TCI Premia Canadian Momentum Equity Model Portfolio
Investment Strategy
The TCI Premia Canadian Momentum Equity Model Portfolio seeks long-term capital growth by investing primarily in equity securities of Canadian companies that are demonstrating positive momentum.
Why should I allocate capital to this Model Portfolio?
- The Model Portfolio allows for exposure to liquid small and mid-cap stocks that could generate additional size factor return premia over time
- A diversifying complement to commonly held Canadian funds, ETFs and stocks
- Acts as a strong factor complement to commonly-held high dividend Canadian stocks
- Provides the opportunity to navigate sentiment and economic cycle swings in a market with a high allocation to cyclical stocks
- The Canadian momentum factor has a rich return premia history1
1 Past performance is not indicative of future results.
Latest Monthly Profile
| Manager | Tacita Capital Inc. |
| Portfolio Type | SMA |
| Asset Class | Equity |
| Country | Canada |
| Factor/Style | Momentum with Quality parameters |
| Market Capitalization | Mid-to-Large Cap |
| Minimum Investment | $1M CAD |
| Weighting | Equal weight within tolerance bands |
| Maximum Position Weighting | 10% |
| Rebalancing | Monthly |
| Maximum Sector Size | 6 stocks per sector |
| Portfolio Dividend Yield | 1.0% |
| Custodian | National Bank Independent Network |