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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.190 | 3.640 | 0.450 |
Shares | 92.940 | 92.940 | 0.000 |
Bonds | 0.070 | 0.070 | 0.000 |
Preferred | 0.780 | 0.780 | 0.000 |
Other | 3.030 | 3.060 | 0.030 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.685 | 18.829 |
Price to Book | 3.756 | 3.133 |
Price to Sales | 2.667 | 2.249 |
Price to Cash Flow | 13.841 | 12.421 |
Dividend Yield | 0.803 | 2.067 |
5 Years Earnings Growth | 10.641 | 9.908 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.710 | 20.255 |
Consumer Cyclical | 22.130 | 11.437 |
Communication Services | 16.920 | 9.747 |
Financial Services | 7.030 | 17.163 |
Consumer Defensive | 6.530 | 8.746 |
Basic Materials | 5.890 | 4.106 |
Industrials | 4.430 | 13.885 |
Healthcare | 4.190 | 12.682 |
Real Estate | 0.160 | 2.183 |
Number of long holdings: 185
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.16 | 537.17 | +2.49% | |
Apple | US0378331005 | 6.77 | 203.81 | +0.71% | |
Berkshire Hathaway B | US0846707026 | 5.36 | 456.79 | -3.39% | |
NVIDIA | US67066G1040 | 4.93 | 179.40 | +3.27% | |
Meta Platforms | US30303M1027 | 4.80 | 774.71 | +3.29% | |
Roblox | US7710491033 | 4.61 | 129.95 | +3.94% | |
Applovin | US03831W1080 | 3.76 | 392.57 | +3.53% | |
Amazon.com | US0231351067 | 3.22 | 212.77 | -0.92% | |
Agnico Eagle Mines | CA0084741085 | 3.18 | 130.59 | +4.29% | |
PDD Holdings DRC | US7223041028 | 2.52 | 112.44 | +2.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Greater Canada Sr A | 100.08M | 2.76 | 15.92 | 12.19 | ||
Fidelity Greater Canada Sr B | 1.95B | 2.87 | 16.18 | 12.42 | ||
Fidelity Greater Canada Sr F | 2.17B | 3.46 | 17.53 | 13.74 | ||
Fidelity Emerging Markets B | 91.57M | 9.10 | 12.45 | 6.92 | ||
Fidelity Special Situat Ser F | 996.2M | 9.70 | 22.84 | 14.90 |
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