Public Dashboard: Hoard vs Herd
Hoard vs. Herd is our model portfolio demonstration for a fund-based 401(k) seeking to feature superior funds and achieve market-beating returns.
04/29/2024 | ||||||||||||
Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ADRE | 1153.09 | |||||||||||
Averages | $535,998.22 | 11.8% | 28.7 | 0.7% | 86% | 74 | 87.8 | 8.4% | ||||
Fidelity Select IT Services | FBSOX | 744.46 | $58.69 | $43,692.36 | 8.2% | 9.7% | 26.6 | 0.9% | 88% | 90 | 89 | 8.2% |
Fidelity OTC | FOCPX | 292.13 | $20.39 | $5,956.53 | 1.1% | 12.2% | 29.7 | 0.7% | 88% | 72 | 90 | 7.8% |
Market Vectors Wide Moat | MOAT | 205.66 | $86.03 | $17,692.84 | 3.3% | 9.3% | 24.9 | 1.2% | 75% | 67 | 75 | 7.9% |
T. Rowe Price Science & Technology | PRSCX | 280.86 | $45.32 | $12,728.58 | 2.4% | 10.7% | 28.0 | 1.3% | 85% | 71 | 89 | 7.1% |
PowerShares QQQ (Nasdaq-100) | QQQ | 264.88 | $431.00 | $114,162.42 | 21.3% | 12.4% | 27.7 | 0.7% | 89% | 72 | 89 | 8.8% |
Vanguard Technology | VGT | 315.88 | $503.94 | $159,184.57 | 29.7% | 11.3% | 29.2 | 0.8% | 84% | 74 | 86 | 8.1% |
Vanguard Growth | VUG | 544.73 | $335.18 | $182,580.93 | 34.1% | 12.5% | 29.7 | 0.6% | 88% | 73 | 89 | 8.7% |