Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.970 | 3.020 | 0.050 |
Stocks | 57.720 | 57.720 | 0.000 |
Bonds | 35.710 | 35.710 | 0.000 |
Convertible | 3.620 | 3.620 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.608 | 17.311 |
Price to Book | 2.381 | 2.360 |
Price to Sales | 2.206 | 1.852 |
Price to Cash Flow | 10.372 | 10.379 |
Dividend Yield | 1.983 | 2.461 |
5 Years Earnings Growth | 8.665 | 10.714 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.480 | 23.834 |
Industrials | 14.520 | 14.357 |
Technology | 13.730 | 14.420 |
Healthcare | 8.180 | 5.324 |
Energy | 7.790 | 10.115 |
Consumer Cyclical | 7.780 | 8.387 |
Consumer Defensive | 5.530 | 6.898 |
Basic Materials | 5.090 | 6.879 |
Communication Services | 3.290 | 5.442 |
Real Estate | 2.870 | 2.583 |
Utilities | 2.740 | 2.959 |
Number of long holdings: 353
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Royal Bank of Canada | - | 2.84 | - | - | |
The Toronto-Dominion Bank | - | 2.70 | - | - | |
Canada (Government of) 1% | - | 2.58 | - | - | |
Mackenzie US Large Cap Equity ETF | - | 1.74 | - | - | |
Bank of Nova Scotia | - | 1.51 | - | - | |
Canadian National Railway Co | - | 1.49 | - | - | |
Canada (Government of) 0.5% | - | 1.44 | - | - | |
Canada (Government of) 3% | - | 1.41 | - | - | |
Canadian Natural Resources Ltd | - | 1.40 | - | - | |
Canadian Pacific Railway Ltd | - | 1.40 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LON Balanced BG 100 100 | 1.5B | 7.12 | 2.89 | 4.46 | ||
LON Balanced BG 100 100 PS1 | 1.5B | 7.36 | 3.23 | 4.81 | ||
LON Balanced BG 75 100 | 1.5B | 7.23 | 3.05 | 4.62 | ||
LON Balanced BG 75 100 PS1 | 1.5B | 7.52 | 3.47 | 5.04 | ||
LON Balanced BG 75 75 | 1.5B | 7.40 | 3.28 | 4.79 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review