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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.850 | 19.920 | 13.070 |
Stocks | 50.300 | 50.350 | 0.050 |
Bonds | 29.330 | 29.500 | 0.170 |
Convertible | 0.460 | 0.460 | 0.000 |
Preferred | 0.960 | 0.960 | 0.000 |
Other | 12.100 | 12.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.172 | 17.547 |
Price to Book | 1.919 | 2.687 |
Price to Sales | 1.156 | 1.895 |
Price to Cash Flow | 7.832 | 11.021 |
Dividend Yield | 2.498 | 2.309 |
5 Years Earnings Growth | 11.172 | 10.836 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.940 | 18.266 |
Technology | 14.980 | 17.430 |
Industrials | 13.480 | 12.461 |
Energy | 11.340 | 6.848 |
Consumer Cyclical | 10.030 | 9.268 |
Communication Services | 6.230 | 6.350 |
Basic Materials | 5.800 | 5.211 |
Healthcare | 5.460 | 10.670 |
Consumer Defensive | 4.860 | 6.972 |
Utilities | 3.950 | 3.863 |
Real Estate | 1.940 | 4.345 |
Number of long holdings: 28
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CI Enhanced Govt ETF | - | 12.53 | - | - | |
CI Canadian Bond Class I | - | 9.83 | - | - | |
CI Canadian Equity Income I | - | 8.25 | - | - | |
CI U.S. Equity I | - | 6.16 | - | - | |
CI Canadian Dividend Corporate Cl I | - | 5.41 | - | - | |
CI Canadian Equity Cl I | - | 5.07 | - | - | |
CI Mstar Canada Mom ETF Comm | - | 4.67 | - | - | |
CI Global Bond Class I | - | 4.62 | - | - | |
CI Synergy Canadian Corporate Class I | - | 4.42 | - | - | |
CI Munro Alt Glb Gr ETF Common | - | 4.27 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ivari Fidelity Canadian Balanced 5F | 59.3M | 5.97 | 1.28 | 3.86 | ||
ivari Fidelity Canadian Balanced GI | 59.3M | 5.78 | 0.97 | 3.53 | ||
ivari Fidelity Canadian Balanced Im | 59.3M | 5.95 | 1.23 | 3.84 |
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