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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.790 | 3.970 | 0.180 |
Stocks | 42.420 | 42.420 | 0.000 |
Bonds | 30.980 | 30.980 | 0.000 |
Convertible | 0.060 | 0.060 | 0.000 |
Other | 22.740 | 22.740 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.397 | 16.906 |
Price to Book | 2.884 | 2.637 |
Price to Sales | 1.784 | 1.784 |
Price to Cash Flow | 12.785 | 10.628 |
Dividend Yield | 1.698 | 2.353 |
5 Years Earnings Growth | 11.794 | 10.463 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.630 | 18.217 |
Industrials | 17.180 | 12.674 |
Consumer Cyclical | 15.690 | 9.496 |
Technology | 15.660 | 16.941 |
Healthcare | 7.980 | 10.866 |
Consumer Defensive | 6.350 | 7.406 |
Communication Services | 4.780 | 6.171 |
Energy | 3.430 | 6.704 |
Basic Materials | 2.460 | 4.985 |
Real Estate | 1.860 | 4.436 |
Utilities | 0.970 | 3.752 |
Number of long holdings: 2
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JF Global Balanced Fund | - | 100.14 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFS GIF Canadian Balanced Fidel 5 | 577.46M | 1.77 | 1.89 | 4.01 | ||
DFS GIF Canadian Balanced Fidel 6 | 577.46M | 1.87 | 2.19 | 4.19 | ||
DFS GIF Canadian Balanced Fidel 7 | 577.46M | 2.16 | 2.75 | 4.76 | ||
Finl BlackRock LifePath 2055 Index | 214.67M | 6.64 | 7.17 | - | ||
DFS GIF Balanced SocieTerra 7 | 81.53M | 0.76 | -0.79 | - |
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