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Investing.com -- Jefferies lifted its S&P 500 price target, citing a “broad-based resilience” in the second-quarter earnings season that should ease concerns about the U.S. economy...
Investing.com -- Bank of America warned that the Federal Reserve risks committing a policy mistake if it begins cutting rates next month, despite Chair Jerome Powell’s dovish tone...
Investing.com -- Federal Reserve Chair Jerome Powell on Friday signaled that an interest rate cut could come as soon as next month, balancing concerns over a cooling labor market...
I think it’s important to remember that stocks, bonds, and FX all have a volatility component, and they behave in a similar way. When volatility crashes, as it did on Friday,...
There is little doubt that excess bullishness has invaded the general market psyche. Just a couple of months following the market decline in March and April, where sentiment...
In our previous update from July 31, see here, we anticipated for the S&P 500 (SPX), based on the Elliott Wave (EW) Principle, that “… now that the $6380-6460 zone has been...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1129 | 1058 | 1139 | 1591 | 1634 | 2619 |
Fund Return | 12.9% | 5.75% | 13.87% | 16.74% | 10.32% | 10.11% |
Place in category | 109 | 81 | 33 | 80 | 71 | 36 |
% in Category | 15 | 22 | 7 | 17 | 19 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 817.66B | 14.35 | 24.10 | 14.68 | ||
Vanguard 500 Index Admiral | 606.89B | 14.80 | 24.88 | 15.26 | ||
Vanguard Total Stock Market Admiral | 435.01B | 14.33 | 24.07 | 14.66 | ||
Vanguard Total Intl Stock Index Inv | 238.18B | 26.39 | 20.70 | 8.25 | ||
Vanguard Institutional Idx Instl Pl | 195.67B | 14.81 | 24.91 | 15.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 120.72B | 14.09 | 17.33 | 9.93 | ||
Vanguard Wellington Admiral | 103.69B | 12.97 | 16.84 | 10.19 | ||
American Funds American Balanced R6 | 61.16B | 14.37 | 17.71 | 10.26 | ||
Vanguard Balanced Index Adm | 48.25B | 11.53 | 16.38 | 9.67 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.27 | 514.05 | +0.60% | |
NVIDIA | US67066G1040 | 5.20 | 188.32 | +2.82% | |
Apple | US0378331005 | 3.35 | 247.66 | +0.97% | |
Amazon.com | US0231351067 | 3.20 | 220.07 | +1.71% | |
Alphabet A | US02079K3059 | 2.60 | 244.15 | +3.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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