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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.650 | 10.930 | 7.280 |
Shares | 55.700 | 55.700 | 0.000 |
Bonds | 39.270 | 39.410 | 0.140 |
Convertible | 0.230 | 0.230 | 0.000 |
Preferred | 0.060 | 0.060 | 0.000 |
Other | 1.080 | 1.080 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.366 | 17.311 |
Price to Book | 1.640 | 2.361 |
Price to Sales | 1.094 | 1.857 |
Price to Cash Flow | 7.506 | 10.405 |
Dividend Yield | 4.037 | 2.457 |
5 Years Earnings Growth | 9.817 | 10.796 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.680 | 23.805 |
Industrials | 11.640 | 14.375 |
Energy | 11.310 | 10.123 |
Consumer Defensive | 10.170 | 6.909 |
Consumer Cyclical | 8.870 | 8.374 |
Basic Materials | 7.610 | 6.874 |
Technology | 7.350 | 14.450 |
Communication Services | 5.530 | 5.433 |
Utilities | 5.070 | 2.950 |
Real Estate | 4.110 | 2.575 |
Healthcare | 2.660 | 5.326 |
Number of long holdings: 10
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Counsel Canadian Core Fixed Income Sr O | - | 32.29 | - | - | |
Counsel Canadian Dividend Sr O | - | 17.23 | - | - | |
IPC Multi-Factor Canadian Equity O | - | 15.13 | - | - | |
Counsel Global Dividend Sr O | - | 11.96 | - | - | |
IPC Canadian Equity O | - | 7.77 | - | - | |
Counsel North American High Yield Sr O | - | 7.11 | - | - | |
CI Growth Asset Allocation ETF Comm | - | 5.52 | - | - | |
Counsel Global Fixed Income Sr O | - | 2.89 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Counsel Balanced Portfolio Fund Ser | 1.15B | 9.49 | 3.35 | 6.13 | ||
Counsel Balanced Portfolio Series I | 1.15B | 9.49 | 3.35 | 6.13 | ||
Counsel Regular Pay Portfolio I | 378.74M | 8.86 | 4.94 | 5.59 | ||
Counsel Regular Pay Portfolio D | 378.74M | 8.25 | 4.01 | 4.51 | ||
Counsel Managed High Yield Portfoli | 26.17M | 6.52 | 3.13 | 4.37 |
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