Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.730 | 0.730 | 0.000 |
Stocks | 99.270 | 99.270 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.947 | 22.641 |
Price to Book | 3.193 | 4.198 |
Price to Sales | 3.017 | 2.908 |
Price to Cash Flow | 13.478 | 15.225 |
Dividend Yield | 1.281 | 1.231 |
5 Years Earnings Growth | 10.914 | 12.394 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.120 | 12.731 |
Technology | 27.630 | 27.658 |
Industrials | 13.360 | 13.678 |
Consumer Cyclical | 8.980 | 11.688 |
Communication Services | 7.150 | 6.189 |
Healthcare | 6.530 | 15.727 |
Consumer Defensive | 5.310 | 6.370 |
Basic Materials | 1.770 | 4.223 |
Utilities | 0.930 | 1.518 |
Energy | 0.150 | 3.483 |
Real Estate | 0.070 | 2.553 |
Number of long holdings: 107
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.17 | 423.38 | +1.82% | |
Visa A | US92826C8394 | 4.04 | 280.95 | +1.16% | |
Alphabet A | US02079K3059 | 3.54 | 172.00 | +0.97% | |
Berkshire Hathaway B | US0846707026 | 3.54 | 411.98 | +0.42% | |
Amazon.com | US0231351067 | 3.40 | 185.01 | -1.10% | |
Taiwan Semicon | TW0002330008 | 3.32 | 825.00 | +2.87% | |
Arthur J Gallagher | US3635761097 | 3.03 | 251.35 | +0.25% | |
Aon | IE00BLP1HW54 | 3.00 | 287.52 | -0.14% | |
S&P Global | US78409V1044 | 2.79 | 433.77 | +1.34% | |
Meta Platforms | US30303M1027 | 2.71 | 481.31 | +2.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Australian Equities Fund | 5.12B | 1.56 | 5.41 | 7.75 | ||
Fidelity Asia Fund | 1.05B | 5.25 | -0.85 | 12.06 | ||
Fidelity Future Leaders Fund | 736.49M | 6.56 | 3.06 | 10.18 | ||
Fidelity Global Emerging Markets Fu | 554.97M | 5.97 | -1.46 | 9.09 | ||
Fidelity Australian Opportunities | 185.86M | 2.31 | 5.17 | 8.53 |
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