Barometer Tactical Balanced Pool Class A (BCM220)
15.59
+0.08
(+0.54%)
CAD |
Apr 10 2026
BCM220 Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.00% |
| Stock | 68.69% |
| Bond | 25.25% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 6.06% |
Market Capitalization
As of December 31, 2025
| Large | 77.92% |
| Mid | 15.02% |
| Small | 7.06% |
Region Exposure
| Americas | 85.12% |
|---|---|
|
North America
|
85.12% |
| Canada | 58.00% |
| United States | 27.13% |
|
Latin America
|
0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.72% |
|---|---|
| United Kingdom | 3.09% |
|
Europe Developed
|
3.64% |
| Spain | 3.64% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 8.15% |
|---|
Bond Credit Quality Exposure
| AAA | 0.00% |
| AA | 0.00% |
| A | 0.00% |
| BBB | 4.56% |
| BB | 73.56% |
| B | 0.00% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.00% |
| Not Available | 21.88% |
| Short Term | 0.00% |
As of December 31, 2025
Stock Sector Exposure
| Cyclical |
|
46.69% |
| Materials |
|
20.96% |
| Consumer Discretionary |
|
0.00% |
| Financials |
|
25.73% |
| Real Estate |
|
0.00% |
| Sensitive |
|
41.40% |
| Communication Services |
|
4.20% |
| Energy |
|
13.24% |
| Industrials |
|
12.42% |
| Information Technology |
|
11.54% |
| Defensive |
|
3.80% |
| Consumer Staples |
|
0.00% |
| Health Care |
|
3.80% |
| Utilities |
|
0.00% |
| Not Classified |
|
8.11% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
8.11% |
As of December 31, 2025
Bond Sector Exposure
As of December 31, 2025
| Type | % Net |
|---|---|
| Government | 0.00% |
| Corporate | 100.0% |
| Securitized | 0.00% |
| Municipal | 0.00% |
| Other | 0.00% |
Bond Maturity Exposure
| Short Term |
|
0.00% |
| Less than 1 Year |
|
0.00% |
| Intermediate |
|
92.00% |
| 1 to 3 Years |
|
0.00% |
| 3 to 5 Years |
|
55.83% |
| 5 to 10 Years |
|
36.17% |
| Long Term |
|
8.00% |
| 10 to 20 Years |
|
0.00% |
| 20 to 30 Years |
|
8.00% |
| Over 30 Years |
|
0.00% |
| Other |
|
0.00% |
As of December 31, 2025