
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.080 | 0.170 | 0.090 |
Stocks | 96.680 | 96.680 | 0.000 |
Bonds | 0.060 | 0.060 | 0.000 |
Preferred | 0.620 | 0.620 | 0.000 |
Other | 2.560 | 2.580 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.392 | 19.026 |
Price to Book | 6.121 | 3.274 |
Price to Sales | 3.804 | 2.332 |
Price to Cash Flow | 19.114 | 12.824 |
Dividend Yield | 0.384 | 1.983 |
5 Years Earnings Growth | 12.065 | 10.993 |
Name | Net % | Category Average |
---|---|---|
Technology | 41.310 | 20.216 |
Communication Services | 20.450 | 9.223 |
Consumer Cyclical | 17.880 | 11.489 |
Financial Services | 6.760 | 17.109 |
Healthcare | 4.730 | 13.021 |
Consumer Defensive | 4.590 | 8.835 |
Industrials | 1.940 | 13.847 |
Basic Materials | 1.220 | 4.176 |
Energy | 1.070 | 4.050 |
Real Estate | 0.040 | 2.313 |
Number of long holdings: 175
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.97 | 94.31 | -7.36% | |
Apple | US0378331005 | 8.00 | 188.38 | -7.29% | |
Meta Platforms | US30303M1027 | 4.96 | 504.73 | -5.06% | |
Alphabet A | US02079K3059 | 4.70 | 145.60 | -3.40% | |
Alphabet C | US02079K1079 | 4.52 | 147.74 | -3.20% | |
Applovin | US03831W1080 | 4.08 | 219.37 | -16.26% | |
Roblox | US7710491033 | 3.93 | 52.96 | -9.03% | |
Tesla | US88160R1014 | 3.88 | 239.43 | -10.42% | |
Amazon.com | US0231351067 | 3.61 | 171.00 | -4.15% | |
Shopify Inc | CA82509L1076 | 3.08 | 76.89 | -6.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Greater Canada Sr A | 7.71B | 1.55 | 9.49 | 12.16 | ||
Fidelity Greater Canada Sr B | 7.71B | 1.59 | 9.73 | 12.39 | ||
Fidelity Greater Canada Sr F | 7.71B | 1.77 | 11.01 | 13.71 | ||
Fidelity Emerging Markets B | 5.49B | 3.45 | 5.33 | 5.98 | ||
Fidelity NorthStar Sr B | 4.25B | 2.38 | 11.29 | 6.98 |
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