
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.17 | 15.40 | 11.23 |
Shares | 36.73 | 36.73 | 0.00 |
Bonds | 59.04 | 59.11 | 0.07 |
Convertible | 0.03 | 0.03 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.80 | 17.69 |
Price to Book | 2.50 | 2.48 |
Price to Sales | 1.87 | 1.82 |
Price to Cash Flow | 10.94 | 10.17 |
Dividend Yield | 2.20 | 2.24 |
5 Years Earnings Growth | 9.19 | 10.43 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.83 | 19.90 |
Financial Services | 17.74 | 15.98 |
Industrials | 11.85 | 11.24 |
Consumer Cyclical | 10.60 | 10.70 |
Healthcare | 9.28 | 12.07 |
Communication Services | 7.78 | 7.01 |
Consumer Defensive | 5.94 | 6.77 |
Basic Materials | 3.83 | 4.10 |
Energy | 3.66 | 4.31 |
Real Estate | 2.80 | 4.77 |
Utilities | 2.69 | 3.17 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 33.70 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 22.02 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 15.26 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 14.57 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 13.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 161.28B | 4.06 | 2.60 | 1.73 | ||
Vanguard Total Bond Market II Idx I | 145.73B | 4.02 | 2.53 | 1.66 | ||
US9229065084 | 122.91B | 2.13 | 4.63 | 2.05 | ||
Vanguard Target Retire Trust Plus35 | 122.07B | 8.45 | 12.78 | 8.24 | ||
The Vanguard Target Retire 2035 Tr1 | 122.07B | 8.45 | 12.76 | 8.22 |
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