Year: 2017
Sales : – North West Company (NWC) – Market Trend. Decrease of our number of positions (-1) in the Consumer Staples sector. We decided to keep Metro Inc (MRU) because of its higher SPscore, more…
Here is attached our Quarterly Comment for the Canadian model. Download
Sales : – Home Capital Group (HCG) – Market Trend. We reduced our number of positions in the Finance sector from 8 to 6. Despite a high SPscore due to a considerable discount relative to…
After we completed the construction of our US Large Cap Equity Model Portfolio Strategy, we knew an International Equity Strategy would have a high demand among our clients and with reason. The latest asset mix…
Trend following indicators on economic time series are useful risk management tools minimizing maximum drawdowns in your portfolio. Based on the simple model described thoroughly in this article, the worst drawdown experienced for the 1999-2017…
Sells: – William Sonoma (WSM) – Market Trend. Decrease of our number of positions (-2) in the consumer discretionary industry. William Sonoma is still considered undervalued against its intrinsic value, but the latter seems to…
