Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.040 | 1.040 | 0.000 |
Stocks | 35.380 | 35.380 | 0.000 |
Bonds | 62.630 | 62.630 | 0.000 |
Convertible | 0.540 | 0.540 | 0.000 |
Preferred | 0.400 | 0.400 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.179 | 15.744 |
Price to Book | 2.473 | 2.236 |
Price to Sales | 1.667 | 1.752 |
Price to Cash Flow | 11.215 | 9.538 |
Dividend Yield | 2.387 | 2.737 |
5 Years Earnings Growth | 10.045 | 9.895 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.090 | 22.714 |
Industrials | 18.630 | 12.571 |
Technology | 12.210 | 13.318 |
Healthcare | 10.430 | 6.673 |
Consumer Cyclical | 9.360 | 8.373 |
Energy | 6.410 | 10.447 |
Consumer Defensive | 5.870 | 6.575 |
Basic Materials | 5.230 | 6.088 |
Communication Services | 3.610 | 5.297 |
Utilities | 2.190 | 4.996 |
Real Estate | 1.960 | 3.033 |
Number of long holdings: 494
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mawer International Equity Series O | - | 6.75 | - | - | |
BMO Government Bond ETF | - | 6.53 | - | - | |
Canada (Government of) 1.5% | - | 4.66 | - | - | |
Mawer Canadian Equity Series O | - | 3.63 | - | - | |
BMO MSCI EAFE ETF | - | 3.57 | - | - | |
Canada (Government of) 0.5% | - | 3.09 | - | - | |
BMO S&P 500 ETF (CAD) | - | 1.93 | - | - | |
Nestle Holdings, Inc. 2.192% | - | 1.67 | - | - | |
Canadian Commercial Mortgage Origination Trust 6 4.57272% | - | 1.64 | - | - | |
Air Canada 4.625% | - | 1.52 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Compass Conservative Balanced Portf | 6.1B | 7.99 | 2.58 | 4.88 | ||
Compass Conservative Portfolio F1 | 1.88B | 7.33 | 2.93 | 5.13 |
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