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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.790 | 13.470 | 11.680 |
Stocks | 64.230 | 64.260 | 0.030 |
Bonds | 33.820 | 33.840 | 0.020 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.140 | 0.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.307 | 15.862 |
Price to Book | 2.113 | 1.631 |
Price to Sales | 1.486 | 1.328 |
Price to Cash Flow | 9.999 | 8.612 |
Dividend Yield | 2.472 | 2.649 |
5 Years Earnings Growth | 11.202 | 10.495 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.630 | 18.148 |
Financial Services | 15.150 | 13.215 |
Consumer Cyclical | 11.910 | 12.949 |
Healthcare | 11.510 | 9.583 |
Industrials | 11.390 | 16.253 |
Communication Services | 7.930 | 6.742 |
Consumer Defensive | 6.950 | 6.269 |
Energy | 4.400 | 2.844 |
Basic Materials | 4.290 | 5.212 |
Utilities | 2.430 | 1.617 |
Real Estate | 2.400 | 10.899 |
Number of long holdings: 8
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Index US F Acc | GB00B8KH1W51 | 35.60 | - | - | |
Vanguard Total International Bond ETF | - | 18.80 | - | - | |
Vanguard Total Bond Market ETF | - | 15.45 | - | - | |
Fidelity Index Japan P Accumulation | GB00BHZK8872 | 10.39 | 2.236 | -2.60% | |
Fidelity Index Emerging Markets P Accumulation | GB00BHZK8D21 | 10.16 | 1.884 | +0.44% | |
Fidelity Index Europe ex UK P Accumulation | GB00BHZK8B07 | 6.63 | 2.276 | +0.53% | |
Fidelity Index UK F Acc | GB00BJS8SG03 | 2.01 | - | - | |
Fidelity Index Pacific ex Japan Fund P Accumulatio | GB00BHZK8G51 | 1.40 | 2.089 | +0.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Target Date Basic 2050 | 4.35B | 13.52 | 13.13 | - | ||
Fidelity Target Date Basic 2030 | 2.11B | 3.41 | 2.53 | - | ||
Fidelity Target Date Active 2050 | 284M | 14.24 | 10.10 | - | ||
Fidelity Target Date Active 2040 | 147M | 9.75 | 6.42 | - | ||
Fidelity Target Date Active 2030 | 84M | 3.28 | 0.93 | - |
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