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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.920 | 4.920 | 0.000 |
Stocks | 95.480 | 95.480 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.290 | 18.770 |
Price to Book | 4.555 | 3.223 |
Price to Sales | 2.877 | 2.274 |
Price to Cash Flow | 18.445 | 12.647 |
Dividend Yield | 1.185 | 1.992 |
5 Years Earnings Growth | 13.601 | 11.567 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.590 | 20.308 |
Financial Services | 20.170 | 16.284 |
Industrials | 15.820 | 13.920 |
Healthcare | 14.400 | 14.183 |
Consumer Defensive | 10.540 | 9.040 |
Consumer Cyclical | 6.610 | 11.018 |
Communication Services | 6.380 | 8.829 |
Real Estate | 3.270 | 2.394 |
Basic Materials | 2.220 | 4.197 |
Number of long holdings: 49
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.62 | 250.42 | -0.71% | |
NVIDIA | US67066G1040 | 3.80 | 134.29 | -2.33% | |
Walmart | US9311421039 | 3.56 | 90.35 | -0.24% | |
Costco | US22160K1051 | 3.38 | 916.27 | -0.64% | |
Eli Lilly | US5324571083 | 3.26 | 772.00 | -0.24% | |
Berkshire Hathaway B | US0846707026 | 3.24 | 453.28 | +0.25% | |
JPMorgan | US46625H1005 | 3.11 | 239.71 | +0.16% | |
GE Aerospace | US3696043013 | 3.01 | 166.79 | -0.78% | |
TJX | US8725401090 | 2.90 | 120.81 | -0.23% | |
Progressive | US7433151039 | 2.45 | 239.61 | +0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dynamic Global Dividend CAD | 5.26B | 25.76 | 3.27 | 10.16 | ||
Dynamic Global Dividend Fund IT | 5.26B | 28.21 | 5.46 | 12.60 | ||
Dynamic Global Dividend Sr F CAD | 5.26B | 27.04 | 4.41 | 11.44 | ||
Dynamic Global Dividend Series FT | 5.26B | 27.05 | 4.42 | 11.44 | ||
Dynamic Global Dividend Sers I CAD | 5.26B | 28.20 | 5.45 | 12.59 |
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