
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.130 | 24.280 | 22.150 |
Shares | 39.500 | 39.500 | 0.000 |
Bonds | 45.220 | 45.220 | 0.000 |
Convertible | 0.110 | 0.110 | 0.000 |
Other | 13.040 | 13.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.104 | 17.691 |
Price to Book | 2.538 | 2.543 |
Price to Sales | 2.254 | 2.167 |
Price to Cash Flow | 11.290 | 11.055 |
Dividend Yield | 2.183 | 2.241 |
5 Years Earnings Growth | 9.054 | 10.300 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.190 | 21.677 |
Technology | 17.350 | 16.573 |
Industrials | 15.870 | 12.873 |
Consumer Cyclical | 8.870 | 8.390 |
Basic Materials | 8.170 | 6.345 |
Communication Services | 8.110 | 8.116 |
Healthcare | 5.840 | 7.738 |
Energy | 4.980 | 5.424 |
Consumer Defensive | 4.480 | 6.514 |
Utilities | 1.480 | 2.759 |
Real Estate | 0.650 | 3.591 |
Number of long holdings: 29
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Canadian Bond Multi-Ass Base O | - | 15.24 | - | - | |
Fid Glbl Infl Lnkd Bd Idx H MA Base O | - | 11.74 | - | - | |
Fid Glb Dev Mkts Svrg Bd Idx H MA Base O | - | 9.92 | - | - | |
Can Rr Bnd Ma Base - O | - | 8.66 | - | - | |
Fidelity Emerging Mkts Portfolio Sr O | - | 7.08 | - | - | |
Fidelity Canadian Short-Term Bond Sr A | - | 6.38 | - | - | |
Fidelity International Eq MA Bs O | - | 5.77 | - | - | |
Fidelity Canadian Disciplined Eq Sr O | - | 3.88 | - | - | |
Insights Investment Tr - O | - | 3.49 | - | - | |
Fidelity International Growth Invest Tr | - | 3.33 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 19.97B | 8.09 | 13.96 | 7.62 | ||
Fidelity Global Balanced Portf F8 | 19.97B | 8.08 | 13.95 | 7.62 | ||
Fidelity Global Balanced Portf F | 19.97B | 8.09 | 13.97 | 7.63 | ||
Fidelity Global Balanced Portfol B | 19.97B | 7.28 | 12.68 | 6.42 | ||
Fidelity Monthly Income Series F | 7.04B | 9.45 | 10.00 | 6.56 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review