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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.790 | 3.790 | 0.000 |
Stocks | 24.670 | 24.670 | 0.000 |
Bonds | 70.990 | 72.700 | 1.710 |
Convertible | 0.430 | 0.430 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 0.020 | 0.270 | 0.250 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.361 | 15.878 |
Price to Book | 2.258 | 2.264 |
Price to Sales | 1.659 | 1.759 |
Price to Cash Flow | 9.713 | 9.560 |
Dividend Yield | 2.788 | 2.704 |
5 Years Earnings Growth | 10.074 | 9.942 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.580 | 23.181 |
Technology | 17.010 | 13.652 |
Industrials | 10.530 | 12.437 |
Energy | 10.130 | 10.491 |
Healthcare | 9.160 | 6.467 |
Consumer Cyclical | 9.010 | 8.286 |
Basic Materials | 6.220 | 5.953 |
Communication Services | 5.310 | 5.331 |
Consumer Defensive | 4.550 | 6.425 |
Utilities | 3.010 | 4.874 |
Real Estate | 2.500 | 2.984 |
Number of long holdings: 14
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CIBC Canadian Bond | - | 37.35 | - | - | |
Renaissance U.S. Dollar Corp Bond A | - | 19.82 | - | - | |
CIBC Canadian Short-Term Bond Index | - | 9.48 | - | - | |
CIBC Canadian Equity Value Cl O | - | 8.00 | - | - | |
CIBC International Equity Cl O | - | 7.06 | - | - | |
CIBC US Equity | - | 4.02 | - | - | |
CIBC Global Bond | - | 3.88 | - | - | |
CIBC U.S. Index Cl O | - | 3.02 | - | - | |
CIBC Emerging Markets | - | 2.02 | - | - | |
Renaissance Canadian High Yld Bond Cl O | - | 1.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CIBC Managed Income Portfolio T4 | 140.03M | 6.46 | 1.74 | 2.61 | ||
CIBC Managed Income Portfolio U$ | 140.03M | 6.53 | 1.79 | 2.66 |
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