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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.000 | 12.930 | 9.930 |
Shares | 71.660 | 71.990 | 0.330 |
Bonds | 13.480 | 13.480 | 0.000 |
Convertible | 0.050 | 0.050 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 11.770 | 11.780 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.292 | 17.305 |
Price to Book | 2.473 | 2.538 |
Price to Sales | 1.746 | 2.064 |
Price to Cash Flow | 10.431 | 10.963 |
Dividend Yield | 2.233 | 2.131 |
5 Years Earnings Growth | 10.139 | 11.323 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.310 | 19.286 |
Technology | 17.600 | 18.016 |
Industrials | 13.840 | 11.615 |
Consumer Cyclical | 10.880 | 9.986 |
Healthcare | 8.960 | 8.430 |
Basic Materials | 7.470 | 5.578 |
Communication Services | 7.030 | 6.821 |
Energy | 6.420 | 6.036 |
Consumer Defensive | 5.670 | 5.775 |
Utilities | 1.810 | 3.029 |
Real Estate | 1.010 | 5.428 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Insights Class A | - | 12.54 | - | - | |
Fidelity Canadian Disciplined Eq A | - | 11.54 | - | - | |
Fidelity Emerging Markets Sr A | - | 11.12 | - | - | |
Fidelity International Eq MA Bs O | - | 10.31 | - | - | |
Intl Eq Investment Tr - O | - | 6.58 | - | - | |
Fid Glb Dev Mkts Svrg Bd Idx H MA Base O | - | 6.17 | - | - | |
Fidelity True North Sr A | - | 5.83 | - | - | |
Fidelity American Disciplined Eq Sr A | - | 5.55 | - | - | |
Fidelity Canadian Bond Sr A | - | 5.18 | - | - | |
Fidelity Cdn Govt Long Bd Index Multi As | - | 4.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F | 14.84B | 6.63 | 4.92 | 7.03 | ||
Fidelity Global Balanced Portfol B | 14.84B | 6.22 | 3.73 | 5.83 | ||
Fidelity Global Balanced Portf F5 | 14.84B | 6.63 | 4.91 | 7.03 | ||
Fidelity Global Balanced Portf F8 | 14.84B | 6.62 | 4.90 | 7.02 | ||
Fidelity Monthly Income Series B | 6.79B | 1.41 | 2.51 | 4.04 |
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