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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 17.500 | 17.630 | 0.130 |
Shares | 82.270 | 86.070 | 3.800 |
Bonds | 0.020 | 0.020 | 0.000 |
Other | 0.220 | 0.320 | 0.100 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.135 | 16.564 |
Price to Book | 1.602 | 2.423 |
Price to Sales | 1.166 | 1.701 |
Price to Cash Flow | 6.544 | 10.368 |
Dividend Yield | 5.321 | 2.649 |
5 Years Earnings Growth | 7.428 | 10.462 |
Name | Net % | Category Average |
---|---|---|
Utilities | 16.290 | 3.939 |
Energy | 16.180 | 10.411 |
Financial Services | 13.790 | 22.426 |
Healthcare | 8.900 | 7.812 |
Technology | 8.850 | 15.109 |
Industrials | 8.360 | 12.527 |
Communication Services | 7.800 | 5.625 |
Consumer Defensive | 6.290 | 6.250 |
Basic Materials | 6.210 | 4.071 |
Consumer Cyclical | 6.130 | 9.053 |
Real Estate | 1.190 | 4.767 |
Number of long holdings: 14
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO Europe High Dividend Cov Call ETF | - | 28.62 | - | - | |
BMO Covered Call Utilities ETF | - | 20.18 | - | - | |
WisdomTree Emerging Markets High Dividend | US97717W3152 | 14.88 | 43.28 | +0.30% | |
WisdomTree Emerging Markets SmallCap Dividend | US97717W2816 | 11.62 | 51.68 | +0.43% | |
Bmo Cad Hi Div Cov Call Etf Etp | - | 11.05 | - | - | |
BMO Premium Yield ETF | - | 10.45 | - | - | |
BMO Covered Call Energy ETF | - | 3.55 | - | - | |
BMO Covered Call Health Care ETF | - | 1.11 | - | - | |
BMO Covered Call Canadian Banks ETF | - | 0.73 | - | - | |
Option on S&P 500 Index Dec24 | - | 0.47 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Balanced ETF Portfolio A | 9.07B | 5.31 | 2.72 | 4.88 | ||
BMO Balanced ETF Portfolio Advisor | 9.07B | 5.31 | 2.72 | 4.88 | ||
BMO Balanced ETF Portfolio F | 9.07B | 5.79 | 3.86 | 6.05 | ||
BMO Balanced ETF Portfolio T6 | 9.07B | 5.31 | 2.72 | 4.89 | ||
BMO Monthly Income F | 5.56B | 3.23 | 3.35 | 5.83 |
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