
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.030 | 2.430 | 0.400 |
Shares | 58.370 | 58.370 | 0.000 |
Bonds | 30.020 | 30.040 | 0.020 |
Convertible | 3.460 | 3.460 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 6.100 | 6.160 | 0.060 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.704 | 18.100 |
Price to Book | 2.410 | 2.494 |
Price to Sales | 1.946 | 2.041 |
Price to Cash Flow | 10.039 | 10.787 |
Dividend Yield | 2.104 | 2.400 |
5 Years Earnings Growth | 11.568 | 9.574 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.810 | 26.277 |
Technology | 15.500 | 14.010 |
Industrials | 12.010 | 14.231 |
Consumer Cyclical | 10.610 | 7.454 |
Healthcare | 9.540 | 4.159 |
Communication Services | 8.150 | 5.236 |
Consumer Defensive | 7.670 | 6.700 |
Real Estate | 5.780 | 2.713 |
Basic Materials | 4.910 | 8.002 |
Energy | 3.860 | 9.126 |
Utilities | 3.170 | 3.064 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Fin'l BlackRock US Eq Index | - | 14.39 | - | - | |
Desjardins Fin'l CC&L Bond | - | 7.84 | - | - | |
Desjardins Fin'l AlphaFixe Bond | - | 7.82 | - | - | |
Desjardins Fin'l DGIA Bond | - | 7.82 | - | - | |
Desjardins fin'l Desjardins Glb Bd (LO) | - | 7.69 | - | - | |
Desjardins fin'l CC&L Canadian Eq Grth | - | 5.99 | - | - | |
BlackRock CDN MSCI EAFE Equity Index D | - | 5.65 | - | - | |
Desjardins Fin'l Multi-Mgr Priv Crdt | - | 5.05 | - | - | |
Desjardins Fin'l FT Global Real Asset | - | 4.73 | - | - | |
Desjardins fin'l Mondrian Global Equity | - | 3.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFS GIF Canadian Balanced Fidel 5 | 576M | 4.67 | 7.46 | 4.02 | ||
DFS GIF Canadian Balanced Fidel 6 | 576M | 4.87 | 7.74 | 4.22 | ||
DFS GIF Canadian Balanced Fidel 7 | 576M | 5.27 | 8.36 | 4.80 | ||
Finl BlackRock LifePath 2055 Index | 324.99M | 6.93 | 15.63 | - | ||
DFS GIF Global Balanced Jarislowsky | 187.29M | 2.80 | 8.86 | 3.99 |
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