
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.760 | 11.970 | 11.210 |
Shares | 19.890 | 19.890 | 0.000 |
Bonds | 79.270 | 79.450 | 0.180 |
Convertible | 0.060 | 0.060 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.699 | 14.493 |
Price to Book | 2.379 | 1.792 |
Price to Sales | 1.777 | 2.543 |
Price to Cash Flow | 10.350 | 14.227 |
Dividend Yield | 2.277 | 2.579 |
5 Years Earnings Growth | 9.676 | 13.838 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.880 | 2.374 |
Financial Services | 17.790 | 33.637 |
Industrials | 11.340 | 16.767 |
Consumer Cyclical | 10.530 | 30.877 |
Healthcare | 10.320 | 12.527 |
Communication Services | 7.480 | 14.645 |
Consumer Defensive | 5.990 | 5.273 |
Energy | 4.190 | 22.698 |
Basic Materials | 3.890 | 22.523 |
Real Estate | 2.910 | 13.063 |
Utilities | 2.690 | 15.367 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 55.96 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 23.87 | - | - | |
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 12.12 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 8.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NV USAA College Savings Plan In Col | 882.39M | 2.15 | 5.44 | 2.71 | ||
NY New Yorks 529 Program Direct Bon | 827.03M | 3.17 | 1.90 | 1.43 | ||
NV USAA College Savings Plan Conser | 747.21M | 2.09 | 6.07 | 4.44 | ||
NV Vanguard 529 College Savings Plb | 624.72M | 3.18 | 1.90 | 1.39 | ||
MO MOST Missouris 529 Vanguard Totp | 4.31M | 1.41 | 2.34 | 1.75 |
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