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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.560 | 29.080 | 27.520 |
Shares | 33.650 | 33.650 | 0.000 |
Bonds | 53.880 | 53.880 | 0.000 |
Convertible | 0.160 | 0.160 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 10.740 | 10.750 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.116 | 16.678 |
Price to Book | 2.329 | 2.433 |
Price to Sales | 1.958 | 2.071 |
Price to Cash Flow | 11.345 | 10.973 |
Dividend Yield | 2.226 | 2.275 |
5 Years Earnings Growth | 11.108 | 11.164 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.880 | 20.846 |
Technology | 18.370 | 16.975 |
Industrials | 14.740 | 12.307 |
Consumer Cyclical | 10.040 | 8.953 |
Healthcare | 7.870 | 8.615 |
Basic Materials | 7.620 | 6.045 |
Communication Services | 7.100 | 7.624 |
Energy | 5.100 | 5.581 |
Consumer Defensive | 4.850 | 6.613 |
Utilities | 1.550 | 3.017 |
Real Estate | 0.890 | 3.425 |
Number of long holdings: 30
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fid Glbl Infl Lnkd Bd Idx H MA Base O | - | 16.78 | - | - | |
Fidelity Canadian Bond Multi-Ass Base O | - | 16.74 | - | - | |
Fid Glb Dev Mkts Svrg Bd Idx H MA Base O | - | 9.63 | - | - | |
Fidelity Canadian Short-Term Bond Sr A | - | 9.22 | - | - | |
Can Rr Bnd Ma Base - O | - | 8.68 | - | - | |
Fidelity Emerging Mkts Portfolio Sr O | - | 5.95 | - | - | |
Fidelity International Eq MA Bs O | - | 4.92 | - | - | |
Fidelity Canadian Disciplined Eq Sr O | - | 3.11 | - | - | |
Insights Investment Tr - O | - | 3.05 | - | - | |
Fidelity International Growth Invest Tr | - | 2.83 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 219.85M | -1.28 | 9.27 | 6.84 | ||
Fidelity Global Balanced Portf F8 | 46.62M | -1.28 | 9.26 | 6.84 | ||
Fidelity Global Balanced Portf F | 5.52B | -1.28 | 9.27 | 6.85 | ||
Fidelity Global Balanced Portfol B | 11.96B | -1.65 | 8.04 | 5.64 | ||
Fidelity Monthly Income Series F | 1.52B | 2.93 | 6.77 | 5.80 |
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