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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.070 | 11.280 | 8.210 |
Stocks | 66.340 | 69.050 | 2.710 |
Bonds | 27.150 | 27.150 | 0.000 |
Convertible | 0.920 | 0.920 | 0.000 |
Preferred | 0.180 | 0.180 | 0.000 |
Other | 2.330 | 2.330 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.784 | 17.078 |
Price to Book | 2.273 | 2.723 |
Price to Sales | 1.664 | 1.930 |
Price to Cash Flow | 10.315 | 10.964 |
Dividend Yield | 2.205 | 2.290 |
5 Years Earnings Growth | 11.060 | 10.857 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.020 | 18.619 |
Technology | 15.640 | 17.030 |
Industrials | 11.310 | 12.307 |
Energy | 10.050 | 6.517 |
Basic Materials | 9.510 | 5.048 |
Consumer Cyclical | 9.290 | 9.295 |
Consumer Defensive | 8.700 | 7.040 |
Healthcare | 6.230 | 10.585 |
Communication Services | 5.430 | 6.713 |
Utilities | 3.240 | 3.913 |
Real Estate | 2.580 | 4.409 |
Number of long holdings: 5,193
Number of short holdings: 49
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Brookfield Canadian Private Re | - | 5.41 | - | - | |
ishares S&P 500 | US4642872000 | 2.02 | 593.73 | +1.07% | |
iShares Gold Trust | - | 2.01 | - | - | |
RBC | CA7800871021 | 1.92 | 119.70 | +0.02% | |
iShares 20+ Year Treasury Bond ETF | - | 1.88 | - | - | |
Constellation Software | CA21037X1006 | 1.20 | 4,386.63 | -1.21% | |
Canadian Natural | CA1363851017 | 1.17 | 45.46 | +0.62% | |
Agnico Eagle Mines | CA0084741085 | 1.06 | 81.48 | -0.62% | |
iShares TIPS Bond | US4642871762 | 0.99 | 106.63 | -0.08% | |
iShares Short Treasury Bond ETF | - | 0.98 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Bal Cl Port Sr F5 | 370.68M | 19.59 | 6.91 | 7.65 | ||
Fidelity Global Bal Cl Port Sr F8 | 153.19M | 19.59 | 6.91 | 7.66 | ||
Fidelity Global Balanced Cl F | 2.8B | 19.58 | 6.90 | 7.65 | ||
Fidelity Balanced Prv Pool F | 2.67B | 17.71 | 7.02 | 6.93 | ||
Fidelity Balanced Prv Pool F5 | 468.48M | 17.72 | 7.02 | 6.94 |
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