Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.300 | 4.990 | 3.690 |
| Shares | 79.490 | 79.490 | 0.000 |
| Bonds | 19.150 | 19.160 | 0.010 |
| Other | 0.060 | 0.060 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 18.532 | 18.192 |
| Price to Book | 2.808 | 2.749 |
| Price to Sales | 2.111 | 2.047 |
| Price to Cash Flow | 12.420 | 11.812 |
| Dividend Yield | 1.924 | 2.086 |
| 5 Years Earnings Growth | 9.349 | 9.566 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 27.130 | 23.712 |
| Financial Services | 16.510 | 16.811 |
| Industrials | 11.640 | 10.995 |
| Consumer Cyclical | 10.410 | 10.508 |
| Healthcare | 8.840 | 9.996 |
| Communication Services | 8.070 | 7.238 |
| Consumer Defensive | 4.940 | 6.011 |
| Basic Materials | 3.810 | 3.780 |
| Energy | 3.510 | 4.270 |
| Utilities | 2.620 | 3.064 |
| Real Estate | 2.500 | 3.612 |
Number of long holdings: 4
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Instl Sel | - | 48.35 | - | - | |
| Vanguard Total Intl Stock Idx Instl Sel | - | 32.07 | - | - | |
| Vanguard Total Bond Market II Idx I | - | 13.77 | - | - | |
| Vanguard Total Intl Bd Idx Institutional | - | 5.81 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| NY New Yorks 529 Program Direct Gro | 6.48B | 21.94 | 31.48 | 17.33 | ||
| NV Vanguard 529 College Savings Plp | 6.18B | 17.39 | 22.51 | 14.47 | ||
| NV Vanguard 529 College Savings Psm | 3.76B | 16.74 | 21.64 | 13.92 | ||
| NY New Yorks 529 Program Direct Val | 2.38B | 11.44 | 13.05 | 11.14 | ||
| NV Vanguard 529 College Savings Pgi | 2.37B | 21.89 | 31.44 | 17.25 |
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