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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.960 | 3.070 | 0.110 |
Shares | 63.250 | 63.250 | 0.000 |
Bonds | 32.760 | 33.780 | 1.020 |
Convertible | 0.440 | 0.440 | 0.000 |
Preferred | 0.420 | 0.420 | 0.000 |
Other | 0.180 | 0.190 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.404 | 16.456 |
Price to Book | 2.264 | 2.284 |
Price to Sales | 1.589 | 1.759 |
Price to Cash Flow | 9.995 | 10.313 |
Dividend Yield | 2.371 | 2.604 |
5 Years Earnings Growth | 9.525 | 9.862 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.490 | 29.450 |
Industrials | 17.040 | 14.158 |
Technology | 12.770 | 10.733 |
Consumer Cyclical | 11.400 | 9.801 |
Energy | 7.930 | 8.536 |
Consumer Defensive | 6.800 | 7.647 |
Healthcare | 4.500 | 6.346 |
Communication Services | 3.960 | 5.543 |
Basic Materials | 3.840 | 5.169 |
Utilities | 3.720 | 3.787 |
Real Estate | 2.540 | 2.156 |
Number of long holdings: 11
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Leith Wheeler Canadian Equity Series A | - | 16.32 | - | - | |
Beutel Goodman Canadian Equity Class I | - | 16.28 | - | - | |
TD Canadian Core Plus Bond - F | - | 13.82 | - | - | |
CI Canadian Bond Class A | - | 13.80 | - | - | |
Manulife Cdn Investment Class Adv | - | 10.23 | - | - | |
EdgePoint Global Portfolio Series A | - | 7.67 | - | - | |
Capital Group Global Equity | - | 7.46 | - | - | |
AGF American Growth F | - | 7.42 | - | - | |
RP Strategic Income Plus Class F | - | 3.51 | - | - | |
Manulife Strategic Income Adv | - | 3.47 | - | - |
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 Balanced Income Portfolio | 184.71M | 7.93 | 2.81 | 4.93 | ||
Meritage Growth Income Portfolio | 87.27M | 8.43 | 3.13 | 4.67 |
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