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 |
| Minimum Investment | $1M CAD |
| Weighting | Equal weight within tolerance bands |
| Rebalancing | Monthly |
| Maximum Sector Size | 8 stocks per sector |
| Portfolio Dividend Yield | 2.9% |
| Custodian | National Bank Independent Network |