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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.200 | 15.130 | 11.930 |
Shares | 65.200 | 69.130 | 3.930 |
Bonds | 26.570 | 26.660 | 0.090 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 4.950 | 4.950 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.483 | 18.486 |
Price to Book | 2.866 | 2.719 |
Price to Sales | 2.074 | 2.114 |
Price to Cash Flow | 11.715 | 11.393 |
Dividend Yield | 2.027 | 2.329 |
5 Years Earnings Growth | 11.418 | 9.798 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.210 | 15.763 |
Consumer Cyclical | 12.300 | 7.588 |
Financial Services | 11.910 | 25.776 |
Industrials | 10.130 | 12.519 |
Healthcare | 8.690 | 5.414 |
Energy | 7.610 | 10.462 |
Communication Services | 6.510 | 4.753 |
Consumer Defensive | 6.320 | 6.054 |
Basic Materials | 3.080 | 4.574 |
Utilities | 1.650 | 3.637 |
Real Estate | 1.590 | 3.930 |
Number of long holdings: 2,201
Number of short holdings: 157
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total U.S. Stock Market | US4642871507 | 18.34 | 142.18 | +0.38% | |
iShares Core MSCI EAFE ETF | - | 14.18 | - | - | |
iShares Core Canadian Long Term Bond ETF | - | 4.83 | - | - | |
Ishares Gold Tr | - | 4.59 | - | - | |
iShares 20+ Year Treasury Bond | US4642874329 | 2.78 | 87.22 | +0.66% | |
United States Treasury Notes 0.03625% | - | 2.27 | - | - | |
NVIDIA | US67066G1040 | 2.13 | 180.17 | -0.79% | |
Apple | US0378331005 | 1.99 | 232.56 | +0.90% | |
United States Treasury Bonds 0.03625% | - | 1.92 | - | - | |
Microsoft | US5949181045 | 1.45 | 509.64 | +0.57% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 19.59B | 6.52 | 13.20 | 7.09 | ||
Fidelity Global Balanced Portf F8 | 19.59B | 6.51 | 13.19 | 7.09 | ||
Fidelity Global Balanced Portf F | 19.59B | 6.52 | 13.21 | 7.10 | ||
Fidelity Global Balanced Portfol B | 19.59B | 5.82 | 11.93 | 5.89 | ||
Fidelity Monthly Income Series F | 6.92B | 7.16 | 8.77 | 6.14 |
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