Best Ideas Equity
Model Portfolio Strategy • Quarterly rebalancing
Key Metrics
5Y Ann. Return
+11.51%
Dividend Yield
2.1%
Sharpe Ratio
1.28
Active Positions
30
Strategy Details
Strategy
In seeking to pursue its investment objective, the portfolio is designed to provide concentrated exposure to our highest-conviction ideas across Canadian, US, and International equity markets. The strategy selects the top 10 ranked stocks from each region using a proprietary multi-factor quantitative model, combining them into a diversified 30-position portfolio.
Rebalancing Calendar
- Friday, October 2nd, 2026
- Monday, January 4th, 2027
- Friday, April 2nd, 2027
Objectives
- Target long term capital appreciation across Canadian, US, and International Equities.
- Consistently deliver performance over a blended benchmark (1/3 S&P/TSX TR + 1/3 S&P 500 TR + 1/3 MSCI ACWI Ex US TR).
- Maximize tax efficiency by having a low portfolio turnover ratio.
Suitability
You have a reasonable investment time horizon (over 5 years) and a high risk tolerance. Consider this strategy if you are seeking a concentrated best-ideas portfolio with global diversification across three equity markets, focused on generating alpha in any market environment.
Performance & Allocation
Performance vs Blended Benchmark TR
Sector Allocation
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