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Stock Story - What Happened: Shares of streaming TV platform Roku (NASDAQ: NASDAQ:ROKU) jumped 6.3% in the morning session after Seaport Research Partners upgraded...
(Reuters) - Wall Street's main indexes opened higher on Monday as Tesla (NASDAQ:TSLA) and Apple (NASDAQ:AAPL) led gains in megacap companies, while investors exercised caution...
Quiver Quantitative - The enduring pullback in dining out spending, particularly among budget-conscious consumers, is setting the stage for a challenging quarter for McDonald's...
Markets continue their downward momentum despite positive results from the first four Magnificent 7 reports Focus remains on big tech this week with all eyes on Amazon (AMZN)...
There wasn't a whole pile of buying volume to go with gains, but the Nasdaq, S&P 500, and Russell 2000 (IWM) all did their bit to keep the nascent bounce going.It has the look...
Stocks rebounded last week with major US indexes closing in the green. But is this a sign of a turnaround, or a temporary blip before potential headwinds? A sharp drop in bullish...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1072 | 1213 | 1210 | 1741 | 2517 |
Fund Return | 7.17% | 7.17% | 21.25% | 6.55% | 11.73% | 9.67% |
Place in category | 92 | 92 | 41 | 32 | 4 | 9 |
% in Category | 12 | 12 | 9 | 7 | 1 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 101.73B | 6.16 | 5.88 | 8.04 | ||
Vanguard Wellington Admiral | 98.09B | 5.52 | 5.99 | 8.29 | ||
American Funds American Balanced R6 | 50.27B | 6.24 | 6.21 | 8.37 | ||
Vanguard Balanced Index Adm | 44.21B | 5.74 | 4.85 | 8.11 | ||
Fidelity Balanced | 42.26B | 7.13 | 6.46 | 9.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.37 | 400.74 | -1.37% | |
Apple | US0378331005 | 3.42 | 174.44 | +3.04% | |
NVIDIA | US67066G1040 | 2.70 | 873.79 | -0.41% | |
Amazon.com | US0231351067 | 2.70 | 180.34 | +0.40% | |
Meta Platforms | US30303M1027 | 1.70 | 430.89 | -2.80% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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