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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.590 | 1.660 | 0.070 |
Shares | 52.070 | 52.090 | 0.020 |
Bonds | 35.020 | 35.940 | 0.920 |
Convertible | 0.090 | 0.090 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 11.210 | 11.460 | 0.250 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.167 | 17.635 |
Price to Book | 2.567 | 2.752 |
Price to Sales | 2.048 | 2.000 |
Price to Cash Flow | 11.321 | 10.849 |
Dividend Yield | 2.358 | 2.291 |
5 Years Earnings Growth | 9.240 | 9.671 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.170 | 19.565 |
Technology | 19.760 | 17.595 |
Industrials | 13.300 | 12.090 |
Consumer Cyclical | 8.420 | 9.352 |
Healthcare | 7.930 | 9.577 |
Energy | 6.660 | 6.317 |
Communication Services | 6.280 | 7.212 |
Basic Materials | 6.160 | 4.985 |
Consumer Defensive | 5.790 | 7.037 |
Utilities | 2.670 | 3.641 |
Real Estate | 1.850 | 4.153 |
Number of long holdings: 36
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO S&P 500 ETF (CAD) | - | 19.14 | - | - | |
BMO S&P/TSX Capped Composite ETF | - | 15.26 | - | - | |
BMO Aggregate Bond ETF | - | 10.50 | - | - | |
BMO Global Equity 2 Acc | GB00B5W83K78 | 9.77 | - | - | |
BMO MSCI EAFE ETF | - | 9.66 | - | - | |
BMO Mid-Term US IG Corp Bond ETF (CAD) | - | 8.40 | - | - | |
BMO Core Plus Bond ETF | - | 5.85 | - | - | |
BMO Short Corporate Bond ETF | - | 3.32 | - | - | |
BMO MSCI Emerging Markets ETF | - | 3.00 | - | - | |
BMO MSCI Europe Hi Qual Hdgd to CAD ETF | - | 2.49 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Balanced ETF Portfolio Advisor | 11.53B | 4.72 | 8.81 | 4.94 | ||
BMO Balanced ETF Portfolio F | 11.53B | 5.42 | 10.02 | 6.12 | ||
BMO Balanced ETF Portfolio T6 | 11.53B | 4.75 | 8.82 | 4.96 | ||
BMO Monthly Income A | 7.13B | 4.77 | 7.39 | 5.17 | ||
BMO Monthly Income F | 7.13B | 5.32 | 8.35 | 6.10 |
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