10 Stock Model Portfolios

Our 10 Stock Model portfolios gave rise from the knowledge that momentum investing has proven to be one of the key attributes to long-term performance.  We manage both a Canadian 10 Stock Model Portfolio and a US 10 Stock Model Portfolio.  With the use of computer software all stocks in our respective Canadian and US matrix are ranked by relative strength.  Our objective is to identify and own the 10 highest ranked positions diversified by sector.  Most importantly, the sell decision is also an extremely disciplined rules-based decision to ensure no investor bias enters the equation.  You will find our 10 Stock Model Portfolios imbedded within some of our Model Portfolios and can also held as standalone portfolios for those clients looking for maximum growth in an extremely disciplined manner.    

National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada. (NBC) that is used under license by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).

The present document may not be reproduced either wholly or in part. It must not be distributed or published or be mentioned in any way whatsoever. No mention of the information, opinions and conclusions it contains may be made without the express written pre-approval of NBF for each instance.

The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are based upon our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein. The opinions expressed do not necessarily reflect those of NBF.

The information contained herein has been prepared by Alan Kemp, an investment advisor at NBF. The opinions expressed do not necessarily reflect those of NBF.