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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.680 | 31.080 | 29.400 |
Shares | 41.310 | 41.310 | 0.000 |
Bonds | 43.600 | 43.650 | 0.050 |
Convertible | 0.100 | 0.100 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 13.250 | 13.250 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.110 | 16.942 |
Price to Book | 2.341 | 2.644 |
Price to Sales | 1.664 | 1.792 |
Price to Cash Flow | 10.444 | 10.664 |
Dividend Yield | 2.499 | 2.341 |
5 Years Earnings Growth | 9.485 | 10.480 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.740 | 18.225 |
Technology | 16.780 | 16.993 |
Industrials | 13.770 | 12.681 |
Healthcare | 12.670 | 10.938 |
Consumer Defensive | 8.710 | 7.406 |
Consumer Cyclical | 7.450 | 9.497 |
Energy | 6.510 | 6.641 |
Communication Services | 5.790 | 6.140 |
Basic Materials | 3.500 | 4.963 |
Utilities | 3.100 | 3.728 |
Real Estate | 2.980 | 4.428 |
Number of long holdings: 34
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Can Bond I | - | 21.87 | - | - | |
Desjardins Global Government Bd Idx I | - | 8.41 | - | - | |
Desjardins Global Equity I | - | 7.54 | - | - | |
Desjardins Global Dividend I | - | 7.01 | - | - | |
Desjardins Low Volatility Glbl Eq I | - | 7.00 | - | - | |
Desjardins Low Volatility Canadian Eq I | - | 5.27 | - | - | |
Desjardins Global Corporate Bond I | - | 4.88 | - | - | |
Desjardins Canadian Equity Income F | - | 3.94 | - | - | |
Desjardins Global Total Return Bond I | - | 3.66 | - | - | |
Desjardins American Eq Value I | - | 3.43 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.2B | 2.27 | -0.01 | 4.10 | ||
Balanced Low Volatility Portfol R5 | 3.4B | 1.30 | 1.28 | - | ||
Balanced Low Volatility Portfol R7 | 3.4B | 1.40 | 1.05 | - | ||
Balanced Low Volatility Portfol S7 | 3.4B | 1.69 | 1.99 | - | ||
Balanced Low Volatility Portfol T5 | 3.4B | 1.34 | 0.93 | - |
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