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Model Portfolio

Feb 02, 2021
StockPointer® Canada Portfolio Transactions – January 2021

We have rebalanced the Nasdaq Inovestor Canadian Index based on our Canadian Model Portfolio, effective today, January 22, after market close. Here are the details: Ins: 1. CCL Industries Inc. Class B (CCL.B) - Market trend. Increase in the Material sector as seen in…

Jan 07, 2021
Portfolio Manager’s January Comment For Q4 2020 Results

Global equities ended the year on a strong finish. The S&P/TSX Composite Total Return Index increased by 9% in Q4 for a total annual return of 5.6%. During Q4, the S&P500 produced a 12.1% return…

Dec 18, 2020
StockPointer® US Model Portfolio Transactions – December 2020

We have rebalanced the Stockpointer® US which is effective now. Here are the details: Ins: Amgen (AMGN) – Market Trend. Increase in the Health Care sector as seen in the Top 100 index, therefore, increasing…

Dec 07, 2020
Portfolio Manager’s December Comment for November Results

Equity markets had a strong positive monthly performance in November. In Canada the performance was particularly strong among Energy and Health Care (cannabis) stocks. In the U.S., the performance was notoriously strong among Energy and…

Nov 05, 2020
Portfolio Manager’s November Comment for October Results

In October, the S&P/TSX declined by 3.1% the S&P500 decreased by 2.7% and the MSCI ACWI ex USA lost 2.1%. For the 12-month period ending October 30th, the S&P/TSX posted a negative return of 2.3%.…

Oct 16, 2020
StockPointer® Canada Portfolio Transactions – October 2020

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

Oct 06, 2020
Portfolio Manager’s October Comment For Q3 2020

In the third quarter, the S&P/TSX Composite Total Return Index increased by 4.7%, the S&P500 total return grew by 8.9% while the MSCI ACWI ex-USA returned 6.4%. Q3 returns were eye-popping and are pointing to…

Sep 18, 2020
StockPointer® US and ADR Model Portfolio Transactions – September 2020

We have rebalanced the Stockpointer® US and ADR model portfolios which are effective immediately. Here are the details for the US portfolio : Ins: 1. Charles Schwab Corporation (SCHW) – Market Trend. Increase in the financial…

Sep 04, 2020
Portfolio Manager’s September Comment for August Results

Equity markets had a strong positive monthly performance in August. In the U.S. the performance was particularly strong among technology large cap stocks while in Canada the performance was vigorous among financials large cap stocks.…

Aug 06, 2020
Portfolio Manager’s August Comment for July Results

The S&P/TSX rose by 4.5% in July and the S&P500 increased by 5.6% while the MSCI ACWI ex USA gained 4.1%. At the end of the 12-month period ending July 31th, the S&P/TSX posted a…

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