Canadian Equity
Model Portfolio Strategy • Quarterly rebalancing
5Y Ann. Return
+19.7%
Dividend Yield
1.8%
Sharpe Ratio
1.24
Active Positions
25
Strategy
In seeking to pursue its investment objective, the portfolio is designed to provide exposure to high quality Canadian companies that consistently generate shareholder wealth, while trading at attractive multiples. This strategy is based on a proprietary multi-factor quantitative model.
Rebalancing Calendar
- Wednesday, April 1st, 2026
- Thursday, July 2nd, 2026
- Thursday, October 1st, 2026
Objectives
- Target long term capital appreciation among Canadian Equities.
- Consistently deliver performance over the S&P/TSX Total Return Index.
- Maximize tax efficiency by having a low portfolio turnover ratio.
Suitability
You have a reasonable investment time horizon (over 5 years) and a medium to high risk tolerance. Consider this strategy if you are seeking an equity strategy that is not focused on tracking an index, but is instead focused on generating alpha in any market environment.
Performance vs S&P/TSX TR
StrategyBenchmark
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Sector Allocation
Materials
35.8%Financials
18.6%Energy
15.2%Discretionary
6.2%Health Care
5.0%Industrials
5.9%Staples
4.4%Telecom
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