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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.730 | 6.560 | 0.830 |
Stocks | 66.350 | 68.520 | 2.170 |
Bonds | 6.160 | 6.160 | 0.000 |
Convertible | 0.950 | 0.950 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 20.760 | 20.760 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.438 | 17.854 |
Price to Book | 2.459 | 2.841 |
Price to Sales | 1.565 | 1.850 |
Price to Cash Flow | 9.943 | 11.608 |
Dividend Yield | 2.030 | 2.113 |
5 Years Earnings Growth | 11.300 | 10.762 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.360 | 18.259 |
Financial Services | 16.300 | 18.387 |
Industrials | 14.860 | 13.463 |
Consumer Cyclical | 11.300 | 10.982 |
Energy | 8.460 | 6.344 |
Basic Materials | 7.550 | 4.666 |
Healthcare | 7.450 | 10.889 |
Communication Services | 7.000 | 5.922 |
Consumer Defensive | 4.370 | 8.244 |
Real Estate | 2.630 | 2.650 |
Utilities | 1.730 | 2.614 |
Number of long holdings: 27
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Insights Class A | - | 16.56 | - | - | |
Fidelity Emerg Tech Invt Tr | - | 9.69 | - | - | |
Fidelity International Growth Invest Tr | - | 9.27 | - | - | |
Fidelity Canadian Disciplined Eq A | - | 8.21 | - | - | |
Fidelity Emerging Markets Sr A | - | 7.49 | - | - | |
Fidelity US All Cap Series A | - | 4.88 | - | - | |
Fidelity Canadian Fdmtl Eq MA Bs O | - | 4.74 | - | - | |
Fidelity Glb Intrinsic Value Inv Tr Sr O | - | 4.64 | - | - | |
Fidelity Canadian Opportunities Sr A | - | 4.33 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 3.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Innovators Class F | 12.83B | 23.15 | 9.70 | - | ||
Fidelity Canadian Growth Comp Sr A | 11.12B | 14.44 | 7.49 | 12.76 | ||
Fidelity Canadian Growth Comp Sr F | 11.12B | 14.97 | 8.97 | 14.30 | ||
Fidelity Canadian Growth Comp Sr B | 11.12B | 14.53 | 7.74 | 12.99 | ||
Fidelity Canadian Large Cap Sr F | 7.35B | 3.17 | 11.34 | 9.04 |
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