Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.85 | 3.93 | 2.08 |
Stocks | 88.53 | 88.53 | 0.00 |
Bonds | 9.56 | 9.56 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.57 | 17.73 |
Price to Book | 2.47 | 2.69 |
Price to Sales | 1.76 | 1.87 |
Price to Cash Flow | 11.15 | 11.28 |
Dividend Yield | 2.16 | 2.00 |
5 Years Earnings Growth | 11.05 | 11.80 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.20 | 22.53 |
Financial Services | 15.57 | 14.97 |
Industrials | 11.69 | 11.45 |
Healthcare | 11.17 | 12.77 |
Consumer Cyclical | 11.11 | 11.09 |
Communication Services | 7.00 | 6.66 |
Consumer Defensive | 6.15 | 6.12 |
Energy | 4.43 | 4.38 |
Basic Materials | 4.34 | 4.29 |
Real Estate | 2.92 | 3.44 |
Utilities | 2.42 | 2.31 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 53.82 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 35.80 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 6.71 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 2.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 145.08B | -0.80 | -2.42 | 1.48 | ||
Vanguard Total Bond Market II Idx I | 138.79B | -0.82 | -2.49 | 1.41 | ||
US9229065084 | 116.54B | 1.32 | 2.65 | 1.46 | ||
Vanguard Target Retire Trust Plus35 | 105.02B | 5.19 | 4.12 | 7.53 | ||
The Vanguard Target Retire 2035 Tr1 | 105.02B | 5.19 | 4.11 | 7.52 |
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