
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.000 | 8.790 | 5.790 |
Shares | 76.140 | 77.180 | 1.040 |
Bonds | 15.010 | 15.010 | 0.000 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 5.790 | 5.800 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.821 | - |
Price to Book | 2.462 | - |
Price to Sales | 2.150 | - |
Price to Cash Flow | 11.109 | - |
Dividend Yield | 2.162 | - |
5 Years Earnings Growth | 9.604 | - |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.780 | - |
Technology | 18.360 | - |
Industrials | 14.640 | - |
Consumer Cyclical | 9.940 | - |
Communication Services | 8.000 | - |
Basic Materials | 7.240 | - |
Healthcare | 7.020 | - |
Energy | 5.060 | - |
Consumer Defensive | 4.500 | - |
Utilities | 1.750 | - |
Real Estate | 0.690 | - |
Number of long holdings: 27
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Emerging Mkts Portfolio Sr O | - | 11.73 | - | - | |
Fidelity International Eq MA Bs O | - | 10.52 | - | - | |
Fidelity Canadian Disciplined Eq Sr O | - | 8.74 | - | - | |
Insights Investment Tr - O | - | 7.89 | - | - | |
Fidelity Canadian Bond Multi-Ass Base O | - | 6.64 | - | - | |
Fidelity Internat Value Multi-Ass Base O | - | 6.09 | - | - | |
Fidelity International Growth Invest Tr | - | 6.04 | - | - | |
Fidelity Blue Chip Grth Multi Ass Base O | - | 5.73 | - | - | |
Fidelity American Disciplined Eq Sr A | - | 5.31 | - | - | |
Fidelity True North Series O | - | 5.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 Global Balanced Portf F5 | 18.53B | 1.79 | 10.77 | 6.91 | ||
Fidelity Monthly Income Sr F8 | 6.85B | 4.82 | 7.56 | 5.94 |
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