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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.670 | 13.930 | 4.260 |
Shares | 31.240 | 35.210 | 3.970 |
Bonds | 41.440 | 41.510 | 0.070 |
Convertible | 0.520 | 0.520 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Other | 17.020 | 17.030 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.849 | 16.124 |
Price to Book | 1.972 | 2.330 |
Price to Sales | 1.448 | 1.733 |
Price to Cash Flow | 9.004 | 9.837 |
Dividend Yield | 2.446 | 2.623 |
5 Years Earnings Growth | 9.154 | 9.310 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.380 | 21.299 |
Industrials | 13.200 | 11.827 |
Technology | 12.630 | 15.920 |
Consumer Cyclical | 9.720 | 8.693 |
Energy | 8.980 | 7.633 |
Consumer Defensive | 8.390 | 7.575 |
Basic Materials | 8.300 | 5.405 |
Communication Services | 5.920 | 6.205 |
Healthcare | 4.670 | 8.228 |
Real Estate | 4.190 | 3.590 |
Utilities | 2.610 | 3.978 |
Number of long holdings: 40
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Multi-Sector Bond O | - | 10.30 | - | - | |
Global Div Invt Trust - O | - | 9.02 | - | - | |
Fidelity Developed Intl Bd MA Base O | - | 8.46 | - | - | |
Fidelity Canadian Disciplined Eq Sr O | - | 5.85 | - | - | |
Fidelity Canadian Bond Multi-Ass Base O | - | 5.79 | - | - | |
Fidelity Can ST Fixed Income Inv Tr Sr O | - | 5.12 | - | - | |
Fidelity Emerging Mkts Portfolio Sr O | - | 4.09 | - | - | |
iShares TIPS Bond | US4642871762 | 3.82 | 108.07 | -0.53% | |
Insights Investment Tr - O | - | 3.64 | - | - | |
Fidelity Global Bond Series O | - | 3.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Income Portfolio A | 5.47B | 1.43 | 6.86 | 3.79 | ||
Fidelity Global Income Portfolio F8 | 5.47B | 2.03 | 8.35 | 5.23 | ||
Fidelity Global Income Portfolio F | 5.47B | 2.02 | 8.35 | 5.23 | ||
Fidelity Global Income Portfolio B | 5.47B | 1.55 | 7.13 | 4.04 | ||
Fidelity Global Income Portfolio S8 | 5.47B | 1.55 | 7.12 | 4.04 |
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