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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.95 | 0.95 | 0.00 |
Stocks | 99.05 | 99.05 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.21 | 14.48 |
Price to Book | 1.90 | 2.20 |
Price to Sales | 1.06 | 1.28 |
Price to Cash Flow | 5.98 | 9.38 |
Dividend Yield | 1.89 | 2.43 |
5 Years Earnings Growth | 8.57 | 11.11 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.49 | 19.35 |
Technology | 18.01 | 14.56 |
Healthcare | 14.69 | 17.44 |
Energy | 9.57 | 8.70 |
Communication Services | 9.33 | 7.34 |
Consumer Defensive | 7.03 | 9.27 |
Consumer Cyclical | 6.28 | 7.79 |
Utilities | 3.14 | 4.08 |
Industrials | 2.36 | 10.02 |
Basic Materials | 1.56 | 3.62 |
Real Estate | 1.55 | 2.01 |
Number of long holdings: 53
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway Inc B | - | 6.36 | - | - | |
Oracle Corp | - | 4.84 | - | - | |
Wells Fargo & Co | - | 4.28 | - | - | |
Willis Towers Watson | IE00BDB6Q211 | 4.24 | 291.09 | -0.88% | |
T-Mobile US Inc | - | 3.67 | - | - | |
Chevron Corp | - | 3.17 | - | - | |
Exelon Corp | - | 3.11 | - | - | |
Fairfax Financial Holdings Ltd Shs Subord.Vtg | - | 2.91 | - | - | |
Bank of New York Mellon Corp | - | 2.39 | - | - | |
General Dynamics Corp | - | 2.34 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.97M | 12.92 | 10.33 | 12.50 | ||
Fidelity Index World Fund P Accumul | 6.35B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund Class A Acc | 3.54M | 16.34 | 13.16 | 15.68 | ||
Fidelity Index US Fund P Accumulati | 3.96B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 118.2M | 7.27 | 8.25 | 10.89 |
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