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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.780 | 3.110 | 0.330 |
Stocks | 59.440 | 59.440 | 0.000 |
Bonds | 37.880 | 38.580 | 0.700 |
Convertible | 0.270 | 0.270 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.844 | 17.138 |
Price to Book | 2.550 | 2.717 |
Price to Sales | 1.854 | 1.930 |
Price to Cash Flow | 10.941 | 10.977 |
Dividend Yield | 2.411 | 2.294 |
5 Years Earnings Growth | 10.598 | 10.844 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.640 | 16.972 |
Financial Services | 20.050 | 18.530 |
Industrials | 12.010 | 12.318 |
Healthcare | 9.470 | 10.669 |
Consumer Cyclical | 9.000 | 9.343 |
Energy | 8.300 | 6.513 |
Communication Services | 5.970 | 6.631 |
Basic Materials | 5.850 | 5.031 |
Consumer Defensive | 4.210 | 7.099 |
Utilities | 2.610 | 3.986 |
Real Estate | 1.880 | 4.457 |
Number of long holdings: 16
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CIBC US Equity | - | 14.23 | - | - | |
CIBC Canadian Bond | - | 13.83 | - | - | |
CIBC U.S. Index Cl O | - | 8.36 | - | - | |
CIBC Canadian Equity Value Cl O | - | 8.25 | - | - | |
Renaissance Canadian Growth Class O | - | 8.24 | - | - | |
CIBC International Equity Cl O | - | 8.03 | - | - | |
Renaissance U.S. Dollar Corp Bond A | - | 7.42 | - | - | |
Renaissance Canadian High Yld Bond Cl O | - | 4.97 | - | - | |
Renaissance Floating Rate Income O | - | 4.94 | - | - | |
CIBC European Equity | - | 4.72 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CIBC Managed Balanced Portfolio T8 | 205.71M | 12.55 | 4.43 | 4.99 | ||
CIBC Managed Balanced Portfolio T6 | 205.71M | 12.52 | 4.36 | 4.92 | ||
CIBC Managed Balanced Portfolio U$ | 205.71M | 12.46 | 4.34 | 4.94 |
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