Tracking My 2020 Canadian Equity Portfolio

This year, in an effort to be as transparent as possible, I will be posting short weekly progress updates on how my 2020 Canadian Equity Portfolio is performing against its benchmark, the iShares Core S&P/TSX Capped Composite Index ETF (Symbol: XIC). You can also read more about the portfolio by clicking on 2020 on my website’s navigation menu and download an Excel version for yourself. My goal is to encourage more people to move away from passive ETF’s or expensive mutual funds and create a greater sense of ownership by building their own diversified, defensive equity portfolios.

The ETF DaddyJanuary 11, 20202020 Stocks, 2020 Canadian Equity Portfolio, Defensive Stocks, S&P/TSX Composite, XIC, iShares Core S&P/TSX Capped Composite Index ETF, Metro, Canadian Apartment Properties REIT, Boyd Group Income Fund, Morneau Shepell, Alimentation Couche-Tard, Fortis, Constellation Software, Empire Company, Premium Brand Holdings, Franco-Nevada Gold, Geoffrey LearmonthComment

Building A Bulletproof 2020 Portfolio: Part IV

In Part IV of Building A Bulletproof Portfolio, we make an additional to the Sample Equity Model Template and bring in Fundamental Key Metrics for the stocks in our stock universe. These act as guidelines as we optimize our portfolio to suit our individual investment philosophy. The end result is going to be one which you can describe easily in terms of risk and return, sector and stock weight limits, and the percentage of your portfolio invested in categories such as high growth stocks, dividend-yielding stocks, and average portfolio return on equity and dividend yield.

The ETF DaddyDecember 27, 2019Canadian Equity Portfolio, 2020 Stocks, Recession-Proof Portfolio, Low Volatility, Free Cash Flow, Return on Equity, ROE, Geoffrey Learmonth, Excel Solver, Covariance Matrix, Equity Model, Excel Data AnalysisComment

Building A Bulletproof 2020 Portfolio: Part III

In Part III of Building a Bulletproof 2020 Portfolio, we get right into the nuts and bolts of generating a model equity portfolio using Excel’s built-in software: the Data Analysis and Solver Add-Ins. Once you have everything set up, you’ll find that it is quite easy to get started maximizing your risk-adjusted returns or minimizing your portfolio’s total risk. We provide you with a free template to get you started, and take you through the steps needed to design a portfolio which aligns with your investment philosophy.

The ETF DaddyDecember 23, 2019Canadian Equity Portfolio, 2020 Stocks, Recession-Proof Portfolio, Low Volatility, Free Cash Flow, Return on Equity, ROE, Geoffrey Learmonth, Excel Solver, Covariance Matrix, Equity Model, Excel Data AnalysisComment

Building A Bulletproof 2020 Portfolio: Part II

In Part II of this series of articles, I will expand on building a model equity portfolio by explaining the sources of data investors have free access to. While I have yet to find a free data source that is also free of errors, using multiple data sources can add validity to your data set and alert you if there’s a problem. Once we have our data neatly organized, we will be ready to start building our portfolio in Part III!

The ETF DaddyDecember 22, 2019Canadian Equity Portfolio, 2020 Stocks, Recession-Proof Portfolio, Low Volatility, Free Cash Flow, Return on Equity, ROE, Geoffrey LearmonthComment

Building A Bulletproof 2020 Portfolio: Part I

In Part I of this series of articles, I will be taking you through the process I use for building my annual Canadian equity portfolio. Although I have been an active investor for almost 15 years now, it wasn’t until about three years ago that I nailed down a process I am truly comfortable with. Using this methodology, the results have been positive so far. In 2017 and 2018 I beat the benchmark index ETF, the iShares Large Cap Index ETF (XIU) by more than 10%, and this year I am on pace to beat the Index ETF by about 7%. So let’s get started building a bulletproof portfolio for next year!

The ETF DaddyDecember 20, 2019Canadian Equity Portfolio, 2020 Stocks, Recession-Proof Portfolio, Low Volatility, Free Cash Flow, Return on Equity, ROE, Geoffrey Learmonth Comments