Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.32 | 5.50 | 4.18 |
Shares | 79.39 | 79.39 | 0.00 |
Bonds | 19.22 | 19.24 | 0.02 |
Convertible | 0.01 | 0.01 | 0.00 |
Other | 0.05 | 0.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.90 | 17.37 |
Price to Book | 2.48 | 2.71 |
Price to Sales | 1.81 | 1.87 |
Price to Cash Flow | 11.22 | 11.10 |
Dividend Yield | 2.18 | 2.08 |
5 Years Earnings Growth | 11.35 | 11.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.81 | 20.89 |
Financial Services | 15.95 | 15.42 |
Industrials | 11.32 | 11.55 |
Healthcare | 10.88 | 12.41 |
Consumer Cyclical | 10.69 | 9.86 |
Communication Services | 7.19 | 7.18 |
Consumer Defensive | 6.00 | 6.78 |
Basic Materials | 4.29 | 3.89 |
Energy | 4.01 | 5.59 |
Real Estate | 3.05 | 4.44 |
Utilities | 2.81 | 3.12 |
Number of long holdings: 6
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | - | 48.56 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 31.50 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 13.32 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 5.87 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
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