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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.590 | 24.830 | 22.240 |
Shares | 39.820 | 40.680 | 0.860 |
Bonds | 45.620 | 45.620 | 0.000 |
Convertible | 0.110 | 0.110 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 11.830 | 11.840 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.548 | 16.785 |
Price to Book | 2.394 | 2.443 |
Price to Sales | 2.106 | 2.119 |
Price to Cash Flow | 11.000 | 10.796 |
Dividend Yield | 2.223 | 2.285 |
5 Years Earnings Growth | 9.561 | 10.548 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.960 | 21.312 |
Technology | 17.930 | 16.700 |
Industrials | 15.400 | 12.704 |
Consumer Cyclical | 9.990 | 8.935 |
Communication Services | 7.700 | 7.790 |
Basic Materials | 7.490 | 6.046 |
Healthcare | 7.060 | 8.317 |
Energy | 4.750 | 5.385 |
Consumer Defensive | 4.480 | 6.474 |
Utilities | 1.600 | 3.009 |
Real Estate | 0.640 | 3.331 |
Number of long holdings: 29
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Canadian Bond Multi-Ass Base O | - | 15.54 | - | - | |
Fid Glbl Infl Lnkd Bd Idx H MA Base O | - | 12.82 | - | - | |
Can Rr Bnd Ma Base - O | - | 8.98 | - | - | |
Fid Glb Dev Mkts Svrg Bd Idx H MA Base O | - | 8.94 | - | - | |
Fidelity Emerging Mkts Portfolio Sr O | - | 6.86 | - | - | |
Fidelity Canadian Short-Term Bond Sr A | - | 6.39 | - | - | |
Fidelity International Eq MA Bs O | - | 6.24 | - | - | |
Fidelity Canadian Disciplined Eq Sr O | - | 4.25 | - | - | |
Fidelity Internat Value Multi-Ass Base O | - | 3.61 | - | - | |
Fidelity International Growth Invest Tr | - | 3.59 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 18.53B | 1.79 | 10.77 | 6.91 | ||
Fidelity Global Balanced Portf F8 | 18.53B | 1.79 | 10.76 | 6.91 | ||
Fidelity Global Balanced Portf F | 18.53B | 1.79 | 10.77 | 6.92 | ||
Fidelity Global Balanced Portfol B | 18.53B | 1.32 | 9.52 | 5.72 | ||
Fidelity Monthly Income Series F | 6.85B | 4.82 | 7.55 | 5.93 |
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