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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.520 | 27.220 | 25.700 |
Stocks | 39.790 | 39.790 | 0.000 |
Bonds | 49.190 | 58.650 | 9.460 |
Convertible | 0.560 | 0.560 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 8.880 | 8.890 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.513 | 17.544 |
Price to Book | 3.023 | 2.687 |
Price to Sales | 2.142 | 1.895 |
Price to Cash Flow | 12.880 | 11.021 |
Dividend Yield | 1.963 | 2.310 |
5 Years Earnings Growth | 11.881 | 10.832 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.750 | 17.444 |
Financial Services | 19.770 | 18.256 |
Industrials | 15.300 | 12.457 |
Consumer Cyclical | 9.200 | 9.274 |
Healthcare | 8.360 | 10.675 |
Consumer Defensive | 7.360 | 6.961 |
Communication Services | 6.010 | 6.349 |
Energy | 4.210 | 6.845 |
Basic Materials | 3.950 | 5.208 |
Real Estate | 2.130 | 4.346 |
Utilities | 0.960 | 3.867 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NBI Sustainable Canadian Bond ETF | - | 12.16 | - | - | |
NBI Bond A | - | 9.99 | - | - | |
NBI Tactical Asset Allocation F | - | 9.98 | - | - | |
NBI US Equity Priv Ptf F CAD | - | 9.29 | - | - | |
NBI Corporate Bond A | - | 8.17 | - | - | |
NBI Global Tactical Bond T | - | 6.87 | - | - | |
NBI Unconstrained Fixed Income A | - | 6.85 | - | - | |
NBI Diversified Emerging Mkts Eq Ser Adv | - | 3.95 | - | - | |
NBI Canadian All Cap Equity A | - | 3.91 | - | - | |
NBI Sustainable Canadian Equity ETF | - | 3.87 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NBI Balanced Portfolio Investors | 5.53B | 8.48 | 2.32 | - | ||
Meritage Balanced Investment Portfo | 437.62M | 7.92 | 2.12 | 5.07 | ||
Meritage Growth Investment Portfoli | 277.57M | 9.20 | 3.18 | 6.03 | ||
Meritage Balanced Income Portfolio | 184.71M | 7.93 | 2.81 | 4.93 | ||
Meritage Growth Income Portfolio | 87.27M | 8.43 | 3.13 | 4.67 |
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