Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.730 | 23.550 | 21.820 |
Shares | 56.690 | 56.690 | 0.000 |
Bonds | 37.810 | 37.840 | 0.030 |
Convertible | 0.200 | 0.200 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 3.530 | 3.530 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.245 | 17.525 |
Price to Book | 2.608 | 2.705 |
Price to Sales | 1.901 | 1.931 |
Price to Cash Flow | 10.947 | 11.060 |
Dividend Yield | 2.121 | 2.286 |
5 Years Earnings Growth | 10.350 | 10.984 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.700 | 18.263 |
Technology | 18.590 | 17.254 |
Industrials | 13.990 | 12.452 |
Healthcare | 10.730 | 10.824 |
Consumer Cyclical | 10.650 | 9.228 |
Communication Services | 6.320 | 6.533 |
Consumer Defensive | 5.540 | 6.921 |
Energy | 5.450 | 6.773 |
Basic Materials | 4.450 | 5.098 |
Real Estate | 3.430 | 4.482 |
Utilities | 2.150 | 3.871 |
Number of long holdings: 33
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 18.12 | - | - | |
Desjardins Canadian Equity Income F | - | 11.92 | - | - | |
Desjardins Global Equity I | - | 8.84 | - | - | |
Desjardins Global Equity Growth I | - | 8.32 | - | - | |
Desjardins Global Dividend I | - | 7.21 | - | - | |
Desjardins Global Government Bd Idx I | - | 6.52 | - | - | |
Desjardins Global Small Cap Eq I | - | 4.82 | - | - | |
Desjardins Dividend Growth I | - | 3.43 | - | - | |
Desjardins Enhanced Bond I | - | 3.36 | - | - | |
Desjardins American Equity Growth I | - | 3.25 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.39B | 10.73 | 2.19 | 4.75 | ||
Balanced Low Volatility Portfolio | 3.56B | 8.91 | 2.66 | 3.68 | ||
Balanced Low Volatility Portfolio C | 3.56B | 8.97 | 2.74 | 3.79 | ||
Balanced Low Volatility Portfolio F | 3.56B | 9.75 | 3.73 | 4.77 | ||
Balanced Low Volatility Portfol R5 | 3.56B | 8.87 | 2.98 | - |
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