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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

Investing Models:

Earnings and Dividend Growth (Canada)

This model provides a balanced approach focused on Earnings Growth and Dividend Growth, as well as companies with a tracking record of meeting or exceeding estimates as well as being estimated to grow. Furthermore, the model chooses stocks with a history of low volatility, which tends to be stable and predictable regarding earnings estimates.

Earnings and Dividend Growth (Canada)

This model provides a balanced approach focused on Earnings Growth and Dividend Growth, as well as companies with a tracking record of meeting or exceeding estimates as well as being estimated to grow. Furthermore, the model chooses stocks with a history of low volatility, which tends to be stable and predictable regarding earnings estimates.

Business Expansion (US)

This model is focused on a balanced approach, targetting metrics that identifies business expansions via growth or acquisitions, which typically drives profitability and stock price appreciation.  Additional screening factors include quality and value to enhance the probabilities of a profitable trade.

Consumer Staples Value (US)

This model is focused on Consumer Staples companies focused in returning cash to shareholders. Consumer staples sector is typically less affected by market uncertainty (specially when driven by news).  This model has a low correlation to the market, providing a great complement to other models and as part of an investing portfolio.

Consumer Staples Value (US)

This model is focused on Consumer Staples companies focused in returning cash to shareholders. Consumer staples sector is typically less affected by market uncertainty (specially when driven by news).  This model has a low correlation to the market, providing a great complement to other models and as part of an investing portfolio.

Nasdaq and NYSE Leaders (US)

This model seeks companies with strong fundamentals, momentum and growing top line estimates, 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.

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, in 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, in case macro conditions deteriorate, in order to preserve capital and income via other asset types.

Trading Models:

Momentum of Fundamentals (Canada)

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.

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. This is specially observed in smaller cap stocks, which is considered on this model.

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.

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.

Using ETFs / CEFs:

Trading and Investing with ETFs and CEFs (US)

Take advantage of 5 different ETF and CEF Portfolios tailored to your needs: some portfolios in this model are oriented towards investing (low turnover, taking macro factors into account), others in this model are oriented towards trading (taking momentum and sentiment into account). To add further diversification and higher income, this model also offers a portfolio of CEFs (closed-end funds) that are focused on a more conservative adjusted risk return by exposing growth through discounted NAV while investing in funds with an attractive yield.

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