머니스토리

Voya Index Solution 2025 Portfolio - Service Class: 1540 Overview Objective: targeted at retirement around 2025. Primary Investments: 80% in passively managed index funds (U.S. stocks, international stocks, U.S. bonds, and other fixed-income instruments). Key Portfolio Metrics (as of 08-31-23) Asset Allocation: Sector Allocation: Risk Profile Volatility: Moderate (3-Year SD: 11.60) Beta (vs. S&P..

American Funds® Washington Mutual FundSM - Class R-3: 482 Overview Objective: Income generation and growth of principal through common stock investing. Primary Investments: Common stocks with strong earnings and dividend records. Category: Large Blend Key Portfolio Metrics (as of 09-30-23) Asset Allocation: Market Cap Focus: Top Holdings: Broadcom, Microsoft, UnitedHealth Group, etc. Sector Allo..

Investment Objective & Strategy Goal: Long-term capital growth. Method: Primarily in large-cap growth stocks. Key Portfolio Metrics (as of 09-30-23) Asset Allocation: U.S. Stocks (98.4%) Market Capitalization Breakdown: Top Holdings: Microsoft, Apple, Amazon, NVIDIA, Meta Platforms. Sector Focus: Technology-heavy (43.47%) Risk Profile Volatility: High (3yr SD: 20.40) Beta (vs. S&P 500): 1.14 Sui..

PayPal (PYPL) Business Overview PayPal Holdings, Inc. is a leading technology platform enabling digital payments and commerce experiences globally. It operates a two-sided network connecting merchants and consumers across over 200 markets, with notable brands like PayPal, Venmo, and Xoom. Financial Highlights Market Capitalization: $64.527 Billion Revenue Growth: 8% increase to $21.75B in the la..

Industry Trends E-commerce Growth Projections: Rapid growth expected due to increased online shopping trends. Market Dynamics: Shift towards omnichannel retailing and increased mobile commerce. FinTech Innovation Trends: Advancements in digital payments, blockchain, and AI in finance. Regulatory Landscape: Increasing focus on data security and privacy laws. Green Energy Market Drivers: Governmen..

Alphabet Inc. (GOOGL) Business Overview Alphabet Inc., the parent company of Google, operates in various segments including Google Services (ads, Android, Chrome, hardware, Google Maps, Google Play, Search, YouTube), Google Cloud, and Other Bets (health technology, Internet services). It is a leader in online advertising, search engine technology, cloud computing, and AI. Financial Highlights Ma..

The selected industries and companies are poised for steady growth and are less susceptible to short-term market fluctuations, making them suitable for long-term investment. The ETFs provide diversified exposure to these sectors with relatively low fees, enhancing the portfolio's stability and growth potential. Industries • Renewable Energy Outlook: Expected to grow significantly due to global s..

1. Long-Term Investment (10+ years) Focus: Stability, Consistent Growth, and Industry Longevity Potential annual return: 6% or more. - Industries: Renewable Energy, Healthcare, Technology (Cloud Computing, AI), Consumer Staples - ETFs: Vanguard Total Stock Market ETF (VTI), iShares Global Clean Energy ETF (ICLN) - Companies: Alphabet Inc. (GOOGL), Johnson & Johnson (JNJ), Microsoft (MSFT) Reason..