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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.470 | 35.360 | 32.890 |
Shares | 35.460 | 35.480 | 0.020 |
Bonds | 55.270 | 55.380 | 0.110 |
Convertible | 0.120 | 0.120 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 6.660 | 6.660 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.085 | 16.770 |
Price to Book | 2.665 | 2.380 |
Price to Sales | 2.038 | 1.792 |
Price to Cash Flow | 10.973 | 10.027 |
Dividend Yield | 2.448 | 2.604 |
5 Years Earnings Growth | 8.588 | 9.182 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.000 | 21.241 |
Technology | 20.420 | 16.228 |
Industrials | 13.210 | 12.114 |
Healthcare | 10.380 | 7.662 |
Consumer Defensive | 8.260 | 7.382 |
Consumer Cyclical | 7.590 | 8.499 |
Energy | 5.290 | 7.586 |
Communication Services | 5.110 | 6.567 |
Utilities | 3.200 | 4.010 |
Basic Materials | 3.010 | 5.505 |
Real Estate | 2.520 | 3.375 |
Number of long holdings: 27
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 25.25 | - | - | |
Desjardins Global Government Bd Idx I | - | 9.95 | - | - | |
Desjardins Canadian Equity Inc I | - | 8.44 | - | - | |
Desjardins Global Dividend I | - | 8.43 | - | - | |
Desjardins Global Equity I | - | 8.43 | - | - | |
Desjardins Global Total Return Bond I | - | 5.42 | - | - | |
Desjardins Global Balanced Strat Inc I | - | 4.98 | - | - | |
Desjardins Canadian Corporate Bond I | - | 4.27 | - | - | |
Fiera Comox Private Credit Opportunities Open-End Fund, Class J | - | 3.89 | - | - | |
Desjardins Enhanced Bond I | - | 3.26 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.3B | 3.47 | 8.31 | 4.60 | ||
Balanced Low Volatility Portfolio | 3.52B | 3.35 | 6.52 | 3.42 | ||
Balanced Low Volatility Portfolio C | 3.52B | 3.38 | 6.61 | 3.53 | ||
Balanced Low Volatility Portfolio F | 3.52B | 3.97 | 7.64 | 4.51 | ||
Balanced Low Volatility Portfol R5 | 3.52B | 3.35 | 6.82 | 3.58 |
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