Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.790 | 3.970 | 0.180 |
Stocks | 42.420 | 42.420 | 0.000 |
Bonds | 30.980 | 30.980 | 0.000 |
Convertible | 0.060 | 0.060 | 0.000 |
Other | 22.740 | 22.740 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.397 | 17.043 |
Price to Book | 2.884 | 2.651 |
Price to Sales | 1.784 | 1.802 |
Price to Cash Flow | 12.785 | 10.702 |
Dividend Yield | 1.698 | 2.346 |
5 Years Earnings Growth | 11.794 | 10.494 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.630 | 18.249 |
Industrials | 17.180 | 12.747 |
Consumer Cyclical | 15.690 | 9.459 |
Technology | 15.660 | 17.007 |
Healthcare | 7.980 | 10.728 |
Consumer Defensive | 6.350 | 7.358 |
Communication Services | 4.780 | 6.184 |
Energy | 3.430 | 6.782 |
Basic Materials | 2.460 | 5.008 |
Real Estate | 1.860 | 4.342 |
Utilities | 0.970 | 3.781 |
Number of long holdings: 2
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JF Global Balanced Fund | - | 100.14 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFS GIF Canadian Balanced Fidel 5 | 577.46M | 3.55 | 2.08 | 4.13 | ||
DFS GIF Canadian Balanced Fidel 6 | 577.46M | 3.60 | 2.34 | 4.30 | ||
DFS GIF Canadian Balanced Fidel 7 | 577.46M | 3.93 | 2.89 | 4.87 | ||
Finl BlackRock LifePath 2055 Index | 214.67M | 6.64 | 7.17 | - | ||
DFS GIF Balanced SocieTerra 5 | 81.53M | 1.95 | -1.44 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review