Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.62 | 12.10 | 8.48 |
Shares | 44.54 | 44.54 | 0.00 |
Bonds | 51.42 | 51.49 | 0.07 |
Convertible | 0.42 | 0.42 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.21 | 17.61 |
Price to Book | 2.46 | 2.47 |
Price to Sales | 1.89 | 1.77 |
Price to Cash Flow | 10.38 | 10.17 |
Dividend Yield | 1.88 | 2.24 |
5 Years Earnings Growth | 13.94 | 11.11 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.44 | 20.21 |
Financial Services | 15.02 | 15.16 |
Consumer Cyclical | 12.32 | 10.54 |
Healthcare | 11.52 | 12.57 |
Industrials | 10.66 | 11.19 |
Communication Services | 8.31 | 6.70 |
Consumer Defensive | 6.32 | 6.76 |
Basic Materials | 4.67 | 4.34 |
Real Estate | 3.64 | 4.68 |
Energy | 3.52 | 4.70 |
Utilities | 2.59 | 3.16 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 30.02 | - | - | |
Vanguard Total Stock Market Idx I | - | 26.87 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 18.38 | - | - | |
Vanguard Total Intl Bd II Idx Admiral | - | 13.50 | - | - | |
Vanguard Shrt-Term Infl-Prot Sec Idx Adm | - | 9.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 158.82B | 4.51 | -1.39 | 1.80 | ||
Vanguard Total Bond Market II Idx I | 148.73B | 4.46 | -1.46 | 1.73 | ||
US9229065084 | 119.33B | 4.02 | 3.56 | 1.72 | ||
Vanguard Target Retire Trust Plus35 | 113.33B | 13.60 | 5.16 | 8.04 | ||
The Vanguard Target Retire 2035 Tr1 | 113.33B | 13.59 | 5.15 | 8.03 |
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