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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.440 | 17.390 | 14.950 |
Shares | 58.700 | 58.700 | 0.000 |
Bonds | 36.520 | 36.560 | 0.040 |
Convertible | 0.170 | 0.170 | 0.000 |
Preferred | 0.110 | 0.110 | 0.000 |
Other | 2.070 | 2.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.968 | 16.891 |
Price to Book | 2.047 | 2.403 |
Price to Sales | 1.612 | 1.875 |
Price to Cash Flow | 9.118 | 10.198 |
Dividend Yield | 3.064 | 2.476 |
5 Years Earnings Growth | 9.389 | 9.563 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.940 | 26.389 |
Consumer Defensive | 16.100 | 6.593 |
Technology | 11.420 | 14.193 |
Industrials | 8.510 | 14.009 |
Consumer Cyclical | 7.360 | 8.086 |
Energy | 7.140 | 9.395 |
Real Estate | 7.030 | 2.829 |
Communication Services | 6.760 | 4.700 |
Basic Materials | 6.250 | 7.114 |
Healthcare | 5.320 | 4.624 |
Utilities | 5.170 | 3.045 |
Number of long holdings: 2,985
Number of short holdings: 30
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core MSCI Emerging Markets ETF | - | 2.94 | - | - | |
iShares Gold | US4642852044 | 2.03 | 62.47 | -1.30% | |
United States Treasury Notes 4.375% | - | 2.03 | - | - | |
iShares Core MSCI EAFE ETF | - | 1.98 | - | - | |
Toronto Dominion Bank | CA8911605092 | 1.61 | 96.35 | +0.78% | |
RBC | CA7800871021 | 1.45 | 127.53 | +0.45% | |
Alimentation Couche Tard | CA01626P1484 | 1.37 | 72.14 | -0.35% | |
United States Treasury Notes 3.625% | - | 1.32 | - | - | |
Rogers Communications | CA7751092007 | 1.14 | 26.60 | -0.37% | |
Metro Inc. | CA59162N1096 | 1.09 | 104.69 | -0.71% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Bal Cl Port Sr F8 | 5.95B | 1.79 | 10.76 | 6.90 | ||
Fidelity Global Balanced Cl F | 5.95B | 1.79 | 10.75 | 6.89 | ||
Fidelity Global Bal Cl Port Sr F5 | 5.95B | 1.79 | 10.76 | 6.89 | ||
Fidelity Balanced Prv Pool F | 5.19B | 2.76 | 9.43 | 6.30 | ||
Fidelity Balanced Prv Pool F5 | 5.19B | 2.77 | 9.44 | 6.30 |
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