Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.200 | 15.130 | 11.930 |
Stocks | 65.200 | 69.130 | 3.930 |
Bonds | 26.570 | 26.660 | 0.090 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 4.950 | 4.950 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.483 | 17.770 |
Price to Book | 2.866 | 2.715 |
Price to Sales | 2.074 | 2.016 |
Price to Cash Flow | 11.715 | 11.456 |
Dividend Yield | 2.027 | 2.378 |
5 Years Earnings Growth | 11.418 | 10.598 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.210 | 16.460 |
Consumer Cyclical | 12.300 | 7.799 |
Financial Services | 11.910 | 23.551 |
Industrials | 10.130 | 12.343 |
Healthcare | 8.690 | 7.268 |
Energy | 7.610 | 9.946 |
Communication Services | 6.510 | 4.938 |
Consumer Defensive | 6.320 | 6.110 |
Basic Materials | 3.080 | 3.522 |
Utilities | 1.650 | 4.122 |
Real Estate | 1.590 | 4.995 |
Number of long holdings: 2,201
Number of short holdings: 157
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core S&P Total U.S. Stock Market | US4642871507 | 18.34 | 129.49 | +0.13% | |
iShares Core MSCI EAFE ETF | - | 14.18 | - | - | |
iShares Core Canadian Long Term Bond ETF | - | 4.83 | - | - | |
Ishares Gold Tr | - | 4.59 | - | - | |
iShares 20+ Year Treasury Bond | US4642874329 | 2.78 | 86.03 | +0.13% | |
United States Treasury Notes 0.03625% | - | 2.27 | - | - | |
NVIDIA | US67066G1040 | 2.13 | 140.11 | -0.02% | |
Apple | US0378331005 | 1.99 | 242.70 | +0.20% | |
United States Treasury Bonds 0.03625% | - | 1.92 | - | - | |
Microsoft | US5949181045 | 1.45 | 424.56 | +0.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 17.59B | 19.09 | 6.49 | 7.62 | ||
Fidelity Global Balanced Portf F8 | 17.59B | 19.08 | 6.48 | 7.61 | ||
Fidelity Global Balanced Portf F | 17.59B | 19.09 | 6.50 | 7.62 | ||
Fidelity Global Balanced Portfol B | 17.59B | 17.74 | 5.30 | 6.41 | ||
Fidelity Monthly Income Series F | 6.85B | 12.43 | 4.77 | 5.81 |
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