Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.970 | 27.720 | 25.750 |
Stocks | 58.260 | 58.260 | 0.000 |
Bonds | 36.460 | 36.500 | 0.040 |
Convertible | 0.080 | 0.080 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 3.160 | 3.160 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.700 | 16.916 |
Price to Book | 2.406 | 2.639 |
Price to Sales | 1.733 | 1.786 |
Price to Cash Flow | 10.373 | 10.637 |
Dividend Yield | 2.270 | 2.347 |
5 Years Earnings Growth | 11.355 | 10.474 |
Name | Net % | Category Average |
---|---|---|
Technology | 17.960 | 16.958 |
Financial Services | 17.840 | 18.218 |
Industrials | 14.650 | 12.668 |
Consumer Cyclical | 10.410 | 9.508 |
Healthcare | 10.260 | 10.862 |
Communication Services | 6.490 | 6.170 |
Energy | 6.430 | 6.690 |
Consumer Defensive | 5.960 | 7.414 |
Basic Materials | 4.870 | 4.974 |
Real Estate | 3.290 | 4.436 |
Utilities | 1.830 | 3.747 |
Number of long holdings: 32
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 16.68 | - | - | |
Desjardins Canadian Equity Income F | - | 10.16 | - | - | |
Desjardins Global Equity I | - | 8.27 | - | - | |
Desjardins Global Equity Growth I | - | 8.08 | - | - | |
Desjardins Global Dividend I | - | 7.09 | - | - | |
Desjardins Global Government Bd Idx I | - | 6.50 | - | - | |
Desjardins Global Small Cap Eq I | - | 4.75 | - | - | |
Desjardins Global Corporate Bond I | - | 4.33 | - | - | |
Desjardins Enhanced Bond I | - | 3.93 | - | - | |
Desjardins Global Total Return Bond I | - | 3.38 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.2B | 2.27 | -0.01 | 4.10 | ||
Balanced Low Volatility Portfol R7 | 3.4B | 1.40 | 1.05 | - | ||
Balanced Low Volatility Portfol S5 | 3.4B | 1.70 | 1.99 | - | ||
Balanced Low Volatility Portfol S7 | 3.4B | 1.69 | 1.99 | - | ||
Balanced Low Volatility Portfol T5 | 3.4B | 1.34 | 0.93 | - |
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