Investing - Theory, News & General • Re: How Do You Like My New 'Doo

Morningstar Stock Stylebox

24 25 12
08 08 04
08 07 03

Morningstar Bond Stylebox

08 59 11
04 15 02
01 00 00

US Stocks 47.89%
International Stocks 16.87%
Bonds 32.59%
Cash 1.38%
Other 1.26%

Top 10 Holdings Investment Performance 2024
Fidelity Total Stock Market Index 23.88%
Fidelity Inflation Protected Bond Index 2.01%
American Century Diversified Bond Y Shares 1.54%
Fidelity International Index 3.71%
Vanguard Small Cap Value ETF 0.00%
Fidelity Freedom Index 2025 Fund 8.50%
American Century Global Bond Y 2.33%
iShares Core S&P Small Cap ETF 0.00%
Microsoft Corp 12.91%
Fidelity U.S. Bond Index 1.34%

Top 10 Stocks Individually Held
Microsoft Corp 12.91%
JP Morgan Chase & Co 43.63%
Applied Materials Inc 1.28%
ExxonMobil Corp 11.43%
Weyerhaeuser Company (16.34%)
Johnson & Johnson (4.60%)
The Walt Disney Company 24.38%
U.S. Bancorp 15.09%
Boeing Company (32.10%)
Berkshire Hathaway Inc Class B 27.09%

Statistics: Posted by nedsaid — Wed Jan 01, 2025 11:29 am

---