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Model Portfolio

Jul 17, 2020
StockPointer® Canada Portfolio Transactions – July 2020

We have rebalanced the Nasdaq Inovestor Canadian Index based on our Stockpointer® Canada model portfolio. These trades are effective as of Friday, July 17th after market close. Here are the details of the trades: Ins:…

Jul 07, 2020
Portfolio Manager’s July Comment For Q2 2020

In the second quarter, the S&P/TSX Composite Total Return Index increased by 17%, the S&P500 total return grew by 20.5% while the MSCI ACWI ex-USA returned 16.3%. Q2 returns were eye-popping and are pointing to…

Jun 19, 2020
StockPointer® US and ADR Model Portfolio Transactions – June 2020

We have rebalanced the Stockpointer® US and ADR model portfolios which are effective now. Here are the details for the US portfolio : Ins: United Therapeutics Corporation (UTHR) – Market Trend. Increase in the Healthcare…

Jun 09, 2020
Portfolio Manager’s June comment For May Results

The Canadian stock market continued to rally in May. The S&P/TSX Total Return Index rose by 3% during the month, while the S&P 500 and the MSCI ACWI ex. USA gained 4.7% and 3.3% respectively.…

May 06, 2020
Portfolio Manager’s May Comment for April Results

The S&P/TSX increased by 10.8% in April and the S&P500 increased by 12.8% while the MSCI ACWI ex USA gained 7.6%. At the end of the 12-month period ending April 30th, the S&P/TSX was posting…

Apr 17, 2020
StockPointer® Canada Portfolio Transactions – April 2020

We have rebalanced the Nasdaq Inovestor Canadian Index based on our Canadian Model Portfolio, which will be effective on April 17th after market close. Here are the details : Ins First National Financial Corp. (FN)–…

Apr 08, 2020
Portfolio Manager’s April Comment For Q1 2020

The performance of Global equities has been severely impacted by the COVID-19. The S&P/TSX Composite Total Return Index declined by 20.9% in Q1 more than offsetting last years’ gains for an annualized negative total return…

Apr 06, 2020
StockPointer® US and ADR Model Portfolio Transactions – April 2020

We have rebalanced the Stockpointer® US and ADR model portfolios which are effective now. Here are the details for the US portfolio : Ins: American Express (AXP)– Market Trend. Increase in the Financial sector as…

Mar 12, 2020
Canadian Model Portfolio update: COVID-19

With the current COVID-19 spreading all over the global. Here is a quick portfolio update: On February 20, S&P/TSX TR achieved new highs closing at $17,944. Since then the benchmark is down -20.29%. Whereas Inovestor…

Mar 04, 2020
Portfolio Manager’s March comment For February Results

The Canadian stock market realized one of its worst performance in February. This negative outcome unfolded as growing concerns on the economic impact of the COVID-19 was being factored in investor expectations. Given the elevated…

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