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.
| 09/16/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADRE | 1153.09 | |||||||||||
| Averages | $728,793.17 | 10.5% | 34.1 | 0.7% | 79% | 77 | 86.4 | 6.9% | ||||
| Fidelity Select IT Services | FBSOX | 744.46 | $52.40 | $39,009.70 | 5.4% | 9.9% | 24.4 | 0.9% | 81% | 93 | 91 | 7.9% |
| Fidelity OTC | FOCPX | 292.13 | $23.67 | $6,914.72 | 0.9% | 10.6% | 33.6 | 0.7% | 79% | 76 | 87 | 6.9% |
| Market Vectors Wide Moat | MOAT | 205.66 | $97.51 | $20,053.81 | 2.8% | 8.4% | 38.1 | 1.2% | 70% | 66 | 73 | 6.7% |
| T. Rowe Price Science & Technology | PRSCX | 280.86 | $61.10 | $17,160.55 | 2.4% | 11.7% | 28.7 | 1.0% | 75% | 76 | 89 | 8.0% |
| PowerShares QQQ (Nasdaq-100) | QQQ | 264.88 | $591.68 | $156,723.02 | 21.5% | 10.7% | 30.1 | 0.6% | 83% | 75 | 87 | 7.3% |
| Vanguard Technology | VGT | 315.88 | $726.63 | $229,527.88 | 31.5% | 10.4% | 37.2 | 0.7% | 75% | 78 | 85 | 6.3% |
| Vanguard Growth | VUG | 544.73 | $476.21 | $259,403.49 | 35.6% | 10.8% | 35.2 | 0.6% | 82% | 75 | 87 | 7.0% |