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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.470 | 1.480 | 0.010 |
Shares | 61.330 | 61.360 | 0.030 |
Bonds | 35.210 | 35.520 | 0.310 |
Convertible | 0.030 | 0.030 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 1.950 | 2.030 | 0.080 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.369 | 16.906 |
Price to Book | 2.226 | 2.637 |
Price to Sales | 1.749 | 1.784 |
Price to Cash Flow | 10.436 | 10.628 |
Dividend Yield | 2.602 | 2.353 |
5 Years Earnings Growth | 9.861 | 10.463 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.870 | 18.217 |
Technology | 19.370 | 16.941 |
Industrials | 13.200 | 12.674 |
Consumer Cyclical | 9.460 | 9.496 |
Healthcare | 8.490 | 10.866 |
Energy | 7.380 | 6.704 |
Communication Services | 5.950 | 6.171 |
Basic Materials | 5.810 | 4.985 |
Consumer Defensive | 5.680 | 7.406 |
Utilities | 2.520 | 3.752 |
Real Estate | 2.280 | 4.436 |
Number of long holdings: 35
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BMO S&P 500 ETF (CAD) | - | 22.81 | - | - | |
BMO S&P/TSX Capped Composite ETF | - | 15.89 | - | - | |
BMO MSCI EAFE ETF | - | 12.03 | - | - | |
BMO Aggregate Bond ETF | - | 11.23 | - | - | |
BMO Mid-Term US IG Corp Bond ETF (CAD) | - | 9.07 | - | - | |
BMO Core Plus Bond ETF | - | 3.45 | - | - | |
BMO Japan ETF | - | 3.26 | - | - | |
BMO Long Federal Bond ETF | - | 3.09 | - | - | |
BMO MSCI Emerging Markets ETF | - | 3.04 | - | - | |
BMO Emerging Markets Bond A | - | 2.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BMO Balanced ETF Portfolio A | 8.97B | 2.70 | 2.09 | 4.73 | ||
BMO Balanced ETF Portfolio Advisor | 8.97B | 2.70 | 2.09 | 4.72 | ||
BMO Balanced ETF Portfolio T6 | 8.97B | 2.71 | 2.10 | 4.74 | ||
BMO Monthly Income A | 5.53B | 0.63 | 2.11 | 4.77 | ||
BMO Monthly Income F | 5.53B | 0.93 | 3.01 | 5.69 |
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