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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.170 | 12.670 | 3.500 |
Shares | 30.140 | 30.140 | 0.000 |
Bonds | 59.700 | 59.990 | 0.290 |
Convertible | 0.400 | 0.400 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 0.490 | 1.580 | 1.090 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.552 | 16.228 |
Price to Book | 1.770 | 2.325 |
Price to Sales | 1.064 | 1.615 |
Price to Cash Flow | 7.928 | 9.813 |
Dividend Yield | 4.669 | 2.624 |
5 Years Earnings Growth | 7.259 | 10.271 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.870 | 18.899 |
Technology | 12.790 | 16.231 |
Energy | 11.540 | 8.229 |
Industrials | 10.670 | 12.707 |
Consumer Cyclical | 8.980 | 8.469 |
Healthcare | 7.760 | 9.195 |
Basic Materials | 7.280 | 5.578 |
Communication Services | 6.790 | 6.027 |
Consumer Defensive | 6.310 | 7.092 |
Real Estate | 3.630 | 4.028 |
Utilities | 3.390 | 4.143 |
Number of long holdings: 9
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Counsel Canadian Core Fixed Income Sr O | - | 44.73 | - | - | |
Counsel Global Dividend Sr O | - | 15.78 | - | - | |
Counsel Canadian Dividend Sr O | - | 10.98 | - | - | |
Counsel North American High Yield Sr O | - | 9.86 | - | - | |
Counsel Global Fixed Income Sr O | - | 7.11 | - | - | |
Counsel Short Term Bond Sr O | - | 6.07 | - | - | |
CI Growth Asset Allocation ETF Comm | - | 5.02 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Counsel Balanced Portfolio Fund Ser | 1.15B | 4.07 | 3.74 | 5.85 | ||
Counsel Balanced Portfolio Series I | 1.15B | 4.08 | 3.74 | 5.85 | ||
Counsel Regular Pay Portfolio I | 373.89M | 3.60 | 4.46 | 5.52 | ||
Counsel Regular Pay Portfolio TI | 373.89M | 3.60 | 4.46 | 5.51 | ||
Counsel Regular Pay Portfolio D | 373.89M | 3.24 | 3.52 | 4.44 |
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