Company | Name | Exchange | Sector | Industry | Market Cap | P/E Ratio | PEG Ratio | Last Trade Price | Day Change (%) | Fair Value | Fair Value Upside | Fair Value Label | Analyst Price Target | Analyst Target Upside | Overall Health |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Total Stock Market | NYSE | Financial | Investment Banking & Investment Services | US$1.64T | 7.4x | US$269.69 | 1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard S&P 500 | NYSE | Financial | Investment Banking & Investment Services | US$1.26T | 6.3x | US$500.33 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
SPDR S&P 500 | NYSE | Financial | Investment Banking & Investment Services | US$548.41B | 4.7x | US$544.44 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
ishares S&P 500 | NYSE | Financial | Investment Banking & Investment Services | US$489.10B | 7.6x | US$547.39 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Invesco QQQ Trust | NASDAQ | Financial | Investment Banking & Investment Services | US$278.15B | 4.5x | US$462.97 | 1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard Growth | NYSE | Financial | Investment Banking & Investment Services | US$231.41B | 5.5x | US$361.72 | 0.9% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Blackstone | NYSE | Financial | Investment Banking & Investment Services | US$173.24B | 54.3x | 0.93 | US$142 | 1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Vanguard Value | NYSE | Financial | Investment Banking & Investment Services | US$171.91B | 19.4x | US$166.91 | 1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Goldman Sachs Group Inc Pc ADR | NYSE | Financial | Investment Banking & Investment Services | US$169.51B | 15.9x | US$23.92 | -1.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Goldman Sachs | NYSE | Financial | Investment Banking & Investment Services | US$169.51B | 15.9x | 0.49 | US$499.03 | 1.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Goldman Sachs Group Inc Pa ADR | NYSE | Financial | Investment Banking & Investment Services | US$169.51B | 15.9x | US$22.93 | -2.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Goldman Sachs Group Inc Pd ADR | NYSE | Financial | Investment Banking & Investment Services | US$169.51B | 15.9x | US$22.75 | -1.8% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Morgan Stanley Pi ADR | NYSE | Financial | Investment Banking & Investment Services | US$168.68B | 17x | US$24.92 | 0.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Morgan Stanley Pf ADR | NYSE | Financial | Investment Banking & Investment Services | US$168.68B | 17x | US$25.22 | 0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Morgan Stanley | NYSE | Financial | Investment Banking & Investment Services | US$168.68B | 17x | 2.47 | US$104.19 | 0.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Morgan Stanley Pa ADR | NYSE | Financial | Investment Banking & Investment Services | US$168.68B | 17x | US$22.51 | 0.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Morgan Stanley Pe ADR | NYSE | Financial | Investment Banking & Investment Services | US$168.68B | 17x | US$25.28 | -0% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Morgan Stanley Pref K | NYSE | Financial | Investment Banking & Investment Services | US$168.68B | US$24.36 | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||||
Vanguard Mid-Cap | NYSE | Financial | Investment Banking & Investment Services | US$164.49B | 9.6x | US$249.09 | 1.2% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard Small-Cap | NYSE | Financial | Investment Banking & Investment Services | US$143.11B | 10.6x | US$232.10 | 1.7% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard FTSE Developed Markets | NYSE | Financial | Investment Banking & Investment Services | US$133.61B | US$50.27 | 1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
BlackRock | NYSE | Financial | Investment Banking & Investment Services | US$126.60B | 21x | 1.17 | US$856.20 | 2.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Citigroup | NYSE | Financial | Investment Banking & Investment Services | US$124.05B | 17.9x | -0.41 | US$65.19 | 1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Charles Schwab | NYSE | Financial | Investment Banking & Investment Services | US$121.67B | 27.7x | -0.86 | US$66.60 | 0.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
iShares Core MSCI EAFE | NYSE | Financial | Investment Banking & Investment Services | US$117.15B | US$73.88 | 1.3% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
iShares Core US Aggregate Bond | NYSE | Financial | Investment Banking & Investment Services | US$111.84B | 33.3x | US$98.32 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
Vanguard Total Bond Market | NASDAQ | Financial | Investment Banking & Investment Services | US$109.65B | US$72.94 | 0.4% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |||
Vanguard FTSE Emerging Markets | NYSE | Financial | Investment Banking & Investment Services | US$106.32B | 12.9x | US$43.72 | 1.1% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | ||
KKR & Co | NYSE | Financial | Investment Banking & Investment Services | US$105.19B | 25.6x | 0.02 | US$118.51 | 1.5% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | |
Vanguard Extended Market | NYSE | Financial | Investment Banking & Investment Services | US$98.63B | 0.5x | US$178.79 | 1.6% | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ | Upgrade to Pro+ |