
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.360 | 2.610 | 1.250 |
Shares | 29.390 | 29.390 | 0.000 |
Bonds | 69.230 | 69.230 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.854 | 17.108 |
Price to Book | 2.695 | 2.269 |
Price to Sales | 2.130 | 1.667 |
Price to Cash Flow | 11.918 | 9.017 |
Dividend Yield | 2.134 | 2.736 |
5 Years Earnings Growth | 9.500 | 9.326 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.370 | 19.929 |
Financial Services | 16.560 | 15.168 |
Industrials | 10.930 | 10.103 |
Consumer Cyclical | 10.000 | 9.849 |
Healthcare | 8.450 | 11.215 |
Communication Services | 7.940 | 7.964 |
Real Estate | 6.980 | 9.254 |
Consumer Defensive | 5.170 | 6.531 |
Basic Materials | 3.700 | 3.191 |
Energy | 3.480 | 3.735 |
Utilities | 2.410 | 3.060 |
Number of long holdings: 7
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core US Aggregate Bond | US4642872265 | 58.10 | 100.03 | -0.11% | |
iShares Core S&P Total U.S. Stock Market | US4642871507 | 17.49 | 146.54 | -0.49% | |
iShares Core MSCI Total Intl Stk ETF | - | 10.62 | - | - | |
iShares TIPS Bond | US4642871762 | 8.73 | 111.12 | -0.12% | |
iShares 1-3 Year Treasury Bond ETF | - | 1.97 | - | - | |
iShares Short Treasury Bond ETF | - | 1.78 | - | - | |
iShares Core U.S. REIT | US4642885218 | 1.32 | 57.33 | -0.85% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ME NextGen College Investing Plan a | 175.9M | 11.84 | 23.83 | 16.49 | ||
ME NextGen iShares Ages 8 10 A | 150.92M | 10.38 | 11.04 | 7.20 | ||
ME NextGen College Investing Plan d | 125.03M | 10.66 | 19.28 | 14.39 | ||
ME NextGen College Investing Plan 0 | 125.03M | 12.61 | 14.96 | 9.96 | ||
ME NextGen College Investing Plan 8 | 125.03M | 10.62 | 11.39 | 7.59 |
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