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December 13, 2017
Price Momentum Weekly
 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 Momentum Price Weekly portfolio follows a disciplined approach, selecting Canadian stocks based on their strong price momentum every week. 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.
 PERFORMANCE

 Return Since Inception

Strategy Return Since Inception
  Download history as csv:
 HOLDINGS

 Company And Performance

 Lithium Americas Corp 32.57 % TSX:LAC  
 Ballard Power Systems Inc -0.17 % TSX:BLDP  
 GoldMoney Inc. 28.01 % TSX:XAU  
 Valeura Energy Inc. 15.09 % TSX:VLE  
 Canada Goose Holdings Inc. 2.1 % TSX:GOOS  
 Aphria Inc 0.64 % TSX:APH  
 Aurora Cannabis Inc. -4.24 % TSX:ACB  

 * 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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