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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.370 | 7.490 | 5.120 |
Stocks | 47.740 | 47.740 | 0.000 |
Bonds | 42.250 | 42.250 | 0.000 |
Convertible | 5.890 | 5.890 | 0.000 |
Preferred | 0.480 | 0.480 | 0.000 |
Other | 1.280 | 1.280 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.066 | 17.390 |
Price to Book | 2.728 | 2.707 |
Price to Sales | 2.136 | 1.876 |
Price to Cash Flow | 12.075 | 10.986 |
Dividend Yield | 2.403 | 2.319 |
5 Years Earnings Growth | 10.560 | 10.673 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.830 | 17.277 |
Financial Services | 12.630 | 18.321 |
Industrials | 11.840 | 12.696 |
Real Estate | 11.680 | 4.375 |
Healthcare | 9.560 | 10.489 |
Consumer Cyclical | 9.410 | 9.349 |
Consumer Defensive | 8.290 | 7.224 |
Communication Services | 5.030 | 6.341 |
Energy | 4.830 | 6.845 |
Basic Materials | 4.250 | 4.983 |
Utilities | 3.640 | 3.748 |
Number of long holdings: 3,064
Number of short holdings: 25
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.18 | - | - | |
Apple Inc | - | 1.88 | - | - | |
United States Treasury Notes 4.625% | - | 1.56 | - | - | |
iShares 20+ Year Treasury Bond ETF | - | 1.42 | - | - | |
iShares Gold Trust | - | 1.19 | - | - | |
JPMorgan Chase & Co | - | 0.99 | - | - | |
Taiwan Semicon | TW0002330008 | 0.98 | 1,005.00 | 0% | |
Rheinmetall AG | DE0007030009 | 0.91 | 490.600 | -4.77% | |
China (People's Republic Of) 2.89% | CND10004NXW0 | 0.77 | - | - | |
iShares TIPS Bond ETF | - | 0.77 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Balanced Portf F5 | 15.35B | 9.46 | 5.70 | 7.27 | ||
Fidelity Global Balanced Portf F8 | 15.35B | 9.46 | 5.69 | 7.27 | ||
Fidelity Global Balanced Portf F | 15.35B | 9.47 | 5.70 | 7.28 | ||
Fidelity Global Balanced Portfol B | 15.35B | 8.94 | 4.51 | 6.07 | ||
Fidelity Monthly Income Series F | 6.86B | 4.30 | 4.07 | 5.44 |
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