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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.250 | 6.660 | 0.410 |
Stocks | 49.330 | 49.360 | 0.030 |
Bonds | 30.290 | 31.880 | 1.590 |
Convertible | 0.110 | 0.110 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 13.990 | 14.020 | 0.030 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.455 | 16.916 |
Price to Book | 2.363 | 2.639 |
Price to Sales | 1.635 | 1.786 |
Price to Cash Flow | 12.288 | 10.637 |
Dividend Yield | 2.103 | 2.347 |
5 Years Earnings Growth | 11.503 | 10.474 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.380 | 16.958 |
Financial Services | 17.870 | 18.218 |
Industrials | 12.630 | 12.668 |
Healthcare | 10.470 | 10.862 |
Consumer Cyclical | 10.000 | 9.508 |
Communication Services | 7.110 | 6.170 |
Consumer Defensive | 6.740 | 7.414 |
Energy | 4.350 | 6.690 |
Basic Materials | 3.560 | 4.974 |
Utilities | 2.510 | 3.747 |
Real Estate | 2.390 | 4.436 |
Number of long holdings: 37
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO Global Equity I | - | 28.57 | - | - | |
BMO Core Plus Bond I | - | 13.92 | - | - | |
Bmo Canadian Equity Fund Institutional Series I | - | 11.10 | - | - | |
BMO MSCI EAFE ETF | - | 7.40 | - | - | |
BMO Crossover Bond I | - | 4.32 | - | - | |
BMO S&P 500 ETF (CAD) | - | 3.03 | - | - | |
BMO Canadian Smart Alpha Equity I | - | 3.01 | - | - | |
BMO Emerging Markets Bond A | - | 2.89 | - | - | |
BMO Emerging Markets A | - | 2.58 | - | - | |
BMO Long Federal Bond ETF | - | 2.48 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Balanced ETF Portfolio A | 8.96B | 2.70 | 2.09 | 4.73 | ||
BMO Balanced ETF Portfolio Advisor | 8.96B | 2.70 | 2.09 | 4.72 | ||
BMO Balanced ETF Portfolio F | 8.96B | 3.08 | 3.23 | 5.90 | ||
BMO Balanced ETF Portfolio T6 | 8.96B | 2.71 | 2.10 | 4.74 | ||
BMO Monthly Income A | 5.55B | 0.63 | 2.11 | 4.77 |
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