TCI Premia U.S. Large Cap Equity Model Portfolio

Investment Strategy

The TCI Premia U.S. Large Cap Equity Model Portfolio seeks long-term capital growth by investing primarily in large capitalization equity securities of U.S. companies that are demonstrating positive value and quality characteristics.

Why should I allocate capital to this Model Portfolio?

  • The Model Portfolio is a solid complement to a broad-based U.S. core ETF position
  • It provides the potential to earn the long-established value and quality return premia1
  • A multi-factor approach mitigates the risk of a particular factor being out of favour
  • Effective investment tax management through capital gain and loss harvesting
1 Past performance is not indicative of future results.
Latest Monthly Profile
Manager Tacita Capital Inc.
Portfolio Type SMA
Asset Class Equity
Country United States
Factor/Style Value and Quality
Market Capitalization Large Cap
Weighting Equal weight within tolerance bands
Rebalancing Monthly
Maximum Sector Size 8 stocks per sector
Custodian National Bank Independent Network