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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.620 | 26.990 | 25.370 |
Shares | 40.790 | 40.790 | 0.000 |
Bonds | 43.840 | 43.890 | 0.050 |
Convertible | 0.250 | 0.250 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 13.470 | 13.470 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.480 | 17.659 |
Price to Book | 2.439 | 2.692 |
Price to Sales | 1.815 | 1.923 |
Price to Cash Flow | 10.837 | 11.044 |
Dividend Yield | 2.455 | 2.302 |
5 Years Earnings Growth | 9.879 | 10.952 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.310 | 18.281 |
Technology | 17.950 | 17.370 |
Healthcare | 13.400 | 10.615 |
Industrials | 12.550 | 12.474 |
Consumer Defensive | 9.210 | 6.915 |
Consumer Cyclical | 6.450 | 9.182 |
Energy | 6.060 | 6.829 |
Communication Services | 5.190 | 6.531 |
Utilities | 3.630 | 3.824 |
Basic Materials | 3.530 | 5.257 |
Real Estate | 2.720 | 4.427 |
Number of long holdings: 35
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 20.06 | - | - | |
Desjardins Global Government Bd Idx I | - | 7.74 | - | - | |
Desjardins Global Equity I | - | 7.68 | - | - | |
Desjardins Global Dividend I | - | 7.32 | - | - | |
Desjardins Low Volatility Glbl Eq I | - | 7.31 | - | - | |
Desjardins Low Volatility Canadian Eq I | - | 5.40 | - | - | |
Desjardins Canadian Equity Income F | - | 5.40 | - | - | |
Desjardins Canadian Corporate Bond I | - | 4.10 | - | - | |
Desjardins Global Corporate Bond I | - | 3.77 | - | - | |
Desjardins American Eq Value I | - | 3.41 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.35B | 8.64 | 0.68 | 4.38 | ||
Balanced Low Volatility Portfolio C | 3.52B | 7.36 | 1.50 | 3.48 | ||
Balanced Low Volatility Portfolio F | 3.52B | 8.04 | 2.48 | 4.45 | ||
Balanced Low Volatility Portfol R5 | 3.52B | 7.26 | 1.74 | - | ||
Balanced Low Volatility Portfol S5 | 3.52B | 8.04 | 2.46 | - |
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