
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.060 | 1.060 | 0.000 |
Shares | 89.660 | 89.660 | 0.000 |
Bonds | 9.220 | 9.220 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.712 | 17.525 |
Price to Book | 2.653 | 2.611 |
Price to Sales | 2.057 | 1.884 |
Price to Cash Flow | 12.003 | 10.909 |
Dividend Yield | 2.164 | 2.199 |
5 Years Earnings Growth | 9.890 | 10.859 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.000 | 22.913 |
Financial Services | 15.950 | 15.929 |
Consumer Cyclical | 10.600 | 11.064 |
Industrials | 10.220 | 11.274 |
Healthcare | 9.610 | 11.646 |
Real Estate | 8.570 | 3.666 |
Communication Services | 7.310 | 7.069 |
Consumer Defensive | 5.300 | 5.866 |
Energy | 3.620 | 4.090 |
Basic Materials | 3.420 | 3.898 |
Utilities | 2.410 | 2.585 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Large-Cap | US8085242019 | 50.02 | 22.07 | +0.50% | |
Schwab International Equity | US8085248057 | 22.77 | 20.01 | +0.70% | |
Schwab US Aggregate Bond | US8085248396 | 9.32 | 23.01 | -0.22% | |
Schwab Emerging Markets Equity | US8085247067 | 5.89 | 27.66 | +0.29% | |
Schwab US Small-Cap | US8085246077 | 5.79 | 23.56 | +0.26% | |
Schwab U.S. REIT | US8085248479 | 5.49 | 21.25 | -0.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.5B | 2.74 | -0.49 | - | ||
Schwab Treasury Infl Protected Sec | 2.56B | 3.57 | -0.83 | 2.31 | ||
Schwab Target 2040 | 1.17B | 2.79 | 6.73 | 7.50 | ||
Schwab Target 2030 | 958.36M | 2.80 | 5.55 | 6.58 | ||
Schwab Target 2035 | 599.31M | 2.76 | 6.19 | 7.08 |
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