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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.270 | 36.310 | 34.040 |
Stocks | 31.970 | 31.970 | 0.000 |
Bonds | 55.650 | 55.760 | 0.110 |
Convertible | 0.250 | 0.250 | 0.000 |
Other | 9.860 | 9.860 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.468 | 16.244 |
Price to Book | 2.583 | 2.414 |
Price to Sales | 1.968 | 1.721 |
Price to Cash Flow | 11.117 | 10.106 |
Dividend Yield | 2.566 | 2.582 |
5 Years Earnings Growth | 9.423 | 10.407 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.690 | 16.733 |
Financial Services | 19.360 | 20.158 |
Industrials | 13.430 | 12.014 |
Healthcare | 12.550 | 8.770 |
Consumer Cyclical | 8.320 | 8.349 |
Consumer Defensive | 6.890 | 6.936 |
Energy | 5.650 | 7.681 |
Communication Services | 4.060 | 5.967 |
Utilities | 3.610 | 4.407 |
Real Estate | 3.480 | 4.030 |
Basic Materials | 2.970 | 5.634 |
Number of long holdings: 26
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 25.58 | - | - | |
Desjardins Global Government Bd Idx I | - | 10.35 | - | - | |
Desjardins Global Equity I | - | 8.69 | - | - | |
Desjardins Canadian Equity Inc I | - | 8.15 | - | - | |
Desjardins Global Dividend I | - | 8.05 | - | - | |
Desjardins Global Total Return Bond I | - | 5.47 | - | - | |
Desjardins Global Balanced Strat Inc I | - | 4.94 | - | - | |
Desjardins Canadian Corporate Bond I | - | 4.38 | - | - | |
Fiera Comox Private Credit Opportunities Open-End Fund, Class J | - | 3.63 | - | - | |
Desjardins Enhanced Bond I | - | 3.31 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.48B | 14.66 | 3.33 | 4.92 | ||
Balanced Low Volatility Portfol R5 | 3.63B | 10.91 | 3.53 | 3.87 | ||
Balanced Low Volatility Portfol R7 | 3.63B | 11.14 | 3.34 | 3.85 | ||
Balanced Low Volatility Portfol S5 | 3.63B | 12.03 | 4.29 | 4.79 | ||
Balanced Low Volatility Portfol S7 | 3.63B | 12.07 | 4.31 | 5.00 |
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