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.
| 06/16/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADRE | 1153.09 | |||||||||||
| Averages | $643,608.84 | 10.3% | 33.6 | 0.7% | 87% | 77 | 87.6 | 8.4% | ||||
| Fidelity Select IT Services | FBSOX | 744.46 | $54.12 | $40,290.18 | 6.3% | 9.8% | 24.3 | 0.9% | 92% | 93 | 92 | 6.8% |
| Fidelity OTC | FOCPX | 292.13 | $20.99 | $6,131.81 | 1.0% | 10.2% | 33.5 | 0.7% | 85% | 76 | 88 | 8.3% |
| Market Vectors Wide Moat | MOAT | 205.66 | $91.01 | $18,717.03 | 2.9% | 8.4% | 39.1 | 1.2% | 81% | 66 | 75 | 7.3% |
| T. Rowe Price Science & Technology | PRSCX | 280.86 | $50.31 | $14,130.07 | 2.2% | 11.2% | 27.9 | 1.0% | 88% | 77 | 91 | 8.3% |
| PowerShares QQQ (Nasdaq-100) | QQQ | 264.88 | $526.96 | $139,580.11 | 21.7% | 10.4% | 29.5 | 0.7% | 87% | 75 | 88 | 9.1% |
| Vanguard Technology | VGT | 315.88 | $623.29 | $196,884.85 | 30.6% | 10.1% | 37.0 | 0.7% | 84% | 78 | 87 | 8.1% |
| Vanguard Growth | VUG | 544.73 | $418.33 | $227,874.81 | 35.4% | 10.7% | 34.6 | 0.6% | 88% | 75 | 88 | 8.7% |