VANGUARD BALANCED INDEX FUND (VBIAX)

Limit holdings to companies in a single sector.

$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%

Market Cap

P/E Ratio

Total Investment

Weight

NVIDIA Corp

NVDA - Manufacturing

Market Cap $7.23T

P/E Ratio 28.8

Dividends 0.2%

Total Investment $2.48B

Weight 3.90%

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Apple Inc

AAPL - Manufacturing

Market Cap $91.47T

P/E Ratio 38.4

Dividends 0.3%

Total Investment $2.29B

Weight 3.60%

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Microsoft Corporation

MSFT - Information

Market Cap $24.7T

P/E Ratio 29.7

Dividends 0.7%

Total Investment $1.5B

Weight 2.35%

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Amazon.com Inc.

AMZN - Retail Trade

Market Cap $3.76T

P/E Ratio 20.8

Dividends 0.0%

Total Investment $1.25B

Weight 1.96%

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Alphabet Inc - Ordinary Shares - Class C

GOOG - Information

Market Cap $5.39T

P/E Ratio 17.3

Dividends 0.2%

Total Investment $1.13B

Weight 1.78%

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Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A

AVGOP - Manufacturing

Market Cap $1.72T

P/E Ratio 44.9

Dividends 0.7%

Total Investment $965.81M

Weight 1.52%

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Alphabet Inc - Ordinary Shares - Class C

GOOG - Information

Market Cap $5.39T

P/E Ratio 17.3

Dividends 0.2%

Total Investment $890.88M

Weight 1.40%

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Micron Technology Inc.

MU - Manufacturing

Market Cap $1.55T

P/E Ratio 13.7

Dividends 0.1%

Total Investment $703.01M

Weight 1.10%

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Meta Platforms Inc - Ordinary Shares - Class A

META - Information

Market Cap $2.5T

P/E Ratio 26.7

Dividends 0.3%

Total Investment $668.07M

Weight 1.05%

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Tesla Inc

TSLA - Manufacturing

Market Cap $1.6T

P/E Ratio 324.3

Dividends 0.0%

Total Investment $639.8M

Weight 1.00%

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Lilly(Eli) & Co

LLY - Manufacturing

Market Cap $1.45T

P/E Ratio 39.5

Dividends 0.6%

Total Investment $549.5M

Weight 0.86%

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Advanced Micro Devices Inc.

AMD - Manufacturing

Market Cap $1531.9T

P/E Ratio 154.3

Dividends 0.0%

Total Investment $511.6M

Weight 0.80%

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Berkshire Hathaway Inc. - Ordinary Shares - Class A

BRK.A - Management of Companies and Enterprises

Market Cap $1.55T

P/E Ratio 13.0

Dividends 0.0%

Total Investment $439.61M

Weight 0.69%

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Berkshire Hathaway Inc. - Ordinary Shares - Class A

BRK.A - Management of Companies and Enterprises

Market Cap $1.55T

P/E Ratio

Dividends

Total Investment $439.61M

Weight 0.69%

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JPMorgan Chase & Co.

JPM - Financial Services

Market Cap $1.18T

P/E Ratio 14.3

Dividends 1.8%

Total Investment $435.85M

Weight 0.68%

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Johnson & Johnson

JNJ - Manufacturing

Market Cap $825.47B

P/E Ratio 30.2

Dividends 2.0%

Total Investment $330.99M

Weight 0.52%

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Applied Materials Inc.

AMAT - Manufacturing

Market Cap $1.29T

P/E Ratio 43.4

Dividends 0.4%

Total Investment $310.01M

Weight 0.49%

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Visa Inc - Ordinary Shares - Class A

V - Information

Market Cap $1138.89T

P/E Ratio 32.7

Dividends 0.7%

Total Investment $307.21M

Weight 0.48%

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Exxon Mobil Corp.

XOM - Energy

Market Cap $12.85T

P/E Ratio 21.7

Dividends 2.4%

Total Investment $305.9M

Weight 0.48%

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Intel Corp.

INTC - Manufacturing

Market Cap $1.51T

P/E Ratio -49.6

Dividends 0.0%

Total Investment $303.25M

Weight 0.48%

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Manufacturing	30.2%
Information	11.4%
Finance and Insurance	7.7%
Retail Trade	4.5%
Utilities	1.8%
Financial Services	1.5%
Transportation and Warehousing	1.4%
Professional, Scientific, and Technical Services	1.1%
Mining, Quarrying, and Oil and Gas Extraction	0.9%
Management of Companies and Enterprises	0.9%
Industrials	0.6%
Administrative and Support and Waste Management and Remediation Services	0.6%
Energy	0.5%
Wholesale Trade	0.5%
Construction	0.5%
Accommodation and Food Services	0.4%
Real Estate and Rental and Leasing	0.3%
Health Care and Social Assistance	0.3%
Finance	0.2%
Basic Materials	0.2%
Healthcare	0.1%
Technology	0.1%
Arts, Entertainment, and Recreation	0.1%
Public Administration	0.0%
Other Services (except Public Administration)	0.0%
Communication Services	0.0%
Educational Services	0.0%
Communications	0.0%
Health Technology	0.0%
Real Estate	0.0%
Industrial Services	0.0%
Consumer Defensive	0.0%
Consumer Services	0.0%
Agriculture, Forestry, Fishing and Hunting	0.0%
Transportation	0.0%
Energy Minerals	0.0%
Consumer Cyclical	0.0%
Other	34.2%

United States	60.2%
Other	38.3%
Ireland	0.7%
United Kingdom	0.3%
Singapore	0.2%
Switzerland	0.2%
Bermuda	0.1%
Cayman Islands	0.1%
Canada	0.1%
Australia	0.0%
Netherlands	0.0%
Puerto Rico	0.0%

Key Metrics

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Historical Return

Risk & Analysis Metrics

Volatility

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Sharpe Ratio

Distributions

Profit Margin Distribution

P/E Ratio Distribution

Discounted Cash Flow

Market Cap Size Distribution

Portfolio Concentration

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