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Model Portfolio

Sep 02, 2021
Portfolio Manager’s September Comment for August Results

The S&P/TSX Total Return Index expanded by 1.6% in August, the S&P 500 grew a robust 3.0% and the MSCI ACWI ex. USA increased by 1.9%. At August’s end, the 12-month S&P/TSX Total Return Index…

Aug 04, 2021
Portfolio Manager’s August Comment for July Results

In July, the S&P/TSX increased by 0.8% and the S&P500 rose by 2.4% while the MSCI ACWI ex USA lost 1.6%. At the end of the 12-month period ending July 31st, the S&P/TSX grew by…

Aug 02, 2021
StockPointer® Canada Portfolio Transactions – July 2021

We have rebalanced the Nasdaq Inovestor Canadian Index based on our Stockpointer® Canada model portfolio. These trades are effective as of Friday, July 16 after market close. Here are the details of the trades: Ins:…

Jul 07, 2021
Portfolio Manager’s July Comment For Q2 2021

The performance of the equity market continued its upward trend following the beginning of the vaccination campaign and in anticipation of the complete reopening of the economy. In Q2, The S&P/TSX Total Return Index rose…

Jun 03, 2021
Portfolio Manager’s June Comment for May Results

The S&P/TSX Total Return Index expanded by 3.4% in May, the S&P 500 grew a meager 0.7% and the MSCI ACWI ex. USA increased by 3.2%. At May’s end, the 12-month S&P/TSX Total Return Index…

May 04, 2021
Portfolio Manager’s May Comment for April Results

In April, the S&P/TSX increased by 2.4% and the S&P500 rose by 5.3% while the MSCI ACWI ex USA gained 2.8%. At the end of the 12-month period ending April 30th, the S&P/TSX grew by…

May 04, 2021
StockPointer® Canada Portfolio Transactions – April 2021

We have rebalanced the Nasdaq Inovestor Canadian Index based on our Canadian Model Portfolio, effective April 16 after market close. Here are the details: Ins: 1. Power Corporation of Canada (POW) – Market trend. Increase in the Financial…

Apr 07, 2021
Portfolio Manager’s April Comment For Q1 2021

The performance of equity markets continued its upward trend following the beginning of the vaccination campaign and the anticipation of the complete reopening of the economy. In Q1, The S&P/TSX Total Return Index rose by…

Mar 04, 2021
Portfolio Manager’s March Comment for February Results

The S&P/TSX Total Return Index expanded by 4.4% in February and the S&P 500 grew by 2.8% while the MSCI ACWI ex. USA increased by 2.0%. At February end, the 12-month S&P/TSX Total Return Index…

Feb 05, 2021
Portfolio Manager’s February Comment for January Results

The S&P/TSX posted a negative return for the month of January. The outcome took place in an environment where volatility peaked as GameStop (GME) rose rapidly at the end of the month. The S&P/TSX fell…

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