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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.730 | 1.770 | 0.040 |
Shares | 34.170 | 34.170 | 0.000 |
Bonds | 63.790 | 63.790 | 0.000 |
Convertible | 0.210 | 0.210 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.320 | 16.129 |
Price to Book | 2.565 | 2.278 |
Price to Sales | 2.174 | 1.849 |
Price to Cash Flow | 10.973 | 9.630 |
Dividend Yield | 2.380 | 2.741 |
5 Years Earnings Growth | 8.813 | 9.280 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.140 | 23.772 |
Technology | 16.860 | 13.258 |
Energy | 12.000 | 10.338 |
Industrials | 11.620 | 12.410 |
Basic Materials | 8.100 | 6.149 |
Consumer Cyclical | 6.800 | 8.138 |
Consumer Defensive | 5.740 | 6.993 |
Healthcare | 4.790 | 5.977 |
Communication Services | 4.150 | 5.364 |
Utilities | 3.300 | 4.707 |
Real Estate | 1.510 | 2.974 |
Number of long holdings: 5
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CL Canadian Bond (Fidelity) | - | 65.00 | - | - | |
CL Cdn Disciplined Eq (Fidelity) | - | 15.75 | - | - | |
CL Global Disciplined Equity (Fidelity) | - | 10.50 | - | - | |
CL Can Large Cap Eq Index (GWLIM) | - | 5.25 | - | - | |
CL US Equity Index (GWLIM) | - | 3.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CAN Mod Alloc PSG 75 100 PS1 | 762.59M | 1.87 | 6.80 | 2.76 | ||
CAN Mod Alloc PSG 75 75 PS1 | 762.59M | 1.93 | 6.92 | 2.88 | ||
CAN Core Plus Bond Portico 75 100 | 226.67M | 0.61 | 3.47 | 0.77 | ||
CAN Core Plus Bond Portico 75 75 | 226.67M | 0.64 | 3.53 | 0.82 | ||
CAN Income M 100 100 | 224.21M | 3.05 | 5.96 | 2.82 |
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