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| CPMS, acquired in 2009 by Morningstar Research Inc., the Canadian subsidiary of Morningstar Inc. (NASDAQ: MORN), provides 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. |
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| Products and Services |
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 CANADIAN Model Portfolios
|
| Portfolios |
Current
#
Stocks
|
Percentage Change as of
Jan. 27 2012 |
|
Percentage Change as of
Dec. 30 2011 |
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 |
29 |
0.38 |
1.94 |
1.94 |
1.94 |
-25.32 |
10.66 |
-4.49 |
4.83 |
8.86 |
| Earnings Value |
30 |
0.63 |
6.41 |
6.41 |
6.41 |
-17.80 |
28.21 |
7.72 |
18.73 |
16.09 |
| Income |
30 |
-0.00 |
3.59 |
3.59 |
3.59 |
1.06 |
15.97 |
3.80 |
12.29 |
14.06 |
| Predictable Growth |
30 |
-0.29 |
4.43 |
4.43 |
4.43 |
-1.87 |
13.90 |
1.61 |
11.83 |
13.87 |
| Momentum |
25 |
1.02 |
6.28 |
6.28 |
6.28 |
-0.96 |
12.77 |
0.00 |
10.95 |
20.57 |
| Industry Relative |
40 |
0.22 |
9.42 |
9.42 |
9.42 |
-13.08 |
32.43 |
9.20 |
18.01 |
15.60 |
| Dangerous |
30 |
-0.05 |
6.50 |
6.50 |
6.50 |
-24.60 |
17.40 |
-12.57 |
-11.11 |
-7.96 |
| Pooled Portfolios |
| Triple 5 (I/PG/M) |
15 |
-0.00 |
6.90 |
6.90 |
6.90 |
6.63 |
14.02 |
4.74 |
15.20 |
16.51 |
| Triple 10 (I/PG/M) |
30 |
-0.04 |
6.38 |
6.38 |
6.38 |
-4.00 |
11.30 |
3.39 |
12.25 |
16.81 |
| CPMS 200 Portfolios |
| Core 20 |
20 |
-0.22 |
1.76 |
1.76 |
1.76 |
-7.25 |
13.51 |
6.72 |
11.80 |
15.00 |
| Index |
| S&P/TSX Equity Total Return |
|
0.05 |
4.56 |
4.56 |
4.56 |
-9.56 |
12.45 |
0.72 |
6.99 |
8.24 |
| S&P/TSX Composite Total Return |
|
0.05 |
4.45 |
4.45 |
4.45 |
-8.71 |
13.18 |
1.30 |
7.03 |
8.25 |
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|
 US Model Portfolios
|
| Portfolios |
Current
#
Stocks
|
Percentage Change as of
Jan. 27 2012 |
|
Percentage Change as of
Dec. 30 2011 |
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 |
0.66 |
9.51 |
9.51 |
9.51 |
-5.98 |
13.55 |
-2.61 |
9.10 |
12.59 |
| Earnings Value |
40 |
0.95 |
8.85 |
8.85 |
8.85 |
-3.38 |
18.04 |
-3.21 |
8.76 |
12.47 |
| Income |
40 |
-0.52 |
1.39 |
1.39 |
1.39 |
12.65 |
14.48 |
5.26 |
7.78 |
11.12 |
| Asset Growth |
40 |
0.83 |
8.53 |
8.53 |
8.53 |
-3.46 |
13.93 |
0.08 |
6.82 |
11.66 |
| Earnings Momentum |
40 |
0.79 |
5.41 |
5.41 |
5.41 |
-14.08 |
5.38 |
-5.51 |
5.89 |
15.38 |
| Price Momentum |
40 |
0.70 |
4.40 |
4.40 |
4.40 |
-10.79 |
5.84 |
-4.11 |
4.37 |
14.78 |
| Industry Relative |
40 |
0.09 |
8.49 |
8.49 |
8.49 |
-7.17 |
12.59 |
-0.50 |
4.52 |
11.28 |
| Dangerous |
40 |
0.72 |
10.25 |
10.25 |
10.25 |
-19.55 |
19.60 |
-16.43 |
-6.82 |
-1.38 |
| Pooled Portfolios |
| Double 10 (EV/EM) |
20 |
1.42 |
10.69 |
10.69 |
10.69 |
-12.14 |
15.82 |
-0.05 |
11.71 |
16.67 |
| Large Cap Double 10 (I/AG) |
20 |
-0.24 |
1.46 |
1.46 |
1.46 |
13.79 |
12.46 |
4.56 |
7.70 |
11.84 |
| Indices |
| S&P 500 Total Return |
|
-0.15 |
4.79 |
4.79 |
4.79 |
2.11 |
14.11 |
-0.25 |
2.92 |
7.70 |
| DOW |
|
-0.58 |
3.63 |
3.63 |
3.63 |
5.53 |
11.66 |
-0.40 |
2.00 |
6.78 |
| NASDAQ |
|
0.40 |
8.11 |
8.11 |
8.11 |
-1.80 |
18.21 |
1.52 |
2.94 |
6.95 |
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