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Listed below are our sample portfolios which we welcome you to folow for free. They are intended for demonstrative purposes. These portfolios will provide an insight as to our preferred methodology in achieving intelligent investment returns. The tactics, and therefore the returns, can and should be adjusted for your specific goals and investment comfort levels. One portfolio is for US listed securities and one for Canadian listed securities. Each began with $100,000.00 CAD, meaning at the time of inception on November 23, 2011, the USD portfolio was valued at $95,370.00 USD based on the Bank of Canada closing rate of $1.0485 USD/CAD.
We post these portfolios here for your review, to demonstrate the effects of our stock selection and hedging strategies through the various market conditions over time.
Current portfolio statements:
Like the results of what you see in our practice portfolios? Interested in benefitting from a similar approach for your portfolios? We can help you with that, so let's talk.
I have been struggling with how to proceed with the practice portfolio’s going forward.The challenge has been that for the Canadian portfolio, the options market is not as liquid as I need as my current program relies on actual trade executions to fill m ‘practice’ orders.I’ve been relying on actual orders because my goal is to produce a verifiable portfolio rather than one base on hypothetical orders.I am looking at tracking portfolios based on end of day bid/ask quotes as that information is relatively easy to verify.If you have other suggestions, feel free to tell me what you think would be reasonable in the circumstance.
I’ll make a decision soon and get this back on the site.