
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.720 | 3.860 | 2.140 |
Shares | 89.970 | 89.970 | 0.000 |
Bonds | 8.240 | 8.250 | 0.010 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.744 | 17.970 |
Price to Book | 2.481 | 2.767 |
Price to Sales | 1.861 | 2.014 |
Price to Cash Flow | 10.899 | 11.397 |
Dividend Yield | 2.215 | 2.016 |
5 Years Earnings Growth | 9.187 | 10.430 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.700 | 23.093 |
Financial Services | 17.800 | 16.463 |
Industrials | 11.910 | 11.407 |
Consumer Cyclical | 10.590 | 11.024 |
Healthcare | 9.270 | 11.480 |
Communication Services | 7.750 | 7.344 |
Consumer Defensive | 5.950 | 5.929 |
Basic Materials | 3.870 | 3.785 |
Energy | 3.670 | 3.774 |
Real Estate | 2.800 | 3.207 |
Utilities | 2.700 | 2.495 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.32 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 37.30 | - | - | |
Vanguard Total Bond Market II Idx I | - | 5.93 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 2.72 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 166.81B | 4.06 | 2.60 | 1.73 | ||
Vanguard Total Bond Market II Idx I | 150.54B | 4.02 | 2.53 | 1.66 | ||
Vanguard Target Retire Trust Plus35 | 126.6B | 8.45 | 12.78 | 8.24 | ||
The Vanguard Target Retire 2035 Tr1 | 126.6B | 8.45 | 12.76 | 8.22 | ||
The Vanguard Target Retire 2035 Tr2 | 126.6B | 8.43 | 12.75 | 8.21 |
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