As my newsletter has been going for over a year, I would like to point out how some of my picks have performed.
Most of the following companies and ETF’s I have recommended for the entire time, while some have been added later.
If the companies had been held for at least one year, the total return (income plus capital growth) would have been as follows:
|Security||1 Year Total Return|
|Bank of America||33.3%|
|Canadian Tire A||24.6%|
I also took profits during the last year in both Dollarama and ZCL Composites with returns far exceeding the TSX Composite.
In regards to my sector bets, I have been overweight Financials and Technology and underweight Energy for the entire time.
Both Financials and Technology have sharply outperformed their respective benchmark domestic indicies, while Energy has under performed for the entire period.
I have also been overweight Industrials for the last year with Canadian industrials outperforming the TSX while US Industrials marginally under performing.
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