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September 19, 2023
Earnings Estimate Upgrades Monthly+
 Portfolio Inception Date
 December 07, 2004

 S&P/TSX Composite Index

 Portfolio Objectives
 To provide a long-term total return above the benchmark index by investing in Canadian stocks selected by the Super Stock Picker system, a rigorous and disciplined approach to stock selection based on their earnings estimate upgrades.

  • The Earnings Estimate Upgrades Monthly+ portfolio duplicates the Earnings Estimate Upgrades Monthly portfolio when the Market Timing Indicator is UP and is 100% cash when the indicator is DOWN. Note that the indicator signals are recorded live only since October 08. This approach is based on the Super Stock Picker system that automatically and systematically manages this portfolio, it:
    • Uses a clearly defined investment process.
    • Provides diversification by investment style, including both growth and value stocks from the Canadian market.
    • Does not change based on market conditions or investment trends.
  • Canadian stocks are selected based on research of the Toronto Stock Exchange from 2003 onwards.

 Return Since Inception

Strategy Return Since Inception
  Download history as csv:

 Company And Performance

 As our Market Timing Indicator is currently UP , this portfolio duplicates the holdings of the Earnings_Estimate_Upgrades_Monthly:

 Aeterna Zentaris Inc. -99.88 % TSX:AEZS  
 Canadian Pacific Railway Limited 250.95 % TSX:CP  
 Firstservice Corporation 560.11 % TSX:FSV  
 Stantec Inc. 192.04 % TSX:STN  
 Tucows Inc 104.99 % TSX:TC  

 * You can get all the historical orders since the portfolio's inception.
 ** The performances shown in the table are since the initial recommendation in the underlying portfolio that does not use the Market Timing Indicator.

 Compounded Returns

Strategy Monthly Compounded Returns
  Note: 3-year and since inception returns are annualized.

 Sector Mix

Strategy Sector Mix

 Historical Orders Since Inception

 All buy and sell orders generated to build this portfolio since inception can be found here.
Strategy Volatility Classification
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