Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.030 | 26.640 | 25.610 |
Stocks | 45.410 | 45.740 | 0.330 |
Bonds | 44.640 | 44.640 | 0.000 |
Convertible | 0.100 | 0.100 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 8.780 | 8.790 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.146 | 16.682 |
Price to Book | 2.432 | 2.202 |
Price to Sales | 1.730 | 1.803 |
Price to Cash Flow | 10.290 | 9.457 |
Dividend Yield | 2.293 | 2.289 |
5 Years Earnings Growth | 10.090 | 10.955 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.580 | 19.903 |
Technology | 17.300 | 15.875 |
Industrials | 14.060 | 12.485 |
Consumer Cyclical | 10.940 | 9.573 |
Healthcare | 8.710 | 9.113 |
Basic Materials | 7.730 | 6.226 |
Communication Services | 6.860 | 7.444 |
Energy | 6.370 | 5.849 |
Consumer Defensive | 5.680 | 6.948 |
Utilities | 1.770 | 2.925 |
Real Estate | 0.990 | 3.656 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fid Glb Dev Mkts Svrg Bd Idx H MA Base O | - | 14.41 | - | - | |
Fidelity Canadian Bond Sr A | - | 13.51 | - | - | |
Fidelity Emerging Markets Sr A | - | 7.79 | - | - | |
Fidelity Canadian Disciplined Eq A | - | 7.42 | - | - | |
Fidelity Canadian Rl Ret Bd Idx Instl Tr | - | 7.27 | - | - | |
Fidelity Insights Class A | - | 7.14 | - | - | |
Fidelity International Eq MA Bs O | - | 6.98 | - | - | |
Fid Glbl Infl Lnkd Bd Idx H MA Base O | - | 5.80 | - | - | |
Intl Eq Investment Tr - O | - | 4.45 | - | - | |
Fidelity Cdn Govt Long Bd Index Multi As | - | 4.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 14.84B | 6.63 | 4.91 | 7.03 | ||
Fidelity Global Balanced Portf F8 | 14.84B | 6.62 | 4.90 | 7.02 | ||
Fidelity Global Balanced Portf F | 14.84B | 6.63 | 4.92 | 7.03 | ||
Fidelity Global Balanced Portfol B | 14.84B | 6.22 | 3.73 | 5.83 | ||
Fidelity Monthly Income Series F | 6.79B | 1.80 | 3.70 | 5.24 |
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