Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.03 | 7.61 | 6.58 |
Shares | 67.81 | 67.81 | 0.00 |
Bonds | 31.09 | 31.12 | 0.03 |
Convertible | 0.02 | 0.02 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.90 | 17.25 |
Price to Book | 2.48 | 2.63 |
Price to Sales | 1.81 | 1.88 |
Price to Cash Flow | 11.22 | 11.13 |
Dividend Yield | 2.18 | 2.09 |
5 Years Earnings Growth | 11.35 | 11.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.82 | 22.15 |
Financial Services | 15.95 | 15.30 |
Industrials | 11.32 | 11.33 |
Healthcare | 10.88 | 12.30 |
Consumer Cyclical | 10.69 | 10.59 |
Communication Services | 7.19 | 6.90 |
Consumer Defensive | 6.00 | 6.17 |
Basic Materials | 4.29 | 4.17 |
Energy | 4.01 | 4.35 |
Real Estate | 3.04 | 4.05 |
Utilities | 2.81 | 2.69 |
Number of long holdings: 5
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 41.50 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 26.89 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 21.75 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 9.27 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 158.16B | 1.95 | -2.20 | 1.45 | ||
Vanguard Total Bond Market II Idx I | 147.14B | 1.89 | -2.27 | 1.38 | ||
US9229065084 | 119.73B | 4.44 | 3.70 | 1.76 | ||
Vanguard Target Retire Trust Plus35 | 113.17B | 11.08 | 3.13 | 7.61 | ||
The Vanguard Target Retire 2035 Tr1 | 113.17B | 11.06 | 3.12 | 7.60 |
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