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Model Portfolio

Jan 05, 2017
Canadian Portfolio Transactions

Sells :  – Shaw Communications (SJR.B) – SPscore. Shaw’s SPscore dropped from 69% to 64% over the last 3 months, which made the company slide into 8th position of the S&P/TSX Comp. consumer discretionary stocks.…

Dec 06, 2016
US-Large Portfolio Transactions

Sells : – Robert Half International (RHI) – Market Trend. Reduction of the Industrials sector weight from 17% to 12%. We had to decrease our number of positions from 4 to 3, and RHI was the…

Oct 04, 2016
Canadian Portfolio – Transactions details

Yesterday, October 3rd, we proceeded to our quarterly review of the Canadian model portfolio. A total of 6 transactions, 3 buys and 3 sells, were executed. You will find below the explanations for each of…

Apr 15, 2016
Quarterly Comment and Performance Analysis – Q1 2016

Please find attached our Q1 review and performance analysis for our Canadian model portfolio  Download

Apr 08, 2015
Canadian Portfolio Performance Report (Q1 ’15)

Hi, For this week’s content letter, find attached a quarterly performance report for our Canadian model portfolio Download . We are very pleased to see that our Canadian portfolio continues to outperform the S&P/TSX (TR),…

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