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October 21, 2020
Price Momentum Monthly
 Portfolio Inception Date
 September 01, 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 strong price momentum.

  • The Momentum Price Monthly portfolio follows a disciplined approach, selecting Canadian stocks based on their strong price momentum every month. The portfolio holds between 3 and 10 stocks at any time. 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

 Midas Gold Inc -29.89 % TSX:MAX  
 GoGold Resources Inc. -3.64 % TSX:GGD  
 Taseko Mines Limited 19.84 % TSX:TKO  
 Lithium Americas Corp -12.85 % TSX:LAC  
 Trillium Therapeutics Inc. -9.78 % TSX:TRIL  
 Autocanada Inc. 15.96 % TSX:ACQ  

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

 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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