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August 21, 2017
Price Momentum Monthly+
 Portfolio Inception Date
 September 01, 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 strong price momentum.
 DESCRIPTION

  • The Price Momentum Monthly+ portfolio duplicates the Price Momentum 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.
 PERFORMANCE

 Return Since Inception

Strategy Return Since Inception
  Download history as csv:
 HOLDINGS

 Company And Performance

 As our Market Timing Indicator is currently DOWN , this portfolio is 100% in cash.

 This portfolio is currently empty.
       

 * 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.
 RETURNS

 Compounded Returns

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

 Sector Mix

This portfolio is currently empty.
 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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