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|
 CANADIAN Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
Oct. 4 2011 : |
|
Percentage Change as of
Sep. 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 |
30 |
-0.78 |
-5.28 |
-5.28 |
-36.03 |
-16.19 |
-6.01 |
-3.17 |
6.87 |
8.53 |
| Earnings Value |
30 |
0.56 |
-3.51 |
-3.51 |
-24.34 |
-6.46 |
14.48 |
10.88 |
19.24 |
16.04 |
| Income |
30 |
-2.02 |
-5.31 |
-5.31 |
-10.29 |
1.53 |
4.01 |
1.82 |
12.45 |
13.92 |
| |
|
|
|
|
|
|
|
|
|
|
| Predictable Growth |
30 |
-1.85 |
-4.55 |
-4.55 |
-11.87 |
4.71 |
3.28 |
3.95 |
13.02 |
13.74 |
| Momentum |
25 |
-1.28 |
-5.24 |
-5.24 |
-13.90 |
9.82 |
-2.14 |
1.75 |
12.39 |
20.39 |
| |
|
|
|
|
|
|
|
|
|
|
| Industry Relative |
40 |
-1.63 |
-5.59 |
-5.59 |
-19.26 |
6.80 |
21.42 |
13.80 |
19.35 |
15.69 |
| |
|
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|
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| |
|
|
|
|
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|
|
|
|
| Dangerous |
30 |
-0.27 |
-4.76 |
-4.76 |
-35.90 |
-27.81 |
-3.87 |
-12.55 |
-10.08 |
-8.44 |
| Pooled Portfolios |
| Triple 5 (I/PG/M) |
15 |
-2.54 |
-6.44 |
-6.44 |
-11.44 |
5.37 |
-2.16 |
5.25 |
15.38 |
16.14 |
| Triple 10 (I/PG/M) |
30 |
-1.84 |
-5.45 |
-5.45 |
-14.32 |
1.52 |
-1.51 |
4.88 |
13.26 |
16.73 |
| CPMS 200 Portfolios |
| Core 20 |
20 |
-0.64 |
-3.09 |
-3.09 |
-11.48 |
3.92 |
8.55 |
9.90 |
12.70 |
15.09 |
| Indices |
| S&P/TSX Equity Total Return |
|
-0.63 |
-3.78 |
-3.78 |
-15.91 |
-4.40 |
2.28 |
2.43 |
7.92 |
8.17 |
| S&P/TSX Composite Total Return |
|
-0.66 |
-3.79 |
-3.79 |
-15.22 |
-3.55 |
2.66 |
2.61 |
7.95 |
8.19 |
|
