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September 19, 2023
Ultimate Price Momentum v3
 Portfolio Inception Date
 September 27, 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 Ultimate Price Momentum v3 portfolio follows a disciplined approach, selecting Canadian stocks based on their strong price momentum every week. It reproduces the Price Momentum Weekly portfolio with a 3-week delay filter. 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

 Celestica Inc. 8.73 % TSX:CLS  
 Precision Drilling Corporation 5.8 % TSX:PD  
 Trican Well Service Ltd. 0.63 % TSX:TCW  

 * 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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