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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.190 | 53.330 | 51.140 |
Stocks | 34.430 | 34.430 | 0.000 |
Bonds | 56.880 | 56.970 | 0.090 |
Convertible | 0.230 | 0.230 | 0.000 |
Preferred | 0.080 | 0.080 | 0.000 |
Other | 6.190 | 6.190 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.884 | 16.063 |
Price to Book | 2.518 | 2.340 |
Price to Sales | 1.761 | 1.599 |
Price to Cash Flow | 10.959 | 9.807 |
Dividend Yield | 2.509 | 2.628 |
5 Years Earnings Growth | 9.389 | 10.059 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.000 | 18.756 |
Technology | 16.820 | 16.528 |
Industrials | 15.500 | 12.673 |
Healthcare | 12.820 | 9.332 |
Consumer Defensive | 9.040 | 7.296 |
Consumer Cyclical | 8.140 | 8.707 |
Energy | 6.010 | 7.898 |
Communication Services | 4.850 | 6.037 |
Utilities | 3.080 | 3.992 |
Basic Materials | 2.880 | 5.310 |
Real Estate | 2.850 | 4.059 |
Number of long holdings: 23
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 26.03 | - | - | |
Desjardins Global Government Bd Idx I | - | 11.00 | - | - | |
Desjardins Global Equity I | - | 8.37 | - | - | |
Desjardins Global Dividend I | - | 8.07 | - | - | |
Desjardins Canadian Equity Inc I | - | 7.72 | - | - | |
Desjardins Global Total Return Bond I | - | 5.89 | - | - | |
Desjardins Global Balanced Strat Inc I | - | 5.42 | - | - | |
Desjardins Enhanced Bond I | - | 5.36 | - | - | |
Desjardins Global Corporate Bond I | - | 4.13 | - | - | |
Fiera Comox Private Credit Opportunities Open-End Fund, Class J | - | 3.36 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.2B | 4.62 | 1.30 | 4.38 | ||
Balanced Low Volatility Portfolio | 3.4B | 3.09 | 1.85 | 3.35 | ||
Balanced Low Volatility Portfolio C | 3.4B | 3.11 | 1.94 | 3.47 | ||
Balanced Low Volatility Portfolio F | 3.4B | 3.35 | 2.92 | 4.44 | ||
Balanced Low Volatility Portfol R5 | 3.4B | 3.06 | 2.21 | - |
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