
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.670 | 6.440 | 3.770 |
Shares | 64.430 | 64.430 | 0.000 |
Bonds | 23.310 | 24.160 | 0.850 |
Convertible | 0.370 | 0.370 | 0.000 |
Preferred | 0.330 | 0.330 | 0.000 |
Other | 8.900 | 9.130 | 0.230 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.583 | 16.891 |
Price to Book | 2.261 | 2.446 |
Price to Sales | 1.883 | 1.896 |
Price to Cash Flow | 9.096 | 10.820 |
Dividend Yield | 3.096 | 2.477 |
5 Years Earnings Growth | 8.620 | 9.459 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 34.220 | 30.578 |
Industrials | 12.320 | 14.469 |
Energy | 11.250 | 8.443 |
Technology | 8.440 | 11.805 |
Consumer Cyclical | 6.440 | 9.353 |
Consumer Defensive | 6.430 | 6.549 |
Healthcare | 5.970 | 6.586 |
Communication Services | 5.030 | 4.863 |
Basic Materials | 4.580 | 4.789 |
Utilities | 4.180 | 3.778 |
Real Estate | 1.150 | 2.427 |
Number of long holdings: 13
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO Dividend Series I | - | 17.78 | - | - | |
RBC Canadian Dividend Fund A | - | 17.70 | - | - | |
Beutel Goodman Canadian Dividend Fund | - | 17.61 | - | - | |
CI Canadian Bond Class A | - | 8.80 | - | - | |
TD Canadian Core Plus Bond - F | - | 8.73 | - | - | |
Sun Life Mfs Global Growth Fundá | - | 4.94 | - | - | |
Capital Group Global Equity | - | 4.89 | - | - | |
TD Global Equity Focused F | - | 4.79 | - | - | |
Manulife Strategic Income Adv | - | 3.85 | - | - | |
RP Strategic Income Plus Class F | - | 3.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NBI Balanced Portfolio Investors | 5.47B | 0.00 | 5.03 | - | ||
NBI Moderate Portfolio Investors | 3.42B | 0.24 | 4.03 | - | ||
Meritage Balanced Investment Portfo | 361.4M | 0.59 | 4.75 | 4.97 | ||
Meritage Growth Investment Portfoli | 243.14M | 0.20 | 5.26 | 5.97 | ||
Meritage Balanced Income Portfolio | 165.61M | 1.25 | 4.68 | 4.95 |
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