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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.420 | 17.750 | 16.330 |
Shares | 54.430 | 54.430 | 0.000 |
Bonds | 34.950 | 41.790 | 6.840 |
Convertible | 0.400 | 0.400 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 8.750 | 8.900 | 0.150 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.752 | 17.544 |
Price to Book | 3.083 | 2.687 |
Price to Sales | 2.182 | 1.895 |
Price to Cash Flow | 13.089 | 11.021 |
Dividend Yield | 1.938 | 2.310 |
5 Years Earnings Growth | 11.897 | 10.832 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.900 | 17.444 |
Financial Services | 19.550 | 18.256 |
Industrials | 15.300 | 12.457 |
Consumer Cyclical | 9.480 | 9.274 |
Healthcare | 8.520 | 10.675 |
Consumer Defensive | 7.620 | 6.961 |
Communication Services | 5.850 | 6.349 |
Energy | 3.970 | 6.845 |
Basic Materials | 3.900 | 5.208 |
Real Estate | 2.070 | 4.346 |
Utilities | 0.860 | 3.867 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NBI US Equity Priv Ptf F CAD | - | 12.86 | - | - | |
NBI Tactical Asset Allocation F | - | 10.01 | - | - | |
NBI Sustainable Canadian Bond ETF | - | 8.08 | - | - | |
NBI Bond A | - | 6.68 | - | - | |
NBI Corporate Bond A | - | 5.96 | - | - | |
NBI Diversified Emerging Mkts Eq Ser Adv | - | 5.41 | - | - | |
NBI Canadian All Cap Equity A | - | 5.27 | - | - | |
NBI Canadian Equity A | - | 5.16 | - | - | |
NBI Canadian Equity Growth A | - | 5.14 | - | - | |
NBI Sustainable Canadian Equity ETF | - | 5.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NBI Moderate Portfolio Investors | 3.42B | 6.99 | 1.31 | - | ||
Meritage Balanced Investment Portfo | 436.42M | 7.92 | 2.12 | 5.07 | ||
Meritage Growth Investment Portfoli | 275.76M | 9.20 | 3.18 | 6.03 | ||
Meritage Balanced Income Portfolio | 184.1M | 7.93 | 2.81 | 4.93 | ||
Meritage Growth Income Portfolio | 87.01M | 8.43 | 3.13 | 4.67 |
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