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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.410 | 1.680 | 0.270 |
Shares | 34.760 | 34.760 | 0.000 |
Bonds | 62.580 | 62.600 | 0.020 |
Convertible | 0.530 | 0.530 | 0.000 |
Preferred | 0.620 | 0.620 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.665 | 15.805 |
Price to Book | 2.183 | 2.221 |
Price to Sales | 1.749 | 1.734 |
Price to Cash Flow | 9.689 | 9.512 |
Dividend Yield | 2.728 | 2.760 |
5 Years Earnings Growth | 10.348 | 10.138 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.940 | 22.612 |
Industrials | 14.200 | 12.667 |
Technology | 14.100 | 13.279 |
Energy | 10.670 | 10.603 |
Consumer Cyclical | 8.660 | 8.381 |
Consumer Defensive | 6.960 | 6.528 |
Utilities | 6.370 | 4.965 |
Healthcare | 5.670 | 6.680 |
Communication Services | 5.150 | 5.304 |
Basic Materials | 4.910 | 6.086 |
Real Estate | 1.380 | 2.981 |
Number of long holdings: 5
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
LL Fixed Income (FT) | - | 65.00 | - | - | |
CL Canadian Equity (Bissett) | - | 15.75 | - | - | |
LL Global Equity (Templeton) | - | 10.50 | - | - | |
LL Can Large Cap Eq Index (GWLIM) | - | 5.25 | - | - | |
LL US Equity Index (GWLIM) | - | 3.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LON Corporate Bond Portico 75 100 | 815.94M | 5.14 | 0.07 | 1.43 | ||
LON Corporate Bond Portico 75 75 | 815.94M | 5.23 | 0.18 | 1.55 | ||
LON Core Plus Bond Portico 75 100 | 754.74M | 3.91 | -1.08 | 1.01 | ||
LON Core Plus Bond Portico 75 75 | 754.74M | 3.95 | -1.02 | 1.07 | ||
LON Real Rt Bd Port 100 100 PS1 | 673.17M | 1.95 | -3.20 | -0.04 |
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