The Growth Portfolio objective is to achieve long-term capital growth by investing primarily in large and medium blue-chip companies located in Canada and the United States through common stocks and ETFs. However, we do hold some ETFs that hold shares of global companies for added growth and diversification. All holdings are well established in their respective industries with the potential for ABOVE AVERAGE growth. Dividend income is a minor objective, as many of the holdings in this portfolio have consistently grown their dividends.
All holdings are top performers in their industry, does not carry a lot of debt, and have great future prospects for growth. We also look into the tenure of the people managing these companies and ETFs. We put more concentration on companies that have market dominance.
Over the long term, we aim to achieve rates of total return that exceed that of a broad market S&P 500 index using a combination of US and Canadian Equities.
This portfolio does not have a fixed income component and will not hold GICs, Bonds, Options, Metals, or short positions.
A well-diversified U.S. and Canadian equity portfolio with an aggressive growth mandate.
Are seeking long-term capital growth.
Are comfortable with medium/high risk over a +5 year time horizon.
We aim to hold no more than 20 securities as this is to be a concentrated portfolio of top performers. With ability to add additional company exposure through ETFs.
No fixed income securities.
Long term investment objective for medium/high risk.
AMZN
Amazon
9%
AAPL
Apple Inc.
12%
CNQ
Canadian Natural Resources Limited
10%
META
Meta Platforms Inc
10%
MSFT
Microsoft Corp
12%
NFLX
Netflix Inc.
10%
RY
Royal Bank of Canada
8%
SPGI
S&P Global Inc.
9%
TGGR
TD Active Global Equity Growth ETF
10%
V
Visa Inc.
10%