Top Ten Portfolio Drops 2.2% Last Two Weeks

One Addition to Portfolio Holdings

eResearch | The Top Ten Portfolio struggled a bit in the last two weeks, still reflecting its exposure to the volatile Canadian Energy Sector. Its two-week loss amounted to 2.2%, and its value, including dividends received, fell just below the $600,000 mark. We added CGI Group Inc. to the portfolio on January 30.

Current Top Ten Portfolio

2020-02-07 Top 10 - share price info
Source: eResearch Corp.

Portfolio Performance

The following table shows the performance of the Top Ten Portfolio since its Inception on January 1, 2019.  We include the basic 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 5.7% compared to a lofty 23.3% for the Index. However, after adding in Dividends Received, the portfolio is ahead by 19.9% while the Index is slightly better at 26.6%.

2020-02-07 Top 10 - Portfolio Performance
Source: eResearch Corp.

Graphical Comparison

As at: 07-Feb-20     Since: 01-Jan-19
Includes Reinvested Dividends

2020-02-07 Top 10 - Graphical Comparison
Source: eResearch Corp.

Comprehensive Report

You can read our comprehensive report here: Top Ten Portfolio Report – February 7, 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).