Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.120 | 37.650 | 35.530 |
Stocks | 34.910 | 34.910 | 0.000 |
Bonds | 56.560 | 56.650 | 0.090 |
Convertible | 0.310 | 0.310 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 6.070 | 6.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.748 | 16.712 |
Price to Book | 2.497 | 2.375 |
Price to Sales | 1.773 | 1.715 |
Price to Cash Flow | 10.708 | 10.136 |
Dividend Yield | 2.423 | 2.541 |
5 Years Earnings Growth | 9.179 | 10.659 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.280 | 19.401 |
Technology | 17.610 | 16.839 |
Industrials | 14.480 | 12.235 |
Healthcare | 13.160 | 8.903 |
Consumer Cyclical | 8.730 | 8.346 |
Consumer Defensive | 7.790 | 6.650 |
Energy | 5.320 | 8.536 |
Communication Services | 4.660 | 5.906 |
Utilities | 3.110 | 4.398 |
Real Estate | 3.020 | 4.022 |
Basic Materials | 2.840 | 5.633 |
Number of long holdings: 24
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 25.83 | - | - | |
Desjardins Global Government Bd Idx I | - | 10.63 | - | - | |
Desjardins Global Equity I | - | 8.57 | - | - | |
Desjardins Global Dividend I | - | 8.26 | - | - | |
Desjardins Canadian Equity Inc I | - | 7.89 | - | - | |
Desjardins Global Total Return Bond I | - | 5.58 | - | - | |
Desjardins Global Balanced Strat Inc I | - | 4.93 | - | - | |
Desjardins Canadian Corporate Bond I | - | 4.44 | - | - | |
Desjardins Enhanced Bond I | - | 3.35 | - | - | |
Desjardins Dividend Growth I | - | 3.26 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.39B | 10.73 | 2.19 | 4.75 | ||
Balanced Low Volatility Portfolio | 3.56B | 8.91 | 2.66 | 3.68 | ||
Balanced Low Volatility Portfolio C | 3.56B | 8.97 | 2.74 | 3.79 | ||
Balanced Low Volatility Portfolio F | 3.56B | 9.75 | 3.73 | 4.77 | ||
Balanced Low Volatility Portfol R5 | 3.56B | 8.87 | 2.98 | - |
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