Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.76 | 3.38 | 0.62 |
Stocks | 59.20 | 59.20 | 0.00 |
Bonds | 37.98 | 38.00 | 0.02 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.53 | 18.21 |
Price to Book | 2.46 | 3.08 |
Price to Sales | 1.75 | 2.07 |
Price to Cash Flow | 11.11 | 11.96 |
Dividend Yield | 2.15 | 2.00 |
5 Years Earnings Growth | 11.09 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.03 | 22.93 |
Financial Services | 15.72 | 14.97 |
Industrials | 11.78 | 10.85 |
Healthcare | 11.05 | 13.35 |
Consumer Cyclical | 10.88 | 10.09 |
Communication Services | 6.99 | 7.20 |
Consumer Defensive | 6.08 | 6.31 |
Energy | 4.61 | 5.46 |
Basic Materials | 4.46 | 3.52 |
Real Estate | 2.92 | 3.56 |
Utilities | 2.47 | 3.04 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | - | 35.86 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 27.45 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 24.18 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 11.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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