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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.580 | 36.220 | 34.640 |
Stocks | 41.220 | 41.220 | 0.000 |
Bonds | 46.200 | 46.240 | 0.040 |
Convertible | 0.100 | 0.100 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 10.820 | 10.820 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.720 | 16.867 |
Price to Book | 2.418 | 2.641 |
Price to Sales | 1.731 | 1.784 |
Price to Cash Flow | 10.885 | 10.595 |
Dividend Yield | 2.401 | 2.347 |
5 Years Earnings Growth | 9.656 | 10.632 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.570 | 18.178 |
Technology | 17.320 | 17.069 |
Industrials | 13.530 | 12.623 |
Healthcare | 12.970 | 10.946 |
Consumer Defensive | 9.000 | 7.468 |
Consumer Cyclical | 7.420 | 9.470 |
Energy | 6.310 | 6.695 |
Communication Services | 5.590 | 6.138 |
Basic Materials | 3.120 | 4.931 |
Utilities | 3.090 | 3.780 |
Real Estate | 3.070 | 4.415 |
Number of long holdings: 33
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 21.96 | - | - | |
Desjardins Global Government Bd Idx I | - | 8.42 | - | - | |
Desjardins Global Equity I | - | 7.49 | - | - | |
Desjardins Global Dividend I | - | 7.00 | - | - | |
Desjardins Low Volatility Glbl Eq I | - | 7.00 | - | - | |
Desjardins Enhanced Bond I | - | 5.50 | - | - | |
Desjardins Low Volatility Canadian Eq I | - | 5.27 | - | - | |
Desjardins Global Corporate Bond I | - | 4.88 | - | - | |
Desjardins Canadian Equity Income F | - | 3.96 | - | - | |
Desjardins Global Total Return Bond I | - | 3.66 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.33B | 4.62 | 1.30 | 4.38 | ||
Balanced Low Volatility Portfolio | 3.48B | 3.09 | 1.85 | 3.35 | ||
Balanced Low Volatility Portfolio F | 3.48B | 3.35 | 2.92 | 4.44 | ||
Balanced Low Volatility Portfol R5 | 3.48B | 3.06 | 2.21 | - | ||
Balanced Low Volatility Portfol R7 | 3.48B | 3.14 | 1.96 | - |
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