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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.480 | 26.320 | 23.840 |
Stocks | 51.300 | 51.300 | 0.000 |
Bonds | 40.740 | 40.790 | 0.050 |
Convertible | 0.090 | 0.090 | 0.000 |
Other | 5.390 | 5.390 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.998 | 16.916 |
Price to Book | 2.743 | 2.639 |
Price to Sales | 2.119 | 1.786 |
Price to Cash Flow | 13.900 | 10.637 |
Dividend Yield | 1.994 | 2.347 |
5 Years Earnings Growth | 10.058 | 10.474 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.650 | 16.958 |
Financial Services | 19.540 | 18.218 |
Industrials | 18.050 | 12.668 |
Healthcare | 11.870 | 10.862 |
Consumer Cyclical | 7.830 | 9.508 |
Consumer Defensive | 7.760 | 7.414 |
Basic Materials | 6.780 | 4.974 |
Communication Services | 3.440 | 6.170 |
Real Estate | 2.250 | 4.436 |
Utilities | 1.500 | 3.747 |
Energy | 0.340 | 6.690 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Desjardins Sustainable Canadian Bond I | - | 21.87 | - | - | |
Desjardins SocieTerra Canadian Equity A | - | 12.53 | - | - | |
Desjardins SocieTerra American Equity A | - | 11.26 | - | - | |
Desjardins Global Government Bd Idx I | - | 7.90 | - | - | |
Desjardins Sustainable Global Bond I | - | 7.18 | - | - | |
Desjardins Sustainable Canadian Corp BdI | - | 5.38 | - | - | |
Desjardins SocieTerra Intl Eq A | - | 4.36 | - | - | |
Desjardins Low Volatility Glbl Eq I | - | 3.35 | - | - | |
Desjardins Sustainable Global Div I | - | 3.34 | - | - | |
Desjardins Sustainable EMs Equity I | - | 2.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Melodia Balanced Growth Portfolio | 4.2B | 2.27 | -0.01 | 4.10 | ||
Balanced Low Volatility Portfolio | 3.4B | 1.35 | 0.93 | 3.08 | ||
Balanced Low Volatility Portfolio C | 3.4B | 1.37 | 1.02 | 3.19 | ||
Balanced Low Volatility Portfolio F | 3.4B | 1.69 | 1.99 | 4.16 | ||
Balanced Low Volatility Portfol R5 | 3.4B | 1.30 | 1.28 | - |
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