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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.880 | 4.470 | 1.590 |
Shares | 60.530 | 60.530 | 0.000 |
Bonds | 28.610 | 28.610 | 0.000 |
Convertible | 1.850 | 1.850 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 6.060 | 6.080 | 0.020 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.647 | 17.817 |
Price to Book | 2.499 | 2.590 |
Price to Sales | 2.034 | 2.207 |
Price to Cash Flow | 10.457 | 11.295 |
Dividend Yield | 1.911 | 2.221 |
5 Years Earnings Growth | 12.445 | 10.236 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.790 | 21.524 |
Technology | 19.410 | 17.486 |
Industrials | 11.500 | 12.399 |
Consumer Cyclical | 11.130 | 8.940 |
Healthcare | 8.030 | 7.876 |
Communication Services | 7.390 | 7.258 |
Basic Materials | 6.780 | 5.748 |
Consumer Defensive | 5.830 | 6.244 |
Energy | 4.600 | 5.635 |
Utilities | 1.980 | 2.820 |
Real Estate | 1.550 | 4.075 |
Number of long holdings: 2
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity ClearPath 2030 Portfolio Sr O | - | 100.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFS GIF Canadian Balanced Fidel 5 | 576M | 3.74 | 8.61 | 4.28 | ||
DFS GIF Canadian Balanced Fidel 6 | 576M | 3.92 | 8.87 | 4.49 | ||
DFS GIF Canadian Balanced Fidel 7 | 576M | 4.26 | 9.52 | 5.06 | ||
Finl BlackRock LifePath 2055 Index | 316.2M | 4.84 | 17.13 | - | ||
DFS GIF Global Balanced Jarislowsky | 187.29M | 2.47 | 10.84 | 4.31 |
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