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.
| 08/02/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADRE | 1153.09 | |||||||||||
| Averages | $683,092.98 | 10.6% | 33.9 | 0.7% | 79% | 77 | 86.6 | 8.3% | ||||
| Fidelity Select IT Services | FBSOX | 744.46 | $52.31 | $38,942.70 | 5.7% | 9.9% | 24.4 | 0.9% | 81% | 93 | 91 | 7.8% |
| Fidelity OTC | FOCPX | 292.13 | $22.78 | $6,654.72 | 1.0% | 10.6% | 33.1 | 0.7% | 79% | 77 | 87 | 8.0% |
| Market Vectors Wide Moat | MOAT | 205.66 | $95.85 | $19,712.42 | 2.9% | 8.4% | 37.2 | 1.2% | 70% | 67 | 73 | 7.4% |
| T. Rowe Price Science & Technology | PRSCX | 280.86 | $55.61 | $15,618.62 | 2.3% | 11.8% | 28.5 | 1.0% | 76% | 78 | 90 | 8.5% |
| PowerShares QQQ (Nasdaq-100) | QQQ | 264.88 | $553.88 | $146,710.63 | 21.5% | 10.6% | 29.8 | 0.7% | 82% | 76 | 88 | 8.9% |
| Vanguard Technology | VGT | 315.88 | $674.40 | $213,029.47 | 31.2% | 10.5% | 37.4 | 0.7% | 76% | 78 | 85 | 7.8% |
| Vanguard Growth | VUG | 544.73 | $445.04 | $242,424.41 | 35.5% | 10.9% | 35.0 | 0.6% | 82% | 75 | 87 | 8.4% |