 |
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 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 |
|