Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.80 | 13.29 | 11.49 |
| Shares | 35.99 | 35.99 | 0.00 |
| Bonds | 62.17 | 62.29 | 0.12 |
| Convertible | 0.01 | 0.01 | 0.00 |
| Other | 0.02 | 0.02 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 18.31 | 17.85 |
| Price to Book | 2.73 | 2.53 |
| Price to Sales | 2.05 | 1.87 |
| Price to Cash Flow | 11.92 | 10.39 |
| Dividend Yield | 2.02 | 2.20 |
| 5 Years Earnings Growth | 9.30 | 10.41 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 25.79 | 20.44 |
| Financial Services | 17.16 | 15.90 |
| Industrials | 11.72 | 11.28 |
| Consumer Cyclical | 10.46 | 10.69 |
| Healthcare | 8.77 | 11.64 |
| Communication Services | 8.24 | 7.20 |
| Consumer Defensive | 5.08 | 6.61 |
| Basic Materials | 3.98 | 4.15 |
| Energy | 3.58 | 4.26 |
| Real Estate | 2.62 | 4.71 |
| Utilities | 2.59 | 3.15 |
Number of long holdings: 7
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Idx Inv | - | 34.36 | - | - | |
| Vanguard Total Stock Mkt Idx Instl Pls | - | 21.60 | - | - | |
| Vanguard Total Intl Stock Index Inv | - | 14.87 | - | - | |
| Vanguard Total Intl Bd II Idx Insl | - | 14.49 | - | - | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 13.95 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index | 183.44B | 6.79 | 5.59 | 1.86 | ||
| Vanguard Total Bond Market II Idx I | 161.74B | 6.73 | 5.52 | 1.79 | ||
| The Vanguard Target Retire 2035 Tr2 | 136.72B | 16.48 | 16.32 | 9.16 | ||
| Vanguard Target Retire Trust Plus35 | 136.72B | 16.50 | 16.33 | 9.18 | ||
| The Vanguard Target Retire 2035 Tr1 | 136.72B | 14.72 | 17.34 | 9.63 |
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