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August 21, 2017
Earnings Estimate Upgrades Monthly
 Portfolio Inception Date
 December 07, 2004

 Benchmark
 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.
 DESCRIPTION

  • The Earnings Estimate Upgrades Monthly portfolio follows a disciplined approach, selecting Canadian stocks based on earnings estimate upgrades every month. The selected stocks also trade on one of the American stock exchanges. 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.
 PERFORMANCE

 Return Since Inception

Strategy Return Since Inception
  Download history as csv:
 HOLDINGS

 Company And Performance

 Aeterna Zentaris Inc. -97.98 % TSX:AEZS  
 Canadian Pacific Railway Limited 20.32 % TSX:CP  
 Firstservice Corporation 86.04 % TSX:FSV  
 Stantec Inc. -0.39 % TSX:STN  
 Tucows Inc 391.37 % TSX:TC  
 Alexco Resource 24.32 % TSX:AXR  
 Golden Star Resources Ltd. 60.71 % TSX:GSC  

 * You can get all the historical orders since the portfolio's inception.
 RETURNS

 Compounded Returns

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

 Sector Mix

Strategy Sector Mix
 ADDITIONAL INFORMATION

 Historical Orders Since Inception

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