Top Ten Portfolio Rises 0.3% This Past Week

One Addition to Portfolio Holdings

January 25, 2020 Bob Weir Top-Ten Portfolio

eResearch | The Top Ten Portfolio contains five stocks that are directly or indirectly related to the Canadian Energy Sector. Despite the horrendous week for the Energy Sector, the Top Ten Portfolio still managed to eke out a modest 0.3% gain. We added ChemTrade Logistics Income Fund to the portfolio on January 23.

Current Portfolio

2020-01-25 Top 10 Portfolio - portfolio
Source: eResearch

Portfolio Performance

The following table shows the performance of the Top Ten Portfolio since its Inception on January 1, 2019.  We include the basic Top Ten Portfolio and then provide the performance including dividends received to date. We show the same metrics for the S&P/TSX Composite Index.

The basic Top Ten Portfolio is up 7.9% compared to a lofty 22.6% for the Index. However, after adding in Dividends Received, the Top Ten Portfolio is ahead by 22.1% while the Index is slightly better at 25.9%.

2020-01-25 Top 10 Portfolio - Performance
Source: eResearch

Graphical Comparison

2020-01-25 Top 10 Portfolio - Graphical
Source: eResearch

Comprehensive Report

You can read our comprehensive report here: TopTen_January 24, 2020

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About Bob Weir 329 Articles
Bob Weir has over 50 years of investment research and analytical experience in both the equity and fixed-income sectors, and in the commercial real estate industry. He joined eResearch in 2004 and was its President, CEO, and Managing Director, Research Services until December 2018. Prior to joining eResearch, Bob was at Dominion Bond Rating Service (DBRS).

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Our Top Ten Portfolio slipped slightly over the past two weeks by 0.5% while the S&P/TSX Composite Index rose 0.6%. We are increasingly nervous about a possible near-term correction even though the market has entered its strongest seasonality period. Investors should be alert for tax-loss selling situations, where increased selling for window-dressing purposes could result in sharply lower prices for “loser” stocks. This often provides an ideal entry point for astute buyers. [more]