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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.990 | 6.330 | 4.340 |
Stocks | 46.940 | 46.940 | 0.000 |
Bonds | 43.200 | 43.200 | 0.000 |
Convertible | 5.970 | 5.970 | 0.000 |
Preferred | 0.530 | 0.530 | 0.000 |
Other | 1.370 | 1.370 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.015 | 17.659 |
Price to Book | 2.681 | 2.692 |
Price to Sales | 2.108 | 1.923 |
Price to Cash Flow | 12.125 | 11.044 |
Dividend Yield | 2.340 | 2.302 |
5 Years Earnings Growth | 10.689 | 10.952 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.730 | 17.370 |
Industrials | 12.220 | 12.474 |
Financial Services | 11.890 | 18.281 |
Real Estate | 11.750 | 4.427 |
Healthcare | 10.070 | 10.615 |
Consumer Cyclical | 8.820 | 9.182 |
Consumer Defensive | 7.930 | 6.915 |
Communication Services | 4.880 | 6.531 |
Energy | 4.530 | 6.829 |
Utilities | 4.150 | 3.824 |
Basic Materials | 4.020 | 5.257 |
Number of long holdings: 3,126
Number of short holdings: 16
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.17 | 416.06 | -0.12% | |
Apple | US0378331005 | 2.15 | 226.80 | +0.50% | |
United States Treasury Notes 4.625% | - | 1.58 | - | - | |
iShares 20+ Year Treasury Bond | US4642874329 | 1.43 | 95.55 | -1.23% | |
iShares Gold | US4642852044 | 1.29 | 50.08 | -0.24% | |
Taiwan Semicon | TW0002330008 | 1.05 | 977.00 | +0.51% | |
JPMorgan | US46625H1005 | 0.88 | 211.22 | +3.55% | |
Rheinmetall AG | DE0007030009 | 0.86 | 520.000 | +0.62% | |
NXP | NL0009538784 | 0.83 | 234.24 | +0.43% | |
iShares TIPS Bond | US4642871762 | 0.80 | 109.39 | -0.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 16.68B | 12.74 | 4.78 | 7.35 | ||
Fidelity Global Balanced Portf F8 | 16.68B | 12.73 | 4.77 | 7.35 | ||
Fidelity Global Balanced Portf F | 16.68B | 12.74 | 4.78 | 7.36 | ||
Fidelity Global Balanced Portfol B | 16.68B | 11.89 | 3.60 | 6.15 | ||
Fidelity Monthly Income Series F | 7.01B | 9.36 | 4.44 | 5.71 |
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