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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.130 | 24.600 | 22.470 |
Shares | 57.980 | 57.980 | 0.000 |
Bonds | 36.150 | 36.150 | 0.000 |
Convertible | 0.160 | 0.160 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 3.550 | 3.550 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.339 | 17.437 |
Price to Book | 2.722 | 2.720 |
Price to Sales | 2.116 | 1.971 |
Price to Cash Flow | 11.463 | 10.775 |
Dividend Yield | 2.227 | 2.316 |
5 Years Earnings Growth | 9.126 | 9.666 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.080 | 19.542 |
Technology | 20.120 | 17.303 |
Industrials | 13.890 | 12.120 |
Consumer Cyclical | 9.680 | 9.463 |
Healthcare | 8.460 | 9.744 |
Consumer Defensive | 6.090 | 7.168 |
Energy | 5.930 | 6.308 |
Communication Services | 5.780 | 7.087 |
Basic Materials | 3.960 | 5.022 |
Real Estate | 2.630 | 4.168 |
Utilities | 2.380 | 3.594 |
Number of long holdings: 31
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 16.96 | - | - | |
Desjardins Canadian Equity Income F | - | 10.87 | - | - | |
Desjardins Global Equity I | - | 8.48 | - | - | |
Desjardins Global Dividend I | - | 7.11 | - | - | |
Desjardins Global Equity Growth I | - | 5.60 | - | - | |
Desjardins Global Opportunities I | - | 5.48 | - | - | |
Desjardins Tactical Asset Allocation I | - | 4.88 | - | - | |
Desjardins Global Government Bd Idx I | - | 4.45 | - | - | |
Desjardins Dividend Growth I | - | 3.77 | - | - | |
Desjardins Global Corporate Bond I | - | 3.60 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.29B | 2.86 | 9.82 | 4.72 | ||
Balanced Low Volatility Portfolio C | 3.55B | 2.68 | 7.73 | 3.65 | ||
Balanced Low Volatility Portfolio F | 3.55B | 3.18 | 8.77 | 4.63 | ||
Balanced Low Volatility Portfol R5 | 3.55B | 2.64 | 7.94 | 3.70 | ||
Balanced Low Volatility Portfol R7 | 3.55B | 2.62 | 7.74 | 3.69 |
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