Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.780 | 2.200 | 0.420 |
Stocks | 74.110 | 74.110 | 0.000 |
Bonds | 24.050 | 24.060 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.564 | 17.847 |
Price to Book | 2.467 | 2.617 |
Price to Sales | 1.756 | 1.842 |
Price to Cash Flow | 11.137 | 11.145 |
Dividend Yield | 2.145 | 2.186 |
5 Years Earnings Growth | 11.098 | 10.890 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.100 | 21.513 |
Financial Services | 15.690 | 15.362 |
Industrials | 11.760 | 11.394 |
Healthcare | 11.060 | 11.819 |
Consumer Cyclical | 10.880 | 10.887 |
Communication Services | 7.010 | 6.563 |
Consumer Defensive | 6.080 | 6.788 |
Energy | 4.600 | 4.961 |
Basic Materials | 4.440 | 4.047 |
Real Estate | 2.920 | 3.878 |
Utilities | 2.460 | 2.788 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Sel | - | 45.23 | - | - | |
Vanguard Total Intl Stock Idx Instl Sel | - | 29.93 | - | - | |
Vanguard Total Bond Market II Idx I | - | 17.34 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 7.44 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NV Vanguard 529 College Savings Plp | 2.5B | 6.00 | 7.92 | 12.23 | ||
NY New Yorks 529 Program Direct Mog | 2.21B | 0.63 | 0.53 | 5.57 | ||
NY New Yorks 529 Program Direct Cog | 2.08B | -0.96 | -1.31 | 3.41 | ||
NV Vanguard 529 College Savings Psm | 1.81B | 5.12 | 6.12 | 11.63 | ||
NY New Yorks 529 Program Direct Gro | 1.57B | 6.21 | 6.84 | 14.46 |
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