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
Sector Allocation
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