Triple Seven Growth Portfolio

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Overview

The fundamental investment objective of this portfolio is to provide mid to long term growth coupled with an income stream from tax efficient Canadian dividends.  The portfolio invests in 21 stocks with seven stocks coming from each of the Dividend Growth Portfolio, the Core Growth Portfolio, and the Aggressive Growth Portfolio.

 

Investment Strategy

To achieve the portfolio's investment objectives, we look for companies that:

  • diversify the portfolio so that small, medium, and large capitalization stocks are all represented
  • trade at reasonable valuations vs. their peers and the market in general

We do not use market timing or industry timing strategies in the management of this portfolio.

 

                     (Source: Toogood)

 

Triple Seven
Portfolio

12.23%

 

9.62%

 

15.90%

 

12.90%

 

S&P/TSX Capped
Composite Index

9.10%

 

 

6.59%

 

 

8.63%

 

 

5.76%

 

 

         

 

Performance returns are based on actual representative accounts. Please note that past performance is not necessarily an indicator of future performance. The indicated rates of return are gross of fees. Individual results of clients' portfolios may differ from that of the representative portfolios as fees may differ, and performance of specific accounts is based on specific account investiture.
The noted representative portfolios may not be appropriate for all investors.