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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.680 | 9.610 | 6.930 |
Shares | 80.680 | 81.520 | 0.840 |
Bonds | 16.470 | 16.480 | 0.010 |
Convertible | 0.020 | 0.020 | 0.000 |
Other | 0.150 | 0.150 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.216 | - |
Price to Book | 2.427 | - |
Price to Sales | 1.867 | - |
Price to Cash Flow | 11.222 | - |
Dividend Yield | 2.132 | - |
5 Years Earnings Growth | 11.614 | - |
Name | Net % | Category Average |
---|---|---|
Technology | 25.390 | - |
Financial Services | 15.640 | - |
Consumer Cyclical | 11.250 | - |
Industrials | 10.820 | - |
Healthcare | 10.400 | - |
Communication Services | 8.300 | - |
Consumer Defensive | 6.150 | - |
Basic Materials | 3.820 | - |
Energy | 3.310 | - |
Utilities | 2.640 | - |
Real Estate | 2.270 | - |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Index US F Acc | GB00B8KH1W51 | 46.70 | - | - | |
Fidelity Index Emerging Markets P Accumulation | GB00BHZK8D21 | 12.15 | 1.874 | +0.20% | |
Fidelity Index Japan P Accumulation | GB00BHZK8872 | 11.84 | 2.272 | +0.26% | |
Vanguard Total International Bond ETF | - | 9.30 | - | - | |
Fidelity Index Europe ex UK P Accumulation | GB00BHZK8B07 | 8.00 | 2.152 | +0.09% | |
Vanguard Total Bond Market ETF | - | 7.45 | - | - | |
Fidelity Index UK F Acc | GB00BJS8SG03 | 2.16 | - | - | |
Fidelity Index Pacific ex Japan Fund P Accumulatio | GB00BHZK8G51 | 1.67 | 2.081 | +0.62% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Target Date Basic 2040 | 4.31B | 16.16 | 8.69 | - | ||
Fidelity Target Date Basic 2030 | 2.12B | 7.53 | 2.51 | - | ||
Fidelity Target Date Active 2050 | 287M | 22.42 | 10.58 | 9.31 | ||
Fidelity Target Date Active 2040 | 150M | 16.32 | 6.70 | - | ||
Fidelity Target Date Active 2030 | 79M | 7.47 | 1.03 | - |
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