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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.220 | 1.230 | 0.010 |
Stocks | 80.470 | 80.500 | 0.030 |
Bonds | 14.870 | 15.090 | 0.220 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 3.400 | 3.450 | 0.050 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.400 | 17.854 |
Price to Book | 2.225 | 2.841 |
Price to Sales | 1.773 | 1.850 |
Price to Cash Flow | 10.388 | 11.608 |
Dividend Yield | 2.626 | 2.113 |
5 Years Earnings Growth | 9.762 | 10.762 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.670 | 18.259 |
Financial Services | 19.450 | 18.387 |
Industrials | 12.650 | 13.463 |
Consumer Cyclical | 9.370 | 10.982 |
Healthcare | 8.070 | 10.889 |
Energy | 7.790 | 6.344 |
Communication Services | 6.170 | 5.922 |
Basic Materials | 5.800 | 4.666 |
Consumer Defensive | 5.600 | 8.244 |
Utilities | 3.030 | 2.614 |
Real Estate | 2.390 | 2.650 |
Number of long holdings: 35
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO S&P 500 ETF (CAD) | - | 26.58 | - | - | |
BMO S&P/TSX Capped Composite ETF | - | 21.12 | - | - | |
BMO MSCI EAFE ETF | - | 16.59 | - | - | |
BMO Aggregate Bond ETF | - | 4.56 | - | - | |
BMO Mid-Term US IG Corp Bond ETF (CAD) | - | 4.22 | - | - | |
BMO MSCI Emerging Markets ETF | - | 4.13 | - | - | |
BMO Japan ETF | - | 3.61 | - | - | |
BMO NASDAQ 100 Equity ETF | - | 3.18 | - | - | |
BMO Core Plus Bond ETF | - | 2.39 | - | - | |
iShares Gold | US4642852044 | 1.75 | 44.33 | +1.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Dividend A | 8.7B | 2.00 | 4.26 | 6.45 | ||
BMO Dividend Advisor | 8.7B | 2.00 | 4.26 | 6.38 | ||
BMO Dividend F | 8.7B | 2.37 | 5.41 | 7.57 | ||
BMO Dividend T5 | 8.7B | 2.00 | 4.27 | 6.40 | ||
BMO Growth ETF Portfolio A | 3.51B | 4.71 | 3.98 | 6.14 |
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