Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.590 | 3.000 | 0.410 |
Shares | 62.250 | 62.250 | 0.000 |
Bonds | 26.380 | 26.390 | 0.010 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 8.760 | 8.850 | 0.090 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.124 | 18.124 |
Price to Book | 2.576 | 2.576 |
Price to Sales | 1.953 | 1.953 |
Price to Cash Flow | 11.581 | 11.581 |
Dividend Yield | 2.351 | 2.351 |
5 Years Earnings Growth | 10.735 | 10.735 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.810 | 21.810 |
Financial Services | 14.600 | 14.600 |
Healthcare | 11.050 | 11.050 |
Consumer Cyclical | 10.180 | 10.180 |
Industrials | 10.140 | 10.140 |
Real Estate | 7.610 | 7.610 |
Communication Services | 7.170 | 7.170 |
Consumer Defensive | 6.570 | 6.570 |
Basic Materials | 4.260 | 4.260 |
Energy | 4.100 | 4.100 |
Utilities | 2.530 | 2.530 |
Number of long holdings: 10
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab S&P 500 Index Inv | - | 34.81 | - | - | |
iShares MSCI EAFE Intl Idx K | - | 17.67 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 16.66 | - | - | |
VANGUARD EXT MKT INDEX - INST (856) | - | 8.72 | - | - | |
Vanguard Emerging Mkts Stock Idx Instl | - | 6.95 | - | - | |
Schwab Treasury Infl Protected Secs Idx | - | 4.34 | - | - | |
Vanguard Total Intl Bd Idx Investor | - | 4.02 | - | - | |
Vanguard Real Estate Index Institutional | - | 3.36 | - | - | |
Vanguard High-Yield Corporate Adm | - | 2.08 | - | - | |
Vanguard Stable Value | - | 1.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 2.26 | 2.18 | 7.59 | ||
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 |
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