
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.430 | 10.630 | 9.200 |
Shares | 50.010 | 50.010 | 0.000 |
Bonds | 48.500 | 48.540 | 0.040 |
Convertible | 0.030 | 0.030 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.514 | 17.291 |
Price to Book | 2.502 | 2.611 |
Price to Sales | 1.856 | 1.897 |
Price to Cash Flow | 11.133 | 10.994 |
Dividend Yield | 2.139 | 2.168 |
5 Years Earnings Growth | 10.561 | 10.935 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.710 | 21.999 |
Financial Services | 17.180 | 15.927 |
Consumer Cyclical | 11.320 | 10.511 |
Industrials | 11.270 | 11.105 |
Healthcare | 9.970 | 11.439 |
Communication Services | 7.800 | 7.135 |
Consumer Defensive | 5.570 | 6.055 |
Basic Materials | 3.910 | 3.925 |
Energy | 3.900 | 4.399 |
Real Estate | 2.760 | 4.599 |
Utilities | 2.600 | 2.905 |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 29.87 | - | - | |
Vanguard Total Bond Market II Idx I | - | 29.22 | - | - | |
Vanguard Instl Ttl Intl Stk Mkt Idx TrII | - | 20.63 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 12.72 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Ins | - | 7.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 165.8B | 2.69 | -0.44 | 1.45 | ||
Vanguard Total Bond Market II Idx I | 152.05B | 2.67 | -0.51 | 1.38 | ||
US9229065084 | 123.51B | 0.69 | 4.19 | 1.91 | ||
Vanguard Target Retire Trust Plus35 | 118.69B | 2.53 | 6.12 | 7.53 | ||
The Vanguard Target Retire 2035 Tr1 | 118.69B | 2.54 | 6.11 | 7.52 |
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