Price Momentum Monthly+ portfolio historical orders

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September 19, 2023

Price Momentum Monthly+

Portfolio Inception Date
September 01, 2004

Benchmark
S&P/TSX Composite Index

Portfolio Objectives
To provide a long-term total return above the benchmark index by investing in Canadian stocks selected by the Super Stock Picker system, a rigorous and disciplined approach to stock selection based on their strong price momentum.

DESCRIPTION

The Price Momentum Monthly+ portfolio duplicates the Price Momentum Monthly portfolio when the Market Timing Indicator is UP and is 100% cash when the indicator is DOWN. Note that the indicator signals are recorded live only since October 08. This approach is based on the Super Stock Picker system that automatically and systematically manages this portfolio, it:
- Uses a clearly defined investment process.
- Provides diversification by investment style, including both growth and value stocks from the Canadian market.
- Does not change based on market conditions or investment trends.
Canadian stocks are selected based on research of the Toronto Stock Exchange from 2003 onwards.

HISTORICAL ORDERS SINCE INCEPTION

Open Orders

As our Market Timing Indicator is currently UP , this portfolio duplicates the holdings of the Price_Momentum_Monthly:
Name	Ticker	Buy Date	Buy Price	Sell Date	Sell Price	Perf.
Crew Energy Inc	TSX:CR	2023-09-01	6.45	-	-	-4.34 %
Autocanada Inc.	TSX:ACQ	2023-09-01	27.10	-	-	-7.12 %
North American Energy Partners Inc.	TSX:NOA	2023-08-01	33.21	-	-	-5.63 %
Celestica Inc.	TSX:CLS	2023-08-01	28.38	-	-	7.47 %
* The performances shown in the table are since the initial recommendation in the underlying portfolio that does not use the Market Timing Indicator.

Closed Orders

This portfolio benefits from our Market Timing Indicator. Its historical orders are the sum of the historical orders of the Price Momentum Monthly portfolio and the Market Timing Indicator historical signals.