Building A Bulletproof 2020 Portfolio: Part V

Check out my 2020 Canadian Equity Portfolio and see why I believe this has a good chance of outperforming the benchmark index ETF’s. This will mark the fourth consecutive year I have used this strategy combining historical risk and return metrics with current key fundamental metrics, and to date it has generated vastly superior returns along with lower portfolio volatility. You’re free to read all about it by clicking on the 2020 Portfolio link in the Menu Navigation, and download the portfolio in Excel format as well. Happy New Year!

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.

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.

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!

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!