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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.950 | 29.970 | 27.020 |
Shares | 41.430 | 41.500 | 0.070 |
Bonds | 44.140 | 44.150 | 0.010 |
Convertible | 0.170 | 0.170 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 11.260 | 11.260 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.934 | 17.017 |
Price to Book | 2.521 | 2.675 |
Price to Sales | 1.926 | 1.931 |
Price to Cash Flow | 10.742 | 10.713 |
Dividend Yield | 2.528 | 2.347 |
5 Years Earnings Growth | 8.766 | 9.930 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.550 | 19.327 |
Technology | 17.880 | 17.141 |
Industrials | 12.280 | 11.794 |
Healthcare | 11.380 | 10.101 |
Consumer Defensive | 8.820 | 7.178 |
Consumer Cyclical | 8.100 | 9.401 |
Energy | 5.740 | 6.413 |
Communication Services | 5.260 | 7.149 |
Basic Materials | 3.770 | 4.820 |
Utilities | 3.380 | 3.729 |
Real Estate | 2.840 | 4.434 |
Number of long holdings: 35
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 18.97 | - | - | |
Desjardins Low Volatility Glbl Eq I | - | 7.37 | - | - | |
Desjardins Global Dividend I | - | 7.15 | - | - | |
Desjardins Global Government Bd Idx I | - | 6.95 | - | - | |
Desjardins Global Equity I | - | 6.60 | - | - | |
Desjardins Low Volatility Canadian Eq I | - | 5.65 | - | - | |
Desjardins Global Corporate Bond I | - | 5.03 | - | - | |
Desjardins Tactical Asset Allocation I | - | 4.95 | - | - | |
Desjardins Canadian Equity Income F | - | 4.22 | - | - | |
Desjardins Global Total Return Bond I | - | 3.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.12B | 1.03 | 7.08 | 4.34 | ||
Balanced Low Volatility Portfolio | 3.54B | 1.49 | 5.78 | 3.26 | ||
Balanced Low Volatility Portfolio C | 3.54B | 1.51 | 5.86 | 3.36 | ||
Balanced Low Volatility Portfolio F | 3.54B | 1.92 | 6.88 | 4.34 | ||
Balanced Low Volatility Portfol R7 | 3.54B | 1.47 | 5.88 | 3.40 |
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