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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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 CANADIAN Model Portfolios
|
| Portfolios |
Current
#
Stocks
|
Percentage Change as of
May. 17 2012 |
|
Percentage Change as of
Apr. 30 2012 |
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 |
25 |
0.40 |
-15.88 |
-19.18 |
-19.63 |
-29.59 |
6.72 |
-7.85 |
3.63 |
8.56 |
| Earnings Value |
30 |
0.47 |
-12.07 |
-15.65 |
-13.16 |
-21.22 |
17.80 |
3.93 |
16.72 |
15.81 |
| Income |
30 |
-0.01 |
-2.72 |
-3.02 |
2.86 |
1.20 |
21.97 |
3.27 |
11.39 |
14.11 |
| Predictable Growth |
30 |
-0.90 |
-6.97 |
-8.45 |
-0.33 |
0.83 |
15.71 |
1.08 |
11.21 |
13.98 |
| Momentum |
25 |
-0.75 |
-8.03 |
-10.14 |
-6.50 |
-5.64 |
12.19 |
-1.81 |
10.20 |
20.36 |
| Industry Relative |
40 |
0.30 |
-10.96 |
-12.22 |
-4.85 |
-10.36 |
28.31 |
8.21 |
16.83 |
15.68 |
| Dangerous |
30 |
-0.38 |
-10.07 |
-14.58 |
-15.92 |
-27.84 |
6.33 |
-14.15 |
-9.73 |
-8.10 |
| Pooled Portfolios |
| Triple 5 (I/PG/M) |
15 |
-0.53 |
-4.61 |
-7.34 |
6.06 |
15.32 |
19.25 |
5.64 |
14.85 |
16.75 |
| Triple 10 (I/PG/M) |
30 |
-0.37 |
-5.78 |
-7.03 |
1.03 |
-0.23 |
14.30 |
2.72 |
11.62 |
16.89 |
| CPMS 200 Portfolios |
| Core 20 |
20 |
-0.98 |
-5.52 |
-2.11 |
2.46 |
-1.17 |
20.66 |
6.92 |
11.12 |
15.15 |
| Index |
| S&P/TSX Equity Total Return |
|
0.05 |
-7.99 |
-8.63 |
-4.64 |
-9.97 |
11.81 |
0.53 |
7.36 |
8.27 |
| S&P/TSX Composite Total Return |
|
0.05 |
-7.77 |
-8.32 |
-4.29 |
-9.37 |
12.70 |
1.12 |
7.41 |
8.29 |
|
|
 US Model Portfolios
|
| Portfolios |
Current
#
Stocks
|
Percentage Change as of
May. 17 2012 |
|
Percentage Change as of
Apr. 30 2012 |
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 |
-2.12 |
-8.25 |
-9.18 |
5.08 |
-4.27 |
20.78 |
-1.51 |
8.82 |
13.18 |
| Earnings Value |
40 |
-2.64 |
-8.07 |
-8.73 |
3.97 |
-0.86 |
20.31 |
-0.59 |
8.36 |
12.99 |
| Income |
40 |
-1.13 |
-5.13 |
-5.00 |
0.57 |
5.67 |
19.35 |
4.94 |
8.04 |
11.26 |
| Asset Growth |
40 |
-3.81 |
-11.50 |
-10.09 |
12.25 |
7.32 |
23.73 |
2.83 |
9.35 |
12.89 |
| Earnings Momentum |
40 |
-4.47 |
-9.83 |
-8.13 |
9.24 |
-8.35 |
14.55 |
-3.58 |
7.89 |
16.29 |
| Price Momentum |
39 |
-4.11 |
-9.18 |
-6.74 |
11.80 |
-1.30 |
15.32 |
-1.83 |
7.59 |
15.80 |
| Industry Relative |
40 |
-2.02 |
-8.00 |
-8.39 |
6.37 |
-1.91 |
16.30 |
0.72 |
6.98 |
11.94 |
| Dangerous |
40 |
-2.83 |
-8.33 |
-10.15 |
0.44 |
-17.92 |
17.66 |
-15.10 |
-5.20 |
-0.86 |
| Pooled Portfolios |
| Double 10 (EV/EM) |
20 |
-4.57 |
-9.69 |
-7.57 |
11.61 |
-5.75 |
22.44 |
0.93 |
12.91 |
17.69 |
| Large Cap Double 10 (I/AG) |
20 |
-2.23 |
-6.55 |
-4.54 |
7.68 |
14.25 |
19.62 |
5.64 |
9.57 |
12.48 |
| Indices |
| S&P 500 Total Return |
|
-1.50 |
-6.48 |
-7.07 |
4.63 |
4.76 |
19.46 |
1.01 |
4.71 |
8.21 |
| DOW |
|
-1.24 |
-5.84 |
-5.82 |
1.84 |
3.15 |
17.39 |
0.23 |
2.88 |
7.11 |
| NASDAQ |
|
-2.10 |
-7.64 |
-8.99 |
8.00 |
6.01 |
21.05 |
3.82 |
6.08 |
7.74 |
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