We rebalanced the portfolio this January with 3 ins and 3 outs. Two of them, Thomson Reuters (TRI) and Open Text (OTEX) were sold as a sector rotation, and EnerCare (ECI) was replaced for falling too low with its SP Score.
Sells :
1. Thomson Reuters – (TRI)
2. Open Text (OTEX)
3. EnerCare (ECI)
Buys :
1. Norbord (OSB)
2. Brookfield Infrastructure Partners (BIP.UN)
3. Dollarama (DOL)
