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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.630 | 1.680 | 0.050 |
Stocks | 61.550 | 61.560 | 0.010 |
Bonds | 34.860 | 35.590 | 0.730 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 1.920 | 2.010 | 0.090 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.687 | 17.119 |
Price to Book | 2.264 | 2.660 |
Price to Sales | 1.779 | 1.817 |
Price to Cash Flow | 10.761 | 10.757 |
Dividend Yield | 2.564 | 2.347 |
5 Years Earnings Growth | 10.828 | 10.622 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.740 | 18.282 |
Technology | 18.990 | 17.004 |
Industrials | 13.070 | 12.716 |
Consumer Cyclical | 9.320 | 9.408 |
Healthcare | 8.560 | 10.636 |
Energy | 7.620 | 6.804 |
Communication Services | 6.040 | 6.211 |
Basic Materials | 6.030 | 5.078 |
Consumer Defensive | 5.840 | 7.364 |
Utilities | 2.600 | 3.812 |
Real Estate | 2.190 | 4.339 |
Number of long holdings: 37
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO S&P 500 ETF (CAD) | - | 23.15 | - | - | |
BMO S&P/TSX Capped Composite ETF | - | 15.83 | - | - | |
BMO MSCI EAFE ETF | - | 12.13 | - | - | |
BMO Aggregate Bond ETF | - | 11.33 | - | - | |
BMO Mid-Term US IG Corp Bond ETF (CAD) | - | 9.00 | - | - | |
BMO Core Plus Bond ETF | - | 3.40 | - | - | |
BMO Japan ETF | - | 3.19 | - | - | |
BMO Long Federal Bond ETF | - | 3.09 | - | - | |
BMO MSCI Emerging Markets ETF | - | 2.95 | - | - | |
BMO Emerging Markets Bond A | - | 2.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Balanced ETF Portfolio Advisor | 9.11B | 5.31 | 2.72 | 4.88 | ||
BMO Balanced ETF Portfolio F | 9.11B | 5.79 | 3.86 | 6.05 | ||
BMO Balanced ETF Portfolio T6 | 9.11B | 5.31 | 2.72 | 4.89 | ||
BMO Monthly Income A | 5.57B | 2.85 | 2.44 | 4.91 | ||
BMO Monthly Income F | 5.57B | 3.23 | 3.35 | 5.83 |
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