Top Ten Portfolio

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]

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]

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]

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]

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]

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]

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]

The Portfolio struggled in concert with the general market this past week. Still, it rose 1.1% in the month of September and it is up18.0% since inception. [more]