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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.940 | 3.260 | 0.320 |
Shares | 57.840 | 57.840 | 0.000 |
Bonds | 37.890 | 38.430 | 0.540 |
Convertible | 0.220 | 0.220 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 1.060 | 1.570 | 0.510 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.314 | 17.171 |
Price to Book | 2.661 | 2.730 |
Price to Sales | 1.908 | 1.937 |
Price to Cash Flow | 10.112 | 10.944 |
Dividend Yield | 2.378 | 2.312 |
5 Years Earnings Growth | 10.458 | 10.204 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.530 | 17.404 |
Financial Services | 21.230 | 19.122 |
Industrials | 11.720 | 11.888 |
Consumer Cyclical | 8.990 | 9.389 |
Healthcare | 8.770 | 10.213 |
Energy | 7.740 | 6.440 |
Communication Services | 5.860 | 7.169 |
Basic Materials | 5.490 | 4.772 |
Consumer Defensive | 4.170 | 6.988 |
Utilities | 2.460 | 3.724 |
Real Estate | 2.030 | 4.406 |
Number of long holdings: 17
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CIBC US Equity | - | 13.92 | - | - | |
CIBC Canadian Bond | - | 13.90 | - | - | |
CIBC Canadian Equity Value Cl O | - | 8.14 | - | - | |
Renaissance Canadian Growth Class O | - | 8.11 | - | - | |
CIBC U.S. Index Cl O | - | 8.07 | - | - | |
CIBC International Equity Cl O | - | 7.87 | - | - | |
Renaissance U.S. Dollar Corp Bond A | - | 7.48 | - | - | |
Renaissance Floating Rate Income O | - | 4.94 | - | - | |
Renaissance Canadian High Yld Bond Cl O | - | 4.94 | - | - | |
CIBC European Equity | - | 4.60 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CIBC Managed Balanced Portfolio T4 | 193.96M | 0.00 | 4.42 | 4.54 | ||
CIBC Managed Balanced Portfolio T8 | 193.96M | 0.03 | 4.53 | 4.60 | ||
CIBC Managed Balanced Portfolio T6 | 193.96M | 0.03 | 4.48 | 4.53 |
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