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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.980 | 32.590 | 30.610 |
Stocks | 58.090 | 58.090 | 0.000 |
Bonds | 39.100 | 39.130 | 0.030 |
Convertible | 0.090 | 0.090 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 0.670 | 0.670 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.491 | 16.894 |
Price to Book | 2.523 | 2.645 |
Price to Sales | 1.830 | 1.790 |
Price to Cash Flow | 10.865 | 10.618 |
Dividend Yield | 2.147 | 2.344 |
5 Years Earnings Growth | 10.431 | 10.614 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.420 | 17.075 |
Financial Services | 17.990 | 18.181 |
Industrials | 14.340 | 12.635 |
Consumer Cyclical | 10.470 | 9.477 |
Healthcare | 10.460 | 10.939 |
Consumer Defensive | 6.410 | 7.463 |
Energy | 6.260 | 6.698 |
Communication Services | 6.050 | 6.123 |
Basic Materials | 4.340 | 4.930 |
Real Estate | 3.360 | 4.415 |
Utilities | 1.890 | 3.768 |
Number of long holdings: 32
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 18.53 | - | - | |
Desjardins Canadian Equity Income F | - | 10.15 | - | - | |
Desjardins Global Equity I | - | 8.17 | - | - | |
Desjardins Global Equity Growth I | - | 8.15 | - | - | |
Desjardins Global Dividend I | - | 7.05 | - | - | |
Desjardins Global Government Bd Idx I | - | 6.48 | - | - | |
Desjardins Global Small Cap Eq I | - | 4.79 | - | - | |
Desjardins Enhanced Bond I | - | 4.64 | - | - | |
Desjardins Global Corporate Bond I | - | 4.31 | - | - | |
Desjardins Global Total Return Bond I | - | 3.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.2B | 4.62 | 1.30 | 4.38 | ||
Balanced Low Volatility Portfol T5 | 3.4B | 3.09 | 1.85 | - | ||
Balanced Low Volatility Portfol T7 | 3.4B | 3.08 | 1.85 | - | ||
Balanced Low Volatility Portfolio | 3.4B | 3.09 | 1.85 | 3.35 | ||
Balanced Low Volatility Portfolio C | 3.4B | 3.11 | 1.94 | 3.47 |
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