Model Portfolio

Canadian Model Portfolio Transactions – July 2018

By July 19, 2018 No Comments


– Sun Life (SLF)  – SPscore. We sold SLF:CN because on a relative basis IAG:CN is a better stock to own in the portfolio.

– Enghouse Systems (ENGH)  – Market Trend. Reduction in the info tech sector. We had to remove a position in the portfolio. 


Industrielle Alliance (IAG)  – SPScore. We purchased IAG:CN to replace SLF:CN in the financials sector.

TFI International (TFII) – Market Trend. Increase of the industrials sector. We had to add a position in the portfolio.