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.
| 10/31/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADRE | 1153.09 | |||||||||||
| Averages | $771,395.79 | 10.7% | 35.9 | 0.7% | 73% | 73 | 85.6 | 6.2% | ||||
| Fidelity Select IT Services | FBSOX | 744.46 | $51.54 | $38,369.47 | 5.0% | 9.8% | 23.1 | 0.9% | 69% | 89 | 90 | 8.2% |
| Fidelity OTC | FOCPX | 292.13 | $24.99 | $7,300.33 | 0.9% | 10.6% | 31.3 | 0.7% | 72% | 78 | 87 | 6.1% |
| Market Vectors Wide Moat | MOAT | 205.66 | $101.07 | $20,785.96 | 2.7% | 8.4% | 34.2 | 1.2% | 65% | 61 | 70 | 6.1% |
| T. Rowe Price Science & Technology | PRSCX | 280.86 | $67.29 | $18,899.07 | 2.4% | 11.8% | 26.3 | 1.1% | 68% | 78 | 89 | 6.8% |
| PowerShares QQQ (Nasdaq-100) | QQQ | 264.88 | $626.05 | $165,826.87 | 21.5% | 10.7% | 28.9 | 0.6% | 77% | 70 | 86 | 6.6% |
| Vanguard Technology | VGT | 315.88 | $790.95 | $249,845.29 | 32.4% | 10.7% | 47.0 | 0.7% | 68% | 77 | 85 | 5.4% |
| Vanguard Growth | VUG | 544.73 | $496.34 | $270,368.81 | 35.0% | 11.0% | 32.6 | 0.6% | 77% | 69 | 86 | 6.4% |