5y Eq Model

Распределение активов

Позиция	Категория/Сектор	Целевая доля
AAPL Apple Inc	Technology	0.93%
ABX.TO Barrick Gold Corporation	Basic Materials	0.93%
ACN Accenture plc	Technology	0.93%
ADBE Adobe Inc	Technology	0.93%
ADI Analog Devices, Inc.	Technology	0.93%
AME AMETEK, Inc.	Industrials	0.93%
AMGN Amgen Inc.	Healthcare	0.93%
AMT American Tower Corporation	Real Estate	0.93%
AMZN Amazon.com, Inc	Consumer Cyclical	0.93%
AON Aon plc	Financial Services	0.93%
AP-UN.TO Allied Properties Real Estate Investment Trust	Real Estate	0.93%
APH Amphenol Corporation	Technology	0.93%
ARM Arm Holdings plc American Depositary Shares	Technology	0.93%
ASML ASML Holding N.V.	Technology	0.93%
ATD.TO Alimentation Couche-Tard Inc.	Consumer Cyclical	0.93%
ATVI		0.93%
AWAY ETFMG Travel Tech ETF	Consumer Discretionary Equities	0.93%
BAC Bank of America Corporation	Financial Services	0.93%
BIPC.TO Brookfield Infrastructure Corporation	Utilities	0.93%
BLK BlackRock, Inc.	Financial Services	0.93%
BMO.TO Bank of Montreal	Financial Services	0.93%
BR Broadridge Financial Solutions, Inc.	Technology	0.93%
BSX Boston Scientific Corporation	Healthcare	0.93%
CDNS Cadence Design Systems, Inc.	Technology	0.93%
CNQ.TO Canadian Natural Resources Limited	Energy	0.93%
COF Capital One Financial Corporation	Financial Services	0.93%
COST Costco Wholesale Corporation	Consumer Defensive	0.93%
CP.TO Canadian Pacific Railway Limited	Industrials	0.93%
CRWD CrowdStrike Holdings, Inc.	Technology	0.93%
CVS CVS Health Corporation	Healthcare	0.93%
CVX Chevron Corporation	Energy	0.93%
DASTY Dassault Systemes SA	Technology	0.93%
DE Deere & Company	Industrials	0.93%
DEO Diageo plc	Consumer Defensive	0.93%
DHR Danaher Corporation	Healthcare	0.93%
DIS The Walt Disney Company	Communication Services	0.93%
DLR Digital Realty Trust, Inc.	Real Estate	0.93%
DOL.TO Dollarama Inc.	Consumer Defensive	0.93%
EMA.TO Emera Incorporated	Utilities	0.93%
EPAM EPAM Systems, Inc.	Technology	0.93%
ERF.TO Enerplus Corporation	Energy	0.93%
EWJ iShares MSCI Japan ETF	Japan Equities	0.93%
FCR-UN.TO First Capital Real Estate Investment Trust	Real Estate	0.93%
FCX Freeport-McMoRan Inc.	Basic Materials	0.93%
FIS Fidelity National Information Services, Inc.	Technology	0.93%
FNV.TO Franco-Nevada Corporation	Basic Materials	0.93%
FRU.TO Freehold Royalties Ltd.	Energy	0.93%
FTS.TO Fortis Inc.	Utilities	0.93%
FXI iShares China Large-Cap ETF	China Equities	0.93%
GDX VanEck Gold Miners ETF	Gold, Precious Metals	0.93%
GE General Electric Company	Industrials	0.93%
GOOG Alphabet Inc	Communication Services	0.93%
GOOGL Alphabet Inc Class A	Communication Services	0.93%
HD The Home Depot, Inc.	Consumer Cyclical	0.93%
HR-UN.TO H&R Real Estate Investment Trust	Real Estate	0.93%
ICLN iShares Global Clean Energy ETF	Alternative Energy Equities	0.93%
IHS IHS Holding Limited	Communication Services	0.93%
ITB iShares U.S. Home Construction ETF	Building & Construction	0.93%
JNJ Johnson & Johnson	Healthcare	0.93%
KBE SPDR S&P Bank ETF	Financials Equities	0.93%
KEYS Keysight Technologies, Inc.	Technology	0.93%
KMB Kimberly-Clark Corporation	Consumer Defensive	0.93%
KNX Knight-Swift Transportation Holdings Inc.	Industrials	0.93%
KNYJY		0.93%
KXS.TO Kinaxis Inc.	Technology	0.93%
LULU Lululemon Athletica Inc.	Consumer Cyclical	0.93%
LVMUY LVMH Moët Hennessy - Louis Vuitton, Société Européenne	Consumer Cyclical	0.93%
LZAGY Lonza Group AG	Healthcare	0.93%
MEG.TO MEG Energy Corp.	Energy	0.93%
META Meta Platforms, Inc.	Communication Services	0.93%
MPWR Monolithic Power Systems, Inc.	Technology	0.93%
MS Morgan Stanley	Financial Services	0.93%
MSFT Microsoft Corporation	Technology	0.93%
NEM Newmont Goldcorp Corporation	Basic Materials	0.93%
NET Cloudflare, Inc.	Technology	0.93%
NFLX Netflix, Inc.	Communication Services	0.93%
NOW ServiceNow, Inc	Technology	0.93%
NSRGY Nestlé S.A.	Consumer Defensive	0.93%
NTR.TO Nutrien Ltd.	Basic Materials	0.93%
NVDA NVIDIA Corporation	Technology	0.93%
NVT nVent Electric plc	Industrials	0.93%
PAAS Pan American Silver Corp.	Basic Materials	0.93%
PAVE Global X US Infrastructure Development ETF	Utilities Equities	0.93%
PPL.TO Pembina Pipeline Corporation	Energy	0.93%
PRU Prudential Financial, Inc.	Financial Services	0.93%
QSR.TO Restaurant Brands International Inc.	Consumer Cyclical	0.93%
RIO Rio Tinto Group	Basic Materials	0.93%
RY.TO Royal Bank of Canada	Financial Services	0.93%
SBUX Starbucks Corporation	Consumer Cyclical	0.93%
SLB Schlumberger Limited	Energy	0.93%
SNPS Synopsys, Inc.	Technology	0.93%
SPGI S&P Global Inc.	Financial Services	0.93%
SYK Stryker Corporation	Healthcare	0.93%
T.TO TELUS Corporation	Communication Services	0.93%
TAN Invesco Solar ETF	Alternative Energy Equities	0.93%
TD.TO The Toronto-Dominion Bank	Financial Services	0.93%
TRP.TO TC Energy Corporation	Energy	0.93%
TSM Taiwan Semiconductor Manufacturing Company Limited	Technology	0.93%
UBER Uber Technologies, Inc.	Technology	0.93%
UNH UnitedHealth Group Incorporated	Healthcare	0.93%
V Visa Inc.	Financial Services	0.93%
VET.TO Vermilion Energy Inc.	Energy	0.93%
VLTO Veralto Corporation	Industrials	0.93%
WPM.TO Wheaton Precious Metals Corp.	Basic Materials	0.93%
WSP.TO WSP Global Inc.	Industrials	0.93%
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	Emerging Markets Equities	0.93%
ZTS Zoetis Inc.	Healthcare	0.93%

Тип бенчмарка

Бенчмарк

S&P 500 Index

Ребалансировка

Этот портфель не может быть рассчитан, так как он содержит неизвестные символы. Вероятно, они были исключены из торгов или их нет в нашей базе данных: KNYJY, ATVI.