 |
For a PowerPoint Presentation on the Canadian Model Portfolios, click on the image (2.3MB).
If you do not have MS PowerPoint click here to download the free viewer. |
|
|
 CANADIAN Model Portfolios |
| Portfolios |
Current
#
Stocks |
Percentage Change as of
Sep. 2 2010 : |
|
Percentage Change as of
Aug. 31 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 |
28 |
0.98 |
2.88 |
9.94 |
-5.00 |
4.05 |
-13.26 |
2.19 |
5.40 |
9.28 |
| Earnings Value |
30 |
0.70 |
2.52 |
9.38 |
-8.74 |
10.22 |
3.80 |
17.38 |
19.57 |
16.73 |
| Income |
30 |
-0.10 |
0.47 |
6.59 |
8.49 |
26.43 |
0.07 |
3.29 |
13.96 |
14.28 |
| |
|
|
|
|
|
|
|
|
|
|
| Predictable Growth |
30 |
0.66 |
2.71 |
5.70 |
-7.01 |
4.70 |
-7.88 |
4.06 |
11.42 |
13.94 |
| Momentum |
25 |
0.43 |
1.78 |
-2.85 |
-17.83 |
-4.82 |
-13.09 |
-1.18 |
10.35 |
20.55 |
| |
|
|
|
|
|
|
|
|
|
|
| Industry Relative |
40 |
1.11 |
2.69 |
10.03 |
10.46 |
32.26 |
4.37 |
15.62 |
18.34 |
15.72 |
| |
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
| Dangerous |
30 |
1.20 |
1.82 |
7.70 |
2.85 |
17.94 |
-11.90 |
-7.58 |
-17.62 |
-7.83 |
| Pooled Portfolios |
| Triple 5 (I/PG/M) |
15 |
0.25 |
1.26 |
1.18 |
-6.81 |
7.17 |
-6.02 |
3.36 |
14.76 |
16.38 |
| Triple 10 (I/PG/M) |
30 |
0.49 |
1.71 |
0.92 |
-4.57 |
7.69 |
-5.81 |
3.92 |
12.43 |
17.20 |
| CPMS 200 Portfolios |
| Core 20 |
20 |
1.13 |
2.44 |
8.30 |
14.03 |
22.72 |
3.79 |
8.13 |
11.97 |
15.38 |
| Indices |
| S&P/TSX Equity Total Return |
|
0.94 |
1.74 |
7.81 |
4.54 |
11.49 |
-2.27 |
5.20 |
2.91 |
8.57 |
| S&P/TSX Composite Total Return |
|
0.89 |
1.67 |
7.70 |
4.96 |
12.73 |
-1.55 |
5.06 |
2.84 |
8.54 |
|
