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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.680 | 1.760 | 0.080 |
Shares | 55.720 | 55.740 | 0.020 |
Bonds | 35.690 | 35.790 | 0.100 |
Convertible | 0.080 | 0.080 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 6.810 | 7.130 | 0.320 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.304 | 17.168 |
Price to Book | 2.378 | 2.683 |
Price to Sales | 1.917 | 1.945 |
Price to Cash Flow | 10.816 | 10.698 |
Dividend Yield | 2.491 | 2.345 |
5 Years Earnings Growth | 9.133 | 9.817 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.100 | 19.397 |
Technology | 17.870 | 17.103 |
Industrials | 12.170 | 12.004 |
Healthcare | 8.820 | 10.002 |
Consumer Cyclical | 8.760 | 9.389 |
Energy | 6.690 | 6.374 |
Consumer Defensive | 6.330 | 7.180 |
Basic Materials | 6.290 | 4.876 |
Communication Services | 6.030 | 7.116 |
Utilities | 2.850 | 3.652 |
Real Estate | 2.090 | 4.381 |
Number of long holdings: 43
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO S&P 500 ETF (CAD) | - | 19.92 | - | - | |
BMO S&P/TSX Capped Composite ETF | - | 15.33 | - | - | |
BMO MSCI EAFE ETF | - | 11.89 | - | - | |
BMO Aggregate Bond ETF | - | 11.11 | - | - | |
BMO Mid-Term US IG Corp Bond ETF (CAD) | - | 8.57 | - | - | |
BMO Core Plus Bond ETF | - | 5.65 | - | - | |
BMO Global Equity 2 Acc | GB00B5W83K78 | 4.68 | - | - | |
BMO Short Corporate Bond ETF | - | 2.99 | - | - | |
BMO MSCI Europe Hi Qual Hdgd to CAD ETF | - | 2.75 | - | - | |
BMO Emerging Markets Bd Hdgd to CAD ETF | - | 2.46 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Balanced ETF Portfolio F | 10.8B | 2.27 | 8.44 | 5.85 | ||
BMO Balanced ETF Portfolio T6 | 10.8B | 1.80 | 7.25 | 4.69 | ||
BMO Balanced ETF Portfolio Advisor | 10.8B | 1.78 | 7.25 | 4.68 | ||
BMO Monthly Income A | 6.68B | 3.52 | 6.44 | 5.12 | ||
BMO Monthly Income F | 6.68B | 3.90 | 7.39 | 6.04 |
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