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Premium Models

“If you want to have a better performance than the crowd, you must do things differently from the crowd.” – John Templeton

Based on a Balanced Approach:

Momentum of Fundamentals (TSX)

This model is focused on a balanced approach, looking for acceleration of financial metrics on fundamentals, which typically drives profitability and stock price appreciation.  It’s a more conservative methodology, which basically explores the inefficiencies of small and medium cap companies with decent fundamentals but with price disconnected from quality factors.

Based on growth:

Defensive Sectors (Canada)

This model is focused primarily on growth, but on stocks from defensive sectors, which are less cyclical and typically contains robust recession-proof companies. These stocks are scanned for strong metrics that typically demonstrates low correlation to how the market behaves, providing a great complement to other models and an investing portfolio.

Defensive Sectors (Canada)

This model is focused primarily on growth, but on stocks from defensive sectors, which are less cyclical and typically contains robust recession-proof companies. These stocks are scanned for strong metrics that typically demonstrates low correlation to how the market behaves, providing a great complement to other models and an investing portfolio.

Value, Sentiment and Momentum (Canada)

These 3 components are the secret engine for this model: Value to seek for fair price; sentiment for market consensus on the direction upward; and momentum to ride on the recovery to fair value and growth.

Nasdaq Leaders - large cap (US)

This large cap model seeks companies with strong fundamentals and price growth, from a niche of companies focused on innovation, new technology and leadership among peers in the same industry. While innovation can’t be mathematically modeled, several formulas and rankings were built to choose only the top companies that score well on both fundamentals and technical analysis.

Nasdaq Leaders - large cap (US)

This large cap model seeks companies with strong fundamentals and price growth, from a niche of companies focused on innovation, new technology and leadership among peers in the same industry. While innovation can’t be mathematically modeled, several formulas and rankings were built to choose only the top companies that score well on both fundamentals and technical analysis.

Based on income:

Improved Dogs of TSX (Canada)

This model is inspired after the famous Dogs of the Dow, which is based on selecting a company with the highest dividend yield. A few modifications and improvements were done to create a passive investing model meant to provide superior results than the market. In order to preserve gains and mitigate losses during market contraction, this model makes use of market timing to switch to other asset types when there is an increased risk to hold equities.

Seeking Income and Quality (US)

This model seeks companies with strong fundamentals, higher dividend yield and low volatility, as a mechanism to find value and quality. Only large-cap companies are traded, to ensure high liquidity.

Although the stocks are held for an average of 4 months, the model uses market timing rules which are verified weekly, case macro conditions deteriorate, in order to preserve capital and income via other asset types.

Seeking Income and Quality (US)

This model seeks companies with strong fundamentals, higher dividend yield and low volatility, as a mechanism to find value and quality. Only large-cap companies are traded, to ensure high liquidity.

Although the stocks are held for an average of 4 months, the model uses market timing rules which are verified weekly, case macro conditions deteriorate, in order to preserve capital and income via other asset types.

Based on volatility:

Trading Inverse Volatility and ETFs (US)

Take advantage of Volatility and leveraged ETFs by trading this model that uses both rolling yield, fundamentals, economic indicators and technical analysis to determine the best ETF to trade for the short term, switching between inverse volatility ETF or leveraged ETFs when market conditions are favorable for the upside to other asset-classes ETFs (like fixed income)  when market conditions are uncertain or signaling increasing volatility.

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