Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.570 | 26.220 | 24.650 |
Stocks | 39.890 | 39.890 | 0.000 |
Bonds | 44.930 | 44.980 | 0.050 |
Convertible | 0.180 | 0.180 | 0.000 |
Other | 13.410 | 13.410 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.990 | 17.094 |
Price to Book | 2.566 | 2.727 |
Price to Sales | 1.883 | 1.936 |
Price to Cash Flow | 11.012 | 11.029 |
Dividend Yield | 2.456 | 2.284 |
5 Years Earnings Growth | 9.575 | 10.847 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.270 | 17.229 |
Financial Services | 18.850 | 18.563 |
Industrials | 12.560 | 12.262 |
Healthcare | 11.450 | 10.478 |
Consumer Cyclical | 8.600 | 9.353 |
Consumer Defensive | 8.240 | 7.043 |
Energy | 5.370 | 6.507 |
Communication Services | 4.620 | 6.820 |
Utilities | 3.760 | 3.935 |
Basic Materials | 3.200 | 4.943 |
Real Estate | 3.080 | 4.417 |
Number of long holdings: 37
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 23.62 | - | - | |
Desjardins Global Government Bd Idx I | - | 8.37 | - | - | |
Desjardins Global Equity I | - | 8.09 | - | - | |
Desjardins Low Volatility Glbl Eq I | - | 7.30 | - | - | |
Desjardins Global Dividend I | - | 7.07 | - | - | |
Desjardins Low Volatility Canadian Eq I | - | 5.36 | - | - | |
Desjardins Canadian Equity Income F | - | 4.17 | - | - | |
Desjardins Global Total Return Bond I | - | 3.16 | - | - | |
Desjardins Canadian Equity Inc I | - | 2.70 | - | - | |
Desjardins Global Corporate Bond I | - | 2.68 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.32B | 13.35 | 2.25 | 4.88 | ||
Balanced Low Volatility Portfolio | 3.56B | 9.53 | 1.99 | 3.63 | ||
Balanced Low Volatility Portfolio C | 3.56B | 9.62 | 2.07 | 3.74 | ||
Balanced Low Volatility Portfolio F | 3.56B | 10.68 | 3.06 | 4.73 | ||
Balanced Low Volatility Portfol R5 | 3.56B | 9.48 | 2.30 | 3.80 |
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