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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.060 | 6.330 | 0.270 |
Stocks | 56.340 | 56.340 | 0.000 |
Bonds | 35.830 | 35.830 | 0.000 |
Convertible | 0.310 | 0.310 | 0.000 |
Preferred | 0.150 | 0.150 | 0.000 |
Other | 1.310 | 1.310 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.975 | 17.459 |
Price to Book | 4.052 | 2.695 |
Price to Sales | 2.355 | 1.922 |
Price to Cash Flow | 14.308 | 11.042 |
Dividend Yield | 2.380 | 2.290 |
5 Years Earnings Growth | 9.518 | 10.979 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.570 | 17.167 |
Financial Services | 16.000 | 18.297 |
Healthcare | 14.800 | 10.833 |
Industrials | 12.520 | 12.441 |
Consumer Defensive | 8.270 | 6.926 |
Energy | 6.550 | 6.775 |
Consumer Cyclical | 6.390 | 9.207 |
Basic Materials | 5.440 | 5.103 |
Communication Services | 4.730 | 6.524 |
Utilities | 1.170 | 3.891 |
Real Estate | 0.550 | 4.483 |
Number of long holdings: 528
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.68 | 418.16 | +0.35% | |
United States Treasury Notes 3.5% | - | 2.63 | - | - | |
Apple | US0378331005 | 2.39 | 235.00 | +1.23% | |
JPMorgan | US46625H1005 | 1.60 | 225.37 | +0.42% | |
Amazon.com | US0231351067 | 1.59 | 188.99 | +0.78% | |
Alphabet A | US02079K3059 | 1.43 | 163.42 | +0.30% | |
United States Treasury Notes 4.375% | - | 1.38 | - | - | |
AbbVie | US00287Y1091 | 1.34 | 188.86 | +0.15% | |
SAP | DE0007164600 | 1.27 | 212.850 | +0.59% | |
United States Treasury Notes 0.1415% | - | 1.22 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mackenzie Global Strat Incm PWT8 | 2.22B | 12.21 | 4.38 | 5.95 | ||
Mackenzie Global Strat Incm A CAD | 2.22B | 11.97 | 4.09 | 5.70 | ||
Mackenzie Global Strat Incm T5 CAD | 2.22B | 11.95 | 4.06 | 5.68 | ||
Mackenzie Global Strat Incm B | 2.22B | 11.98 | 4.10 | 5.71 | ||
Mackenzie Global Strat Incm F CAD | 2.22B | 13.14 | 5.53 | 7.09 |
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