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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.410 | 42.570 | 40.160 |
Stocks | 34.450 | 34.450 | 0.000 |
Bonds | 54.390 | 54.480 | 0.090 |
Convertible | 0.230 | 0.230 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 8.470 | 8.470 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.240 | 15.920 |
Price to Book | 2.430 | 2.316 |
Price to Sales | 1.701 | 1.580 |
Price to Cash Flow | 10.459 | 9.679 |
Dividend Yield | 2.638 | 2.652 |
5 Years Earnings Growth | 9.367 | 9.887 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.340 | 18.760 |
Technology | 16.380 | 16.351 |
Industrials | 15.750 | 12.772 |
Healthcare | 12.480 | 9.244 |
Consumer Defensive | 8.700 | 7.185 |
Consumer Cyclical | 8.190 | 8.691 |
Energy | 6.050 | 7.980 |
Communication Services | 5.010 | 6.076 |
Basic Materials | 3.270 | 5.478 |
Utilities | 2.950 | 4.020 |
Real Estate | 2.880 | 4.038 |
Number of long holdings: 23
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 25.75 | - | - | |
Desjardins Global Government Bd Idx I | - | 10.99 | - | - | |
Desjardins Global Equity I | - | 8.44 | - | - | |
Desjardins Global Dividend I | - | 8.09 | - | - | |
Desjardins Canadian Equity Inc I | - | 7.63 | - | - | |
Desjardins Global Total Return Bond I | - | 5.89 | - | - | |
Desjardins Global Balanced Strat Inc I | - | 5.39 | - | - | |
Desjardins Global Corporate Bond I | - | 4.13 | - | - | |
Fiera Comox Private Credit Opportunities Open-End Fund, Class J | - | 3.54 | - | - | |
Desjardins Enhanced Bond I | - | 3.38 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.27B | 2.27 | -0.01 | 4.10 | ||
Balanced Low Volatility Portfolio | 3.44B | 1.35 | 0.93 | 3.08 | ||
Balanced Low Volatility Portfolio C | 3.44B | 1.37 | 1.02 | 3.19 | ||
Balanced Low Volatility Portfolio F | 3.44B | 1.69 | 1.99 | 4.16 | ||
Balanced Low Volatility Portfol R5 | 3.44B | 1.30 | 1.28 | - |
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