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.
04/23/2024 | ||||||||||||
Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ADRE | 1153.09 | |||||||||||
Averages | $520,905.59 | 11.7% | 28.6 | 0.8% | 86% | 75 | 87.7 | 9.0% | ||||
Fidelity Select IT Services | FBSOX | 744.46 | $58.27 | $43,379.68 | 8.3% | 9.6% | 26.5 | 0.9% | 88% | 90 | 89 | 8.3% |
Fidelity OTC | FOCPX | 292.13 | $19.70 | $5,754.96 | 1.1% | 12.0% | 29.6 | 0.7% | 88% | 72 | 90 | 8.6% |
Market Vectors Wide Moat | MOAT | 205.66 | $84.98 | $17,476.90 | 3.4% | 9.3% | 24.8 | 1.3% | 75% | 67 | 75 | 8.3% |
T. Rowe Price Science & Technology | PRSCX | 280.86 | $43.89 | $12,326.95 | 2.4% | 10.7% | 27.9 | 1.3% | 85% | 72 | 89 | 8.1% |
PowerShares QQQ (Nasdaq-100) | QQQ | 264.88 | $418.82 | $110,936.20 | 21.3% | 12.3% | 27.6 | 0.7% | 89% | 72 | 89 | 9.5% |
Vanguard Technology | VGT | 315.88 | $486.46 | $153,662.98 | 29.5% | 11.2% | 29.1 | 0.8% | 84% | 75 | 86 | 8.7% |
Vanguard Growth | VUG | 544.73 | $325.61 | $177,367.91 | 34.0% | 12.5% | 29.6 | 0.6% | 88% | 73 | 89 | 9.3% |