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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.110 | 3.860 | 1.750 |
Shares | 96.840 | 96.840 | 0.000 |
Other | 1.050 | 1.140 | 0.090 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.472 | 12.932 |
Price to Book | 1.875 | 1.621 |
Price to Sales | 2.357 | 1.654 |
Price to Cash Flow | 19.464 | 13.682 |
Dividend Yield | 2.470 | 3.059 |
5 Years Earnings Growth | 9.532 | 10.058 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 97.620 | 90.401 |
Industrials | 1.740 | 5.183 |
Real Estate | 0.640 | 6.244 |
Number of long holdings: 94
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 7.69 | 453.20 | +0.86% | |
JPMorgan | US46625H1005 | 7.57 | 237.60 | +1.99% | |
Visa A | US92826C8394 | 4.39 | 317.71 | +0.90% | |
Wells Fargo&Co | US9497461015 | 3.39 | 70.34 | +2.16% | |
Mastercard | US57636Q1040 | 3.16 | 528.03 | +0.91% | |
Interactive Brokers | US45841N1072 | 3.11 | 175.92 | +1.23% | |
S&P Global | US78409V1044 | 2.95 | 491.81 | +1.08% | |
AXA | FR0000120628 | 2.84 | 33.51 | -0.80% | |
Morgan Stanley | US6174464486 | 2.71 | 123.44 | +2.44% | |
PNC Financial | US6934751057 | 2.49 | 192.76 | +1.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Innovators F USD | 16.18B | 55.54 | 14.87 | - | ||
Fidelity Greater Canada Sr A | 7.64B | 14.72 | 9.16 | 13.70 | ||
Fidelity Greater Canada Sr B | 7.64B | 14.95 | 9.40 | 13.93 | ||
Fidelity Greater Canada Sr F | 7.64B | 16.18 | 10.68 | 15.27 | ||
Fidelity Emerging Markets B | 5.17B | 15.51 | 1.39 | 6.29 |
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