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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.940 | 5.090 | 2.150 |
Shares | 63.320 | 63.320 | 0.000 |
Bonds | 32.870 | 33.900 | 1.030 |
Convertible | 0.440 | 0.440 | 0.000 |
Preferred | 0.430 | 0.430 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.828 | 16.456 |
Price to Book | 2.225 | 2.284 |
Price to Sales | 1.699 | 1.759 |
Price to Cash Flow | 9.637 | 10.313 |
Dividend Yield | 3.009 | 2.604 |
5 Years Earnings Growth | 9.144 | 9.862 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 30.700 | 29.450 |
Industrials | 14.500 | 14.158 |
Energy | 11.270 | 8.536 |
Technology | 8.530 | 10.733 |
Consumer Cyclical | 7.580 | 9.801 |
Consumer Defensive | 6.780 | 7.647 |
Healthcare | 5.870 | 6.346 |
Communication Services | 4.920 | 5.543 |
Basic Materials | 4.250 | 5.169 |
Utilities | 3.610 | 3.787 |
Real Estate | 1.970 | 2.156 |
Number of long holdings: 10
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
RBC Canadian Dividend Fund A | - | 20.45 | - | - | |
BMO Dividend Series I | - | 14.18 | - | - | |
Beutel Goodman Canadian Dividend | - | 14.18 | - | - | |
CI Canadian Bond Class A | - | 13.78 | - | - | |
TD Canadian Core Plus Bond - F | - | 13.76 | - | - | |
EdgePoint Global Portfolio Series A | - | 5.76 | - | - | |
Capital Group Global Equity | - | 5.70 | - | - | |
AGF American Growth F | - | 5.45 | - | - | |
RP Strategic Income Plus Class F | - | 3.56 | - | - | |
Manulife Strategic Income Adv | - | 3.49 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NBI Balanced Portfolio Investors | 5.53B | 8.48 | 2.32 | - | ||
NBI Moderate Portfolio Investors | 3.43B | 6.99 | 1.31 | - | ||
Meritage Balanced Investment Portfo | 437.62M | 7.92 | 2.12 | 5.07 | ||
Meritage Growth Investment Portfoli | 277.57M | 9.20 | 3.18 | 6.03 | ||
Meritage Balanced Income Portfolio | 184.71M | 7.93 | 2.81 | 4.93 |
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