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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.300 | 21.550 | 19.250 |
Stocks | 52.040 | 52.040 | 0.000 |
Bonds | 34.160 | 34.250 | 0.090 |
Convertible | 0.160 | 0.160 | 0.000 |
Other | 11.340 | 11.340 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.590 | 17.152 |
Price to Book | 2.660 | 2.718 |
Price to Sales | 2.098 | 1.930 |
Price to Cash Flow | 11.466 | 10.982 |
Dividend Yield | 2.286 | 2.290 |
5 Years Earnings Growth | 9.825 | 10.798 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.880 | 18.575 |
Technology | 18.840 | 17.032 |
Industrials | 12.180 | 12.291 |
Healthcare | 9.840 | 10.605 |
Consumer Cyclical | 9.200 | 9.381 |
Energy | 6.750 | 6.500 |
Consumer Defensive | 5.970 | 7.061 |
Communication Services | 5.670 | 6.647 |
Real Estate | 3.340 | 4.418 |
Basic Materials | 3.320 | 5.040 |
Utilities | 3.010 | 3.978 |
Number of long holdings: 25
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 15.30 | - | - | |
Desjardins American Equity Growth I | - | 11.91 | - | - | |
Desjardins Canadian Equity Income F | - | 11.75 | - | - | |
Desjardins American Eq Value I | - | 10.28 | - | - | |
Desjardins Global Small Cap Eq I | - | 6.25 | - | - | |
Desjardins Global Opportunities Fund, I-Class | - | 5.62 | - | - | |
Desjardins Global Government Bd Idx I | - | 4.72 | - | - | |
Desjardins Overseas Equity I | - | 4.03 | - | - | |
Desjardins International Equity Value I | - | 3.89 | - | - | |
Desjardins Enhanced Bond I | - | 3.30 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Balanced Low Volatility Portfol T5 | 3.63B | 10.99 | 3.22 | 3.70 | ||
Balanced Low Volatility Portfol T7 | 3.63B | 10.98 | 3.22 | 3.70 | ||
Balanced Low Volatility Portfolio | 3.63B | 10.98 | 3.21 | 3.70 | ||
Balanced Low Volatility Portfolio C | 3.63B | 11.05 | 3.30 | 3.81 | ||
Balanced Low Volatility Portfolio F | 3.63B | 12.03 | 4.30 | 4.79 |
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