
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.490 | 12.180 | 10.690 |
Shares | 35.270 | 35.270 | 0.000 |
Bonds | 63.170 | 63.200 | 0.030 |
Convertible | 0.040 | 0.040 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.731 | 17.599 |
Price to Book | 2.393 | 2.486 |
Price to Sales | 1.795 | 1.820 |
Price to Cash Flow | 10.582 | 10.166 |
Dividend Yield | 2.233 | 2.231 |
5 Years Earnings Growth | 10.081 | 10.714 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.270 | 20.241 |
Financial Services | 17.690 | 15.833 |
Industrials | 11.280 | 11.110 |
Consumer Cyclical | 10.870 | 10.825 |
Healthcare | 10.090 | 12.010 |
Communication Services | 7.590 | 7.015 |
Consumer Defensive | 5.810 | 6.606 |
Basic Materials | 3.960 | 4.103 |
Energy | 3.950 | 4.338 |
Real Estate | 2.840 | 4.766 |
Utilities | 2.630 | 3.183 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx I | - | 34.96 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 20.51 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 15.10 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.72 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 14.11 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 166.59B | 2.81 | 0.56 | 1.42 | ||
Vanguard Total Bond Market II Idx I | 151.68B | 2.80 | 0.49 | 1.35 | ||
US9229065084 | 122.6B | 1.06 | 4.32 | 1.94 | ||
Vanguard Target Retire Trust Plus35 | 116.03B | 0.05 | 5.06 | 7.36 | ||
The Vanguard Target Retire 2035 Tr1 | 116.03B | 0.06 | 5.05 | 7.35 |
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