Canadian Equity
Model Portfolio Strategy • Quarterly rebalancing
Key Metrics
5Y Ann. Return
+19.7%
Dividend Yield
1.8%
Sharpe Ratio
1.24
Active Positions
25
Strategy Details
Strategy
In seeking to pursue its investment objective, the portfolio is designed to provide exposure to high quality Canadian companies that consistently generate shareholder wealth, while trading at attractive multiples. This strategy is based on a proprietary multi-factor quantitative model.
Rebalancing Calendar
- Friday, July 3rd, 2026
- Friday, October 2nd, 2026
- Monday, January 4th, 2027
Objectives
- Target long term capital appreciation among Canadian Equities.
- Consistently deliver performance over the S&P/TSX Total Return Index.
- Maximize tax efficiency by having a low portfolio turnover ratio.
Suitability
You have a reasonable investment time horizon (over 5 years) and a medium to high risk tolerance. Consider this strategy if you are seeking an equity strategy that is not focused on tracking an index, but is instead focused on generating alpha in any market environment.
Performance & Allocation
Performance vs S&P/TSX TR
StrategyBenchmark
Sector Allocation
Materials
35.8%Financials
18.6%Energy
15.2%Discretionary
6.2%Health Care
5.0%Industrials
5.9%Staples
4.4%Telecom
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