Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.620 | 20.250 | 17.630 |
Stocks | 52.220 | 52.220 | 0.000 |
Bonds | 41.790 | 41.800 | 0.010 |
Convertible | 0.230 | 0.230 | 0.000 |
Preferred | 0.240 | 0.240 | 0.000 |
Other | 2.910 | 2.910 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.846 | 16.595 |
Price to Book | 1.984 | 2.348 |
Price to Sales | 1.433 | 1.724 |
Price to Cash Flow | 7.752 | 9.853 |
Dividend Yield | 3.082 | 2.478 |
5 Years Earnings Growth | 8.152 | 9.143 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.450 | 23.951 |
Consumer Defensive | 13.890 | 7.111 |
Technology | 11.940 | 14.239 |
Real Estate | 9.580 | 2.692 |
Industrials | 8.880 | 14.472 |
Consumer Cyclical | 7.990 | 8.873 |
Energy | 7.410 | 9.683 |
Healthcare | 7.070 | 5.985 |
Communication Services | 5.990 | 5.261 |
Basic Materials | 5.910 | 6.455 |
Utilities | 4.890 | 2.827 |
Number of long holdings: 2,849
Number of short holdings: 31
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Gold Trust | - | 2.08 | - | - | |
United States Treasury Notes 3.625% | - | 1.98 | - | - | |
Alimentation Couche Tard | CA01626P1484 | 1.38 | 79.31 | +2.19% | |
Rogers Communications | CA7751092007 | 1.22 | 39.20 | -0.31% | |
United States Treasury Bonds 3.625% | - | 1.18 | - | - | |
MSCI EAFE Index Future Mar 24 | - | 1.14 | - | - | |
Toronto Dominion Bank | CA8911605092 | 1.09 | 76.01 | -1.04% | |
Canadian National Railway | CA1363751027 | 1.07 | 127.07 | -0.35% | |
MSCI Emerging Markets Index Future Mar 24 | - | 1.06 | - | - | |
RBC | CA7800871021 | 1.04 | 105.69 | -0.25% |
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 |
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