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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 14.420 | 14.550 | 0.130 |
Stocks | 74.280 | 74.780 | 0.500 |
Bonds | 2.610 | 2.610 | 0.000 |
Other | 8.690 | 8.930 | 0.240 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.695 | 17.836 |
Price to Book | 1.971 | 2.740 |
Price to Sales | 1.326 | 1.995 |
Price to Cash Flow | 7.727 | 11.446 |
Dividend Yield | 4.125 | 2.383 |
5 Years Earnings Growth | 8.619 | 10.500 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 17.560 | 7.149 |
Energy | 16.580 | 9.816 |
Financial Services | 12.240 | 23.957 |
Utilities | 11.710 | 4.016 |
Technology | 8.960 | 16.799 |
Communication Services | 7.520 | 5.141 |
Industrials | 7.500 | 12.368 |
Consumer Cyclical | 6.580 | 7.629 |
Consumer Defensive | 6.240 | 6.174 |
Basic Materials | 3.860 | 3.417 |
Real Estate | 1.230 | 4.656 |
Number of long holdings: 13
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO Premium Yield ETF | - | 29.03 | - | - | |
BMO Europe High Dividend Cov Call ETF | - | 21.63 | - | - | |
BMO Covered Call Utilities ETF | - | 11.53 | - | - | |
Bmo Canadian Hg Dvd Cover Ci Etp | - | 8.55 | - | - | |
BMO Covered Call Energy ETF | - | 6.13 | - | - | |
BMO Covered Call Health Care ETF | - | 5.44 | - | - | |
WisdomTree Emerging Markets High Dividend | US97717W3152 | 5.38 | 42.29 | -0.02% | |
WisdomTree Emerging Markets SmallCap Dividend | US97717W2816 | 5.20 | 49.87 | -0.18% | |
S+p 500 Index Dec25 6075 Put | - | 3.11 | - | - | |
ProShares SP MidCap 400 Dividend | US74347B6801 | 2.00 | 81.70 | +0.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Balanced ETF Portfolio A | 10.61B | 2.94 | 5.22 | 5.02 | ||
BMO Balanced ETF Portfolio Advisor | 10.61B | 2.91 | 5.22 | 5.02 | ||
BMO Balanced ETF Portfolio F | 10.61B | 3.04 | 6.39 | 6.20 | ||
BMO Balanced ETF Portfolio T6 | 10.61B | 2.94 | 5.23 | 5.04 | ||
BMO Monthly Income A | 6.42B | 2.02 | 4.46 | 4.92 |
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