North American Equity
Model Portfolio Strategy • Quarterly rebalancing
5Y Ann. Return
+23.5%
Dividend Yield
2.0%
Sharpe Ratio
1.25
Active Positions
20
Strategy
In seeking to pursue its investment objective, the portfolio is designed to provide concentrated exposure to our highest-conviction ideas across Canadian and US equity markets. The strategy selects the top 10 ranked stocks from each region using a proprietary multi-factor quantitative model, combining them into a diversified 20-position portfolio.
Rebalancing Calendar
- Wednesday, April 1st, 2026
- Thursday, July 2nd, 2026
- Thursday, October 1st, 2026
Objectives
- Target long term capital appreciation across Canadian and US Equities.
- Consistently deliver performance over a blended benchmark (1/2 S&P/TSX TR + 1/2 S&P 500 TR).
- Maximize tax efficiency by having a low portfolio turnover ratio.
Suitability
You have a reasonable investment time horizon (over 5 years) and a high risk tolerance. Consider this strategy if you are seeking a concentrated best-ideas portfolio with North American diversification across Canadian and US equity markets, focused on generating alpha in any market environment.
Performance vs Blended Benchmark TR
Sector Allocation
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