| |
|
| |
| About Us |
 |
| |
| CPMS is one of North America's leading independent equity research firms. Since 1984, our staff of qualified professionals has provided a broad range of portfolio analysis and equity return enhancement products. We have a reputation of delivering only the highest quality data. Our client list covers a very broad range of the investment community: institutional money managers, pension plans, investment counselors, sales desks, and investment advisors. |
| More... |
| Products and Services |
|
| |
|
|
 CANADIAN Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
Mar. 10 2010 : |
|
Percentage Change as of
Feb. 26 2010 : |
Annualized
Return since
Dec. 31 1985 |
| 1 Day |
Month
to Date |
Quarter
to Date |
Year
to Date |
1 Year |
3 Year |
5 Year |
10 Year |
| Style Portfolios |
| Bargain | 30 | 0.64 | 3.13 | 1.86 | 1.86 | 62.18 | -7.65 | 3.80 | 8.28 | 9.78 | | Earnings Value | 30 | 1.54 | 3.48 | 4.11 | 4.11 | 150.26 | 12.69 | 21.21 | 22.78 | 17.70 | | Income | 30 | 0.53 | 1.28 | 4.97 | 4.97 | 50.53 | -0.11 | 4.57 | 15.64 | 14.40 | | | | | | | | | | | | | | Predictable Growth | 30 | 0.85 | 2.65 | 0.29 | 0.29 | 51.58 | -0.88 | 6.53 | 14.59 | 14.61 | | Momentum | 25 | 0.76 | 1.75 | -3.99 | -3.99 | 45.81 | -4.94 | 3.00 | 13.19 | 21.80 | | | | | | | | | | | | | | Industry Relative | 40 | 0.45 | 4.36 | 5.86 | 5.86 | 85.31 | 5.63 | 14.97 | 19.40 | 15.79 | | | | | | | | | | | | | | | | | | | | | | | | | | Dangerous | 30 | 1.11 | 2.09 | 5.76 | 5.76 | 88.56 | -16.84 | -9.49 | -19.70 | -7.89 |
| Pooled Portfolios |
| Triple 5 (I/PG/M) | 15 | 0.96 | 0.19 | 0.36 | 0.36 | 47.01 | 1.88 | 6.87 | 17.52 | 17.15 | | Triple 10 (I/PG/M) | 30 | 1.08 | 1.82 | 1.77 | 1.77 | 45.79 | 1.96 | 7.37 | 14.26 | 17.90 |
| CPMS 200 Portfolios |
| Core 20 | 20 | 0.83 | 7.19 | 6.53 | 6.53 | 25.13 | 3.44 | 7.42 | 12.43 | 15.18 |
| Indices |
| S&P/TSX Equity Total Return | | 0.31 | 3.07 | 1.96 | 1.96 | 46.22 | -1.45 | 6.68 | 4.74 | 8.59 | | S&P/TSX Composite Total Return | | 0.36 | 2.93 | 2.27 | 2.27 | 47.60 | -0.89 | 6.53 | 4.67 | 8.56 |
|
| |
 US Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
Mar. 9 2010 : |
|
Percentage Change as of
Feb. 26 2010 : |
Annualized
Return since
Dec. 31 1993 |
| 1 Day |
Month
to Date |
Quarter
to Date |
Year
to Date |
1 Year |
3 Year |
5 Year |
10 Year |
| Style Portfolios |
| Asset Value |
40 |
0.04 |
5.10 |
7.69 |
7.69 |
67.38 |
-7.84 |
-1.15 |
13.37 |
13.41 |
| Earnings Value |
40 |
0.07 |
5.46 |
6.69 |
6.69 |
79.07 |
-7.11 |
-1.52 |
12.36 |
13.34 |
| Income |
40 |
-0.03 |
2.21 |
0.77 |
0.77 |
41.30 |
0.49 |
4.61 |
8.07 |
10.84 |
| |
|
|
|
|
|
|
|
|
|
|
| Asset Growth |
40 |
0.40 |
4.79 |
5.15 |
5.15 |
39.85 |
-7.19 |
1.91 |
-1.58 |
11.83 |
| Earnings Momentum |
40 |
0.25 |
6.13 |
3.80 |
3.80 |
29.53 |
-10.72 |
0.22 |
4.01 |
17.07 |
| Price Momentum |
40 |
0.53 |
8.53 |
6.80 |
6.80 |
33.48 |
-9.79 |
1.89 |
-0.30 |
16.16 |
| |
|
|
|
|
|
|
|
|
|
|
| Industry Relative |
40 |
0.10 |
2.94 |
4.70 |
4.70 |
52.13 |
-2.74 |
2.71 |
3.09 |
12.34 |
| |
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
| Dangerous |
40 |
1.63 |
7.51 |
18.74 |
18.74 |
146.80 |
-25.34 |
-10.96 |
-12.24 |
-1.27 |
| Pooled Portfolios |
| Double 10 (EV/EM) |
20 |
0.22 |
5.11 |
5.49 |
5.49 |
75.46 |
-4.39 |
5.54 |
14.67 |
18.26 |
| Large Cap Double 10 (I/AG) |
20 |
0.11 |
3.13 |
1.75 |
1.75 |
31.82 |
0.37 |
4.29 |
4.30 |
11.86 |
| Indices |
| S&P 500 Total Return |
|
0.18 |
3.30 |
2.67 |
2.67 |
53.62 |
-5.67 |
0.37 |
-0.31 |
7.49 |
| DOW |
|
0.11 |
2.32 |
1.31 |
1.31 |
46.19 |
-5.59 |
-0.83 |
0.19 |
6.46 |
| NASDAQ |
|
0.36 |
4.58 |
3.15 |
3.15 |
62.45 |
-2.52 |
1.76 |
-7.14 |
6.77 |
|
| |
|
|
|
