10.790 | 11.273 |
Real Estate | 6.840 | 4.960 |
Consumer Defensive | 6.790 | 7.881 |
Energy | 5.590 | 5.614 |
Basic Materials | 3.810 | 4.292 |
Communication Services | 3.230 | 3.388 |
Utilities | 2.730 | 2.907 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Large Cap Index Institutional | - | 27.68 | - | - | |
Vanguard Total Bond Market Idx InstlPls | - | 25.43 | - | - | |
Ks529 Cash And Cash Equivalent Acw2 Class I | - | 17.43 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 7.44 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 6.68 | - | - | |
Vanguard Short-Term Bond Idx I | - | 4.96 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 4.45 | - | - | |
Vanguard Small Cap Index I | - | 4.32 | - | - | |
Vanguard Real Estate Index Institutional | - | 1.50 | - | - | |
Usd | - | 0.09 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
KS Schwab Moderately Aggressive Ind | 1.12B | -0.91 | 8.71 | 7.97 | ||
KS Schwab Moderate Index | 873.8M | 0.45 | 7.15 | 6.60 | ||
KS Advisor Disciplined Growth A | -11.45 | 6.67 | 11.19 |
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