Top-Ten Portfolio Archives - Page 2 of 10

Top-Ten Dividend Yield Portfolio – June 11 2021

June 11, 2021 Bob Weir

The Top-Ten Dividend Yield Portfolio is designed with a longer-term perspective. As such, we will update it every two weeks, using Friday’s closing prices. Essentially, it will be a Buy-and-Hold portfolio, with minimal trading involved. The Portfolio will be appropriately invested but, if circumstances warrant, there could be a sizable cash component. The Portfolio was initiated on June 1, 2021 with a full complement of ten stocks. The initial investment, at inception, was $500,000. [more]

Top Ten Portfolio Drops 2.2% Last Two Weeks

February 7, 2020 Bob Weir

The Top Ten Portfolio slipped a bit over the last two weeks, dropping 2.2%, while the S&P/TSX Composite Index gained a modest 1.1%. [more]

Top Ten Portfolio Rises 0.3% This Past Week

January 25, 2020 Bob Weir

It was a stand-pat week for both our Top Ten Portfolio and the S&P/TSX Composite Index. The portfolio gained 0.3% while the Index was flat. [more]

Top Ten Portfolio – A Reboot for the New Year

January 13, 2020 Bob Weir

Our Top Ten Portfolio has undergone a substantial transformation. Only 2 stocks remain from 2019. Look inside to see what we did. We are somewhat cautious at this point. [more]

Top Ten Portfolio Ends Year With A Gain Of 21.0%

December 31, 2019 Bob Weir

Our Top Ten Portfolio’s gain by the end of 2019 was just narrowly back of the benchmark S&P/TSX Composite Index’s 22.2% gain. Despite this relatively good performance, we intend to overhaul the Portfolio for 2020. We started with $500,000 total capital at the beginning of 2019 and we will be including last year`s total profits to begin 2020 with total capital of $605,204. [more]

Top Ten Portfolio Has Growth Spurt Last Week, Rising 2.8%

December 22, 2019 Bob Weir

Our Top Ten Portfolio finally broke out to the upside. Just in time because we are going to discontinue this portfolio and start a new one on January 1, 2020. [more]

Top Ten Portfolio Unchanged Month-over-Month, Steady Around $600,000

December 13, 2019 Bob Weir

Our Top Ten Portfolio continues to be range-bound, essentially since mid-June, suggesting that it might be time for an over-haul. Portfolio managers typically consider this strategy at this time of year. [more]

Top Ten Portfolio Keeping Pace With S&P/TSX

November 23, 2019 Bob Weir

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]

Top Ten Portfolio Back Above $600,000

November 10, 2019 Bob Weir

Our Top Ten Portfolio performed well of late and regained the $600,000 level. Including dividends and trading profits, the Portfolio is up 20.4% YTD and exactly matches this year’s gain by the S&P/TSX Composite Index. We think that we should be able to do better than the general index. [more]

Top Ten Portfolio Essentially Range-Bound For October

October 26, 2019 Bob Weir

The Portfolio is struggling to gain traction. Its current value is about where it was at the beginning of October. Only five of the nine stocks are profitable although only one of the four losers is decidedly so. The present bevy of stocks is up only 1.2%, and it has been trading profits that have served the Portfolio so well to date. [more]