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I hate to hear about investors using “rules” like the 60/40 portfolio (where you devote 60% of your holdings to stocks and the rest to bonds) to invest their...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1053 | 1153 | 1103 | 1460 | 1883 |
Fund Return | 5.3% | 5.3% | 15.28% | 3.33% | 7.87% | 6.53% |
Place in category | 350 | 350 | 359 | 428 | 244 | 222 |
% in Category | 47 | 47 | 49 | 64 | 41 | 46 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 14.89B | 10.54 | 11.45 | 12.93 | ||
BlackRock Equity Dividend Instl | 10.31B | 7.82 | 7.99 | 9.72 | ||
BlackRock International Index Instl | 9.73B | 5.86 | 4.95 | 4.78 | ||
BlackRock International Index Inv A | 9.73B | 5.77 | 4.69 | 4.50 | ||
BlackRock International Index K | 9.73B | 5.85 | 5.01 | 4.82 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 100.58B | 6.16 | 5.88 | 8.04 | ||
Vanguard Wellington Admiral | 98.09B | 5.52 | 5.99 | 8.29 | ||
American Funds American Balanced R6 | 49.68B | 6.24 | 6.21 | 8.37 | ||
Vanguard Balanced Index Adm | 44.21B | 5.74 | 4.85 | 8.11 | ||
Fidelity Balanced | 42.26B | 7.13 | 6.46 | 9.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ishares S&P 500 | US4642872000 | 27.99 | 500.23 | -1.52% | |
Blackrock Total Return Fund Grw | - | 16.54 | - | - | |
iShares Core Total USD Bond Market ETF | - | 9.25 | - | - | |
BlackRock Sustainable Adg Lg Cp Cr K | - | 9.17 | - | - | |
iShares MSCI EAFE Value | US4642888774 | 5.43 | 52.95 | -1.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Strong Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Sell | Buy | Strong Buy |
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