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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.210 | 2.500 | 0.290 |
Shares | 78.670 | 78.680 | 0.010 |
Bonds | 18.770 | 19.050 | 0.280 |
Convertible | 0.250 | 0.250 | 0.000 |
Preferred | 0.270 | 0.270 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.432 | 17.870 |
Price to Book | 2.477 | 2.544 |
Price to Sales | 2.178 | 2.024 |
Price to Cash Flow | 10.104 | 11.106 |
Dividend Yield | 2.788 | 2.424 |
5 Years Earnings Growth | 8.891 | 9.333 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 33.120 | 30.440 |
Industrials | 13.660 | 15.149 |
Technology | 10.670 | 12.045 |
Energy | 9.750 | 8.205 |
Consumer Defensive | 7.160 | 6.531 |
Consumer Cyclical | 5.910 | 9.296 |
Communication Services | 5.360 | 4.771 |
Healthcare | 5.280 | 6.150 |
Basic Materials | 4.180 | 5.190 |
Utilities | 3.680 | 3.621 |
Real Estate | 1.220 | 2.396 |
Number of long holdings: 13
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Beutel Goodman Canadian Dividend Fund | - | 18.87 | - | - | |
BMO Dividend Series I | - | 18.76 | - | - | |
RBC Canadian Dividend Fund A | - | 18.74 | - | - | |
CI Canadian Bond Class A | - | 7.03 | - | - | |
TD Canadian Core Plus Bond - F | - | 6.86 | - | - | |
TD Global Equity Focused F | - | 5.46 | - | - | |
Capital Group Global Equity | - | 5.41 | - | - | |
Sun Life MFS Global Growth A | - | 5.39 | - | - | |
AGF American Growth Series O | - | 3.82 | - | - | |
Manulife Strategic Income Adv | - | 3.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NBI Balanced Portfolio Investors | 5.82B | 4.62 | 8.64 | - | ||
NBI Moderate Portfolio Investors | 3.61B | 3.69 | 7.05 | - | ||
Meritage Balanced Investment Portfo | 368.34M | 5.92 | 8.44 | 5.42 | ||
Meritage Growth Investment Portfoli | 226.5M | 7.00 | 9.82 | 6.51 | ||
Meritage Balanced Income Portfolio | 166.31M | 5.48 | 7.66 | 5.35 |
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