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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.720 | 27.050 | 25.330 |
Stocks | 39.970 | 39.970 | 0.000 |
Bonds | 45.360 | 45.400 | 0.040 |
Convertible | 0.240 | 0.240 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 12.690 | 12.690 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.581 | 17.444 |
Price to Book | 2.482 | 2.695 |
Price to Sales | 1.766 | 1.922 |
Price to Cash Flow | 10.518 | 11.044 |
Dividend Yield | 2.394 | 2.289 |
5 Years Earnings Growth | 9.603 | 10.964 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.230 | 18.295 |
Technology | 17.760 | 17.161 |
Healthcare | 13.320 | 10.826 |
Industrials | 12.870 | 12.442 |
Consumer Defensive | 8.320 | 6.931 |
Consumer Cyclical | 7.430 | 9.212 |
Energy | 5.810 | 6.774 |
Communication Services | 5.400 | 6.531 |
Utilities | 3.720 | 3.884 |
Basic Materials | 3.310 | 5.107 |
Real Estate | 2.820 | 4.484 |
Number of long holdings: 35
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 23.83 | - | - | |
Desjardins Global Government Bd Idx I | - | 8.63 | - | - | |
Desjardins Global Equity I | - | 7.92 | - | - | |
Desjardins Global Dividend I | - | 7.31 | - | - | |
Desjardins Low Volatility Glbl Eq I | - | 7.23 | - | - | |
Desjardins Canadian Equity Income F | - | 5.40 | - | - | |
Desjardins Low Volatility Canadian Eq I | - | 5.37 | - | - | |
Desjardins American Eq Value I | - | 3.37 | - | - | |
Desjardins Global Total Return Bond I | - | 3.24 | - | - | |
Desjardins Global Corporate Bond I | - | 2.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.39B | 10.73 | 2.19 | 4.75 | ||
Balanced Low Volatility Portfol R5 | 3.56B | 8.87 | 2.98 | - | ||
Balanced Low Volatility Portfol R7 | 3.56B | 9.03 | 2.77 | - | ||
Balanced Low Volatility Portfol S5 | 3.56B | 9.75 | 3.73 | - | ||
Balanced Low Volatility Portfol S7 | 3.56B | 9.75 | 3.73 | - |
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