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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.480 | 26.800 | 24.320 |
Stocks | 56.120 | 56.120 | 0.000 |
Bonds | 36.910 | 36.940 | 0.030 |
Convertible | 0.110 | 0.110 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 4.340 | 4.340 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.348 | 17.385 |
Price to Book | 2.467 | 2.704 |
Price to Sales | 1.797 | 1.879 |
Price to Cash Flow | 10.690 | 10.988 |
Dividend Yield | 2.307 | 2.328 |
5 Years Earnings Growth | 11.217 | 10.694 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.430 | 18.305 |
Technology | 18.130 | 17.349 |
Industrials | 14.250 | 12.639 |
Healthcare | 10.380 | 10.496 |
Consumer Cyclical | 9.930 | 9.307 |
Communication Services | 6.540 | 6.381 |
Energy | 6.020 | 6.819 |
Consumer Defensive | 5.820 | 7.179 |
Basic Materials | 5.200 | 5.022 |
Real Estate | 3.260 | 4.370 |
Utilities | 2.040 | 3.784 |
Number of long holdings: 31
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 14.87 | - | - | |
Desjardins Canadian Equity Income F | - | 11.73 | - | - | |
Desjardins Global Equity Growth I | - | 8.16 | - | - | |
Desjardins Global Equity I | - | 8.09 | - | - | |
Desjardins Global Dividend I | - | 6.87 | - | - | |
Desjardins Global Government Bd Idx I | - | 5.69 | - | - | |
Desjardins Canadian Corporate Bond I | - | 4.99 | - | - | |
Desjardins Global Small Cap Eq I | - | 4.63 | - | - | |
Desjardins Enhanced Bond I | - | 3.38 | - | - | |
Desjardins Dividend Growth I | - | 3.34 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.27B | 5.33 | 0.21 | 4.23 | ||
Balanced Low Volatility Portfolio | 3.43B | 3.66 | 0.95 | 3.16 | ||
Balanced Low Volatility Portfolio C | 3.43B | 3.70 | 1.03 | 3.27 | ||
Balanced Low Volatility Portfolio F | 3.43B | 4.18 | 2.01 | 4.25 | ||
Balanced Low Volatility Portfol R5 | 3.43B | 3.64 | 1.29 | - |
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