
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.750 | 15.980 | 13.230 |
Shares | 59.380 | 60.320 | 0.940 |
Bonds | 28.720 | 28.720 | 0.000 |
Convertible | 0.070 | 0.070 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 9.050 | 9.060 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.738 | 17.123 |
Price to Book | 2.442 | 2.513 |
Price to Sales | 2.137 | 2.159 |
Price to Cash Flow | 11.077 | 10.983 |
Dividend Yield | 2.180 | 2.277 |
5 Years Earnings Growth | 9.592 | 10.231 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.830 | 21.638 |
Technology | 18.240 | 17.335 |
Industrials | 14.870 | 12.114 |
Consumer Cyclical | 9.960 | 8.934 |
Communication Services | 7.910 | 7.034 |
Basic Materials | 7.320 | 5.804 |
Healthcare | 7.040 | 8.055 |
Energy | 4.960 | 5.835 |
Consumer Defensive | 4.490 | 6.330 |
Utilities | 1.710 | 2.808 |
Real Estate | 0.680 | 4.116 |
Number of long holdings: 28
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Canadian Bond Multi-Ass Base O | - | 13.39 | - | - | |
Fidelity Emerging Mkts Portfolio Sr O | - | 9.48 | - | - | |
Fidelity International Eq MA Bs O | - | 8.53 | - | - | |
Fid Glb Dev Mkts Svrg Bd Idx H MA Base O | - | 6.77 | - | - | |
Fidelity Canadian Disciplined Eq Sr O | - | 6.64 | - | - | |
Insights Investment Tr - O | - | 5.91 | - | - | |
Fid Glbl Infl Lnkd Bd Idx H MA Base O | - | 5.80 | - | - | |
Fidelity Internat Value Multi-Ass Base O | - | 4.94 | - | - | |
Fidelity International Growth Invest Tr | - | 4.92 | - | - | |
Can Rr Bnd Ma Base - O | - | 4.61 | - | - |
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 | 17.9B | 1.32 | 9.52 | 5.72 | ||
Fidelity Monthly Income Series F | 6.85B | 4.82 | 7.55 | 5.93 |
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