TCI Premia U.S. Large Cap Equity Model Portfolio
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
|Tacita Capital Inc.
|Value and Quality
|Equal weight within tolerance bands
|Maximum Sector Size
|8 stocks per sector
|National Bank Independent Network