Our four main strategies

Market in uptrend

Buy profitable and growing companies at a reasonable price.

Market in downtrend

No securities in portfolio, everything has been sold.

Beginning of uptrend

Purchase of securities with good value that fell sharply during the last decline.

Christmas Rally

Purchase the 10 stocks of the index that dropped the most between January 1st and December 15th.

How it works?

To make money in the stock market, you have to know when to buy, what to buy and when to sell.

Market in uptrend

In a bullish stock market, we favor the purchase of profitable, growing and reasonably priced companies. We look for companies with the best financial ratios of profitability, growth, low debt and low price volatility. Technical analysis is used to identify a bull market. Over the past 10 years we have been in bull market 48% of the time.

Market in downtrend

In a downtrend, we sell all investments and get out of the stock market. The proceeds go to investments with no risk. Even the best companies go down when a bearish wind blows. Our analysis shows that our portfolio would have been out of stock markets nearly 41% of the time over the past 10 years.

Beginning of uptrend

At the beginning of a bull market, it is usually not the best companies that rises the most. It is often the companies that went down the most in the last decline that are bouncing back. This is due to covering of securities by short sellers. At the beginning of the bull market we are looking for the companies that have dropped the most and have a good fundamental situation. We have been in the early bull market for nearly 7% of the time in the past 10 years. It was during these rare periods that the portfolio really shined.

Christmas Rally

An opportunity presents itself each year: it is the Christmas rally. Investors who hold securities that have lost value during the year are advised to sell these investments to deduct their losses at the tax level. Stocks that had already fallen sharply during the year were again under pressure in November and early December. The price of several stocks will be well below their real value around December 15th. We therefore propose to buy on December 15th the 10 stocks that have dropped the most during the last year and to keep them for 3 weeks until January 6th on both the Canadian and American stock exchanges. Christmas returns every year and represents 4% of the days of the year on the stock market …

Effective strategies

We simulated the use of the 4 combined strategies since December 15th, 2005. A $ 100,000 invested this way would have earned $ 701,018 on December 31th, 2016, an annual compounded rate of return of 20.71%. An equivalent amount of 50% on the TSX and 50% on the S & P500 would be worth $ 169,726. The simulation was done taking into account the expenses for series F of the fund.

Here is a graphic representation of the simulation.

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$ 100,000 invested 11 years ago would be worth $ 701,018 as of December 31th, 2011 vs. $169,726 for the benchmark.

Warning:

Please read the fund’s offering memorandum before investing. Mutual funds are not guaranteed; Their value is expected to fluctuate frequently and past performance may or may not be replicated. Investors will pay management fees and expenses and may incur commissions or maintenance fees. In addition, they could make a profit or incur a loss.

Compound growth calculations are used to illustrate the effect of the composition and are not intended to reflect the future value of a fund or the return on investment in a fund.

The above illustration has been produced with data and assumptions that we believe are reliable. Closing prices were used, among other things, to calculate purchases and sales, there can be no assurance that the transactions were made at these prices.