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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.880 | 0.910 | 0.030 |
Stocks | 80.740 | 80.740 | 0.000 |
Bonds | 14.920 | 15.200 | 0.280 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 3.410 | 3.440 | 0.030 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.974 | 17.729 |
Price to Book | 2.288 | 2.838 |
Price to Sales | 1.821 | 1.843 |
Price to Cash Flow | 10.594 | 11.513 |
Dividend Yield | 2.518 | 2.126 |
5 Years Earnings Growth | 9.608 | 10.920 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.850 | 18.316 |
Financial Services | 19.460 | 18.397 |
Industrials | 12.620 | 13.385 |
Consumer Cyclical | 9.610 | 10.959 |
Healthcare | 8.110 | 10.922 |
Energy | 7.580 | 6.253 |
Communication Services | 6.260 | 5.911 |
Consumer Defensive | 5.670 | 8.285 |
Basic Materials | 5.430 | 4.642 |
Utilities | 3.000 | 2.655 |
Real Estate | 2.410 | 2.673 |
Number of long holdings: 32
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO S&P 500 ETF (CAD) | - | 26.67 | - | - | |
BMO S&P/TSX Capped Composite ETF | - | 21.38 | - | - | |
BMO MSCI EAFE ETF | - | 16.44 | - | - | |
BMO Aggregate Bond ETF | - | 4.57 | - | - | |
BMO Mid-Term US IG Corp Bond ETF (CAD) | - | 4.19 | - | - | |
BMO MSCI Emerging Markets ETF | - | 4.03 | - | - | |
BMO Japan ETF | - | 3.63 | - | - | |
BMO NASDAQ 100 Equity ETF | - | 3.24 | - | - | |
BMO Core Plus Bond ETF | - | 2.36 | - | - | |
iShares Gold Trust | - | 1.66 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Dividend A | 8.64B | 5.91 | 6.07 | 7.03 | ||
BMO Dividend Advisor | 8.64B | 5.91 | 6.07 | 6.96 | ||
BMO Dividend F | 8.64B | 6.20 | 7.24 | 8.16 | ||
BMO Dividend T5 | 8.64B | 5.91 | 6.08 | 6.98 | ||
BMO Growth ETF Portfolio A | 3.51B | 6.92 | 5.16 | 6.42 |
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