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Oppenheimer analysts said in a note Monday that better-than-expected Q1 S&P 500 earnings and the recent pullback in stock prices brought P/E multiples of several key US benchmarks...
The US economy continues to send mixed signals, leading to recent swings in both stock and bond markets. In a recent note, Morgan Stanley strategists indicated that the market is...
By Jonathan Stempel and Koh Gui Qing OMAHA, Nebraska (Reuters) - Warren Buffett, the 93-year-old billionaire chief of Berkshire Hathaway (NYSE:BRKa), mulled his future in telling...
Last week was big for macro and markets.Today’s piece is going to cover: The Fed’s dovish announcement: a sizeable tapering of their Quantitative Tightening...
The latest FOMC meeting caused a S&P 500 rally as Jerome Powell turned more “dovish” than expected. While Powell did note that progress on inflation has been...
Capex: FASB – the Financial Accounting Standards Board – defines “capex” as “the investment required to sustain the economics of a business”....
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1093 | 1093 | 1246 | 1241 | 1732 | 2512 |
Fund Return | 9.33% | 9.33% | 24.56% | 7.47% | 11.61% | 9.65% |
Place in category | 11 | 11 | 17 | 13 | 7 | 10 |
% in Category | 3 | 3 | 5 | 4 | 2 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 101.66B | 6.16 | 5.88 | 8.04 | ||
Vanguard Wellington Admiral | 98.09B | 5.53 | 6.00 | 8.29 | ||
American Funds American Balanced R6 | 50.32B | 6.24 | 6.21 | 8.37 | ||
Vanguard Balanced Index Adm | 44.21B | 5.74 | 4.85 | 8.11 | ||
Fidelity Balanced K | 42.26B | 7.17 | 6.55 | 9.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.22 | 409.00 | +0.58% | |
NVIDIA | US67066G1040 | 3.38 | 912.82 | +2.81% | |
Alphabet C | US02079K1079 | 3.06 | 168.43 | -0.33% | |
Amazon.com | US0231351067 | 2.88 | 186.71 | +0.27% | |
Meta Platforms | US30303M1027 | 2.01 | 457.49 | +1.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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