Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.74 | 13.54 | 12.80 |
Shares | 39.97 | 39.97 | 0.00 |
Bonds | 59.23 | 59.29 | 0.06 |
Convertible | 0.04 | 0.04 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.87 | 16.91 |
Price to Book | 2.47 | 2.58 |
Price to Sales | 1.80 | 1.84 |
Price to Cash Flow | 11.19 | 10.94 |
Dividend Yield | 2.19 | 2.49 |
5 Years Earnings Growth | 11.33 | 10.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.74 | 19.52 |
Financial Services | 15.99 | 15.25 |
Industrials | 11.35 | 11.02 |
Healthcare | 10.87 | 12.35 |
Consumer Cyclical | 10.69 | 8.86 |
Communication Services | 7.18 | 6.31 |
Consumer Defensive | 6.01 | 7.26 |
Basic Materials | 4.31 | 4.02 |
Energy | 4.02 | 5.77 |
Real Estate | 3.05 | 6.76 |
Utilities | 2.81 | 3.81 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 41.01 | - | - | |
Vanguard Total Stock Mkt Idx Inv | - | 24.28 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 18.11 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 16.03 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
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