Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 58.08 | 58.13 | 0.05 |
Bonds | 41.39 | 42.53 | 1.14 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.68 | 0.87 | 0.19 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.48 | 18.70 |
Price to Book | 2.93 | 3.25 |
Price to Sales | 2.26 | 2.27 |
Price to Cash Flow | 12.98 | 12.69 |
Dividend Yield | 1.76 | 1.93 |
5 Years Earnings Growth | 12.25 | 11.50 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.35 | 24.01 |
Financial Services | 16.31 | 15.37 |
Industrials | 12.31 | 10.30 |
Healthcare | 11.11 | 12.89 |
Consumer Cyclical | 10.98 | 9.93 |
Communication Services | 6.92 | 7.43 |
Consumer Defensive | 5.01 | 6.15 |
Basic Materials | 4.30 | 3.34 |
Energy | 3.43 | 4.97 |
Real Estate | 2.93 | 4.41 |
Utilities | 2.36 | 3.26 |
Number of long holdings: 6,802
Number of short holdings: 34
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
10 Year Treasury Note Future Dec 24 | - | 2.93 | - | - | |
Microsoft | US5949181045 | 2.32 | 428.51 | -0.12% | |
Apple | US0378331005 | 1.71 | 220.89 | -3.95% | |
NVIDIA | US67066G1040 | 1.70 | 141.34 | +2.64% | |
Alphabet A | US02079K3059 | 1.35 | 199.19 | +1.63% | |
Amazon.com | US0231351067 | 1.34 | 231.00 | +2.24% | |
United States Treasury Notes 4% | - | 1.34 | - | - | |
Fidelity Hedged Equity ETF | - | 1.31 | - | - | |
United States Treasury Notes 4.125% | - | 1.28 | - | - | |
iShares 20+ Year Treasury Bond | US4642874329 | 0.95 | 87.75 | +0.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review