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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.740 | 34.040 | 27.300 |
Shares | 50.350 | 50.360 | 0.010 |
Bonds | 39.750 | 39.810 | 0.060 |
Convertible | 0.370 | 0.370 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 2.710 | 3.920 | 1.210 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.192 | 18.016 |
Price to Book | 2.583 | 2.832 |
Price to Sales | 2.001 | 2.064 |
Price to Cash Flow | 11.056 | 11.030 |
Dividend Yield | 2.255 | 2.235 |
5 Years Earnings Growth | 9.435 | 9.623 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.080 | 19.427 |
Technology | 20.530 | 18.069 |
Industrials | 12.890 | 12.255 |
Consumer Cyclical | 8.700 | 9.243 |
Healthcare | 7.720 | 9.461 |
Energy | 7.320 | 6.178 |
Communication Services | 6.790 | 7.496 |
Basic Materials | 5.530 | 4.950 |
Consumer Defensive | 5.370 | 6.813 |
Utilities | 2.380 | 3.556 |
Real Estate | 1.690 | 4.132 |
Number of long holdings: 27
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mackenzie IG Canadian Bond Pool P | - | 20.83 | - | - | |
BlackRock IG Active Alloc Pool I P | - | 12.29 | - | - | |
T. Rowe Price IG U.S. Eq Pool P | - | 9.13 | - | - | |
Mackenzie IG U.S. Eq Pool P | - | 9.13 | - | - | |
Mackenzie IG Canadian Eq Pool P | - | 7.32 | - | - | |
Mackenzie IG Canadian Equity Income Pl P | - | 4.81 | - | - | |
IG Mackenzie Real Property Fund Series P | - | 4.58 | - | - | |
Mackenzie IG Canadian Corporate Bd Pl P | - | 4.42 | - | - | |
PIMCO IG Global Bond Pool P | - | 3.69 | - | - | |
Mackenzie IG Global Bond Pool P | - | 3.23 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Allegro Moderate Portfolio U | 7.36B | 9.20 | 12.76 | 6.62 | ||
IG Mackenzie Strategic Income TU | 306.73M | 10.51 | 12.92 | 7.56 | ||
IG Mackenzie Strategic Income U | 306.73M | 10.50 | 12.92 | 7.57 |
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