Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 2.450 | 26.830 | 24.380 |
| Shares | 59.160 | 59.160 | 0.000 |
| Bonds | 34.740 | 34.750 | 0.010 |
| Convertible | 0.090 | 0.090 | 0.000 |
| Preferred | 0.040 | 0.040 | 0.000 |
| Other | 3.530 | 3.530 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 19.044 | 18.015 |
| Price to Book | 2.821 | 2.832 |
| Price to Sales | 2.197 | 2.064 |
| Price to Cash Flow | 11.917 | 11.030 |
| Dividend Yield | 2.086 | 2.235 |
| 5 Years Earnings Growth | 9.659 | 9.623 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 21.370 | 19.428 |
| Technology | 20.980 | 18.067 |
| Industrials | 12.990 | 12.255 |
| Consumer Cyclical | 9.080 | 9.243 |
| Healthcare | 8.140 | 9.461 |
| Communication Services | 6.160 | 7.496 |
| Consumer Defensive | 6.130 | 6.813 |
| Energy | 5.780 | 6.178 |
| Basic Materials | 4.350 | 4.950 |
| Real Estate | 2.750 | 4.132 |
| Utilities | 2.270 | 3.556 |
Number of long holdings: 31
Number of short holdings: 2
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Desjardins Can Bond I | - | 16.11 | - | - | |
| Desjardins Canadian Equity Income F | - | 11.16 | - | - | |
| Desjardins Global Equity I | - | 8.58 | - | - | |
| Desjardins Global Dividend I | - | 7.32 | - | - | |
| Desjardins Global Equity Growth I | - | 5.93 | - | - | |
| Desjardins Global Opportunities I | - | 5.64 | - | - | |
| Desjardins Tactical Asset Allocation I | - | 4.87 | - | - | |
| Desjardins Global Government Bd Idx I | - | 4.19 | - | - | |
| Desjardins Global Corporate Bond I | - | 3.50 | - | - | |
| Desjardins Dividend Growth I | - | 3.15 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Melodia Balanced Growth Portfolio | 7.49B | 7.66 | 11.98 | 5.60 | ||
| SocieTerra Balanced Portfolio | 3.31B | 5.82 | 9.17 | 4.23 | ||
| SocieTerra Balanced Portfolio C | 3.31B | 5.88 | 9.26 | 4.33 | ||
| SocieTerra Balanced Portfolio F | 3.31B | 6.81 | 10.56 | 5.44 | ||
| SocieTerra Balanced Portfolio R5 | 3.31B | 5.85 | 9.21 | 4.31 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review