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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.550 | 4.210 | 0.660 |
Shares | 55.970 | 55.970 | 0.000 |
Bonds | 36.400 | 36.400 | 0.000 |
Convertible | 1.700 | 1.700 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 2.380 | 2.380 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.577 | 16.682 |
Price to Book | 2.165 | 2.202 |
Price to Sales | 1.777 | 1.803 |
Price to Cash Flow | 9.142 | 9.457 |
Dividend Yield | 2.259 | 2.289 |
5 Years Earnings Growth | 13.669 | 10.955 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.540 | 19.903 |
Technology | 16.670 | 15.875 |
Industrials | 11.580 | 12.485 |
Consumer Cyclical | 10.240 | 9.573 |
Healthcare | 8.140 | 9.113 |
Communication Services | 7.420 | 7.444 |
Basic Materials | 7.290 | 6.226 |
Consumer Defensive | 6.360 | 6.948 |
Energy | 5.010 | 5.849 |
Real Estate | 3.300 | 3.656 |
Utilities | 2.460 | 2.925 |
Number of long holdings: 29
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Canadian Gov Bd Idx Instl Tr | - | 16.80 | - | - | |
Fidelity Emerging Markets Opp Instl Tr | - | 11.22 | - | - | |
Fidelity Canadian Bond Inst Trust | - | 10.08 | - | - | |
Fidelity Cdn Systematic Eq Instl Tr | - | 7.84 | - | - | |
Fidelity Canadian Corporate Bd Instl Tr | - | 6.74 | - | - | |
Fidelity Canadian Rl Ret Bd Idx Instl Tr | - | 4.52 | - | - | |
iShares Russell 1000 ETF | - | 4.43 | - | - | |
iShares Core MSCI EAFE ETF | - | 4.20 | - | - | |
Fidelity Select Intl Eq Instl Tr | - | 4.18 | - | - | |
Fidelity International Equity Instl Tr | - | 3.95 | - | - |
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 |
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