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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 | 17.105 |
Price to Book | 2.047 | 2.448 |
Price to Sales | 1.612 | 1.896 |
Price to Cash Flow | 9.118 | 10.442 |
Dividend Yield | 3.064 | 2.408 |
5 Years Earnings Growth | 9.389 | 9.795 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.940 | 27.017 |
Consumer Defensive | 16.100 | 6.516 |
Technology | 11.420 | 14.741 |
Industrials | 8.510 | 13.369 |
Consumer Cyclical | 7.360 | 8.403 |
Energy | 7.140 | 9.166 |
Real Estate | 7.030 | 2.823 |
Communication Services | 6.760 | 4.650 |
Basic Materials | 6.250 | 6.710 |
Healthcare | 5.320 | 4.522 |
Utilities | 5.170 | 2.991 |
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 | 62.34 | -1.11% | |
United States Treasury Notes 4.375% | - | 2.03 | - | - | |
iShares Core MSCI EAFE ETF | - | 1.98 | - | - | |
Toronto Dominion Bank | CA8911605092 | 1.61 | 86.17 | -0.03% | |
RBC | CA7800871021 | 1.45 | 117.76 | +0.08% | |
Alimentation Couche Tard | CA01626P1484 | 1.37 | 72.42 | +0.26% | |
United States Treasury Notes 3.625% | - | 1.32 | - | - | |
Rogers Communications | CA7751092007 | 1.14 | 25.16 | -0.32% | |
Metro Inc. | CA59162N1096 | 1.09 | 102.76 | +0.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portfol B | 18.25B | 0.59 | 7.56 | 5.55 | ||
Fidelity Global Balanced Portf F5 | 18.25B | 0.87 | 8.78 | 6.75 | ||
Fidelity Global Balanced Portf F8 | 18.25B | 0.87 | 8.78 | 6.75 | ||
Fidelity Global Balanced Portf F | 18.25B | 0.88 | 8.79 | 6.76 | ||
Fidelity Monthly Income Series F | 6.84B | 3.65 | 6.27 | 5.81 |
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