Canadian HD Equity

Model Portfolio Strategy • Quarterly rebalancing

5Y Ann. Return

+16.3%

Dividend Yield

4.2%

Sharpe Ratio

1.08

Active Positions

25

Strategy

In seeking to pursue its investment objective, the portfolio is designed to provide exposure to high quality Canadian dividend-paying companies that consistently generate shareholder wealth, while trading at attractive price. 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

  • Provide a steady stream of income by investing in Canadian Equities.
  • Consistently outperform the S&P/TSX TR Index over a 5-year period.
  • Maximize tax efficiency by having a low portfolio turnover ratio.

Suitability

You have a reasonable investment time horizon (over 5 years) and a medium 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 a steady stream of income in any market environment.

Performance vs S&P/TSX TR

StrategyBenchmark

Sector Allocation

Financials
32.4%
Energy
18.2%
Telecom
14.1%
Utilities
12.3%
Real Estate
8.5%
Materials
6.2%
Staples
5.1%
Industrials
3.2%

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