Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.57 | 2.90 | 0.33 |
Shares | 79.05 | 79.05 | 0.00 |
Bonds | 18.33 | 18.34 | 0.01 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.58 | 17.39 |
Price to Book | 2.47 | 2.66 |
Price to Sales | 1.76 | 1.80 |
Price to Cash Flow | 11.15 | 10.88 |
Dividend Yield | 2.14 | 2.10 |
5 Years Earnings Growth | 11.10 | 11.33 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.14 | 20.55 |
Financial Services | 15.68 | 15.23 |
Industrials | 11.74 | 11.71 |
Healthcare | 11.07 | 12.67 |
Consumer Cyclical | 10.88 | 10.06 |
Communication Services | 7.01 | 7.08 |
Consumer Defensive | 6.07 | 6.74 |
Energy | 4.60 | 5.69 |
Basic Materials | 4.43 | 3.99 |
Real Estate | 2.92 | 4.39 |
Utilities | 2.46 | 2.93 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | - | 48.43 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 31.73 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 13.17 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 5.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 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 | 191.19B | 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