Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.110 | 2.110 | 0.000 |
Stocks | 97.890 | 97.890 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.907 | 21.806 |
Price to Book | 3.575 | 4.137 |
Price to Sales | 3.560 | 3.119 |
Price to Cash Flow | 15.284 | 15.407 |
Dividend Yield | 1.142 | 1.316 |
5 Years Earnings Growth | 13.700 | 12.662 |
Name | Net % | Category Average |
---|---|---|
Technology | 38.270 | 26.853 |
Financial Services | 23.790 | 14.321 |
Industrials | 13.270 | 13.165 |
Healthcare | 7.710 | 15.090 |
Consumer Cyclical | 7.250 | 11.310 |
Communication Services | 6.000 | 7.009 |
Consumer Defensive | 2.270 | 6.312 |
Basic Materials | 0.790 | 3.838 |
Energy | 0.550 | 3.380 |
Real Estate | 0.090 | 1.894 |
Number of long holdings: 95
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 5.15 | 453.20 | +0.86% | |
Visa A | US92826C8394 | 4.62 | 317.71 | +0.90% | |
Microsoft | US5949181045 | 4.18 | 436.60 | -0.10% | |
Apple | US0378331005 | 3.88 | 254.49 | +1.88% | |
Airbus Group | NL0000235190 | 3.77 | 154.00 | -0.50% | |
ANSYS | US03662Q1058 | 3.62 | 338.38 | +1.17% | |
Amazon.com | US0231351067 | 3.61 | 224.92 | +0.73% | |
Adobe | US00724F1012 | 3.24 | 447.17 | +2.24% | |
GE Aerospace | US3696043013 | 2.68 | 168.37 | +2.17% | |
Meta Platforms | US30303M1027 | 2.28 | 585.25 | -1.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Australian Equities Fund | 4.78B | 12.27 | 5.88 | 8.63 | ||
Fidelity Asia Fund | 944.17M | 12.20 | 1.27 | 11.02 | ||
Fidelity Future Leaders Fund | 848.65M | 29.15 | 4.33 | 12.04 | ||
Fidelity Global Emerging Markets Fu | 440.71M | 5.20 | -2.89 | 7.67 | ||
Fidelity Australian Opportunities | 169.82M | 15.38 | 6.43 | 9.52 |
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