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Home » Past Performance

PastPerformance

The historical performance is a combination of many macro and micro parameters. Past returns should be used to judge the quality of a portfolio but not to predict its future performance

 

Kalkine Portfolio Performance- Canada

Fast-track guide to how our portfolio performed during 2022-2023

  • Below, we present the performance of stocks included in Kalkine Portfolio- Canada for the year 2022-2023, starting from February 8, 2022, till February 7, 2023.
  • Our performance figures are hypothetical and based on recommendations and respective prices mentioned in the report. The performance has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of the approach used for calculating the performance.
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
  • We encourage you to think of investing as a long-term pursuit.

 

1Performance for historical years (Example: February 08, 2022, to February 07, 2023)

2Benchmark total return includes benchmark price return plus dividend yield. For 2022-23, Benchmark Indices used are TSX Composite Index and S&P/TSX Venture Composite Index. For 2021-2022, Benchmark Indices used are TSX Composite Index and S&P/TSX Venture Composite. Weightages are given based on number of stocks falling under each benchmark index. However, for 2020-2021, TSX Composite was considered as benchmark Index.

 

Kalkine Product Portfolio Performance- Canada

Fast-track guide to how our portfolio performed during 2022-2023

  • Below, we present the performance of stocks included in Kalkine Portfolio- Canada for the year 2022-2023, starting from February 8, 2022, till February 7, 2023.

  • Our performance figures are hypothetical and based on recommendations and respective prices mentioned in the report. The product portfolio mentioned here is part of the Kalkine Portfolio- Canada, the performance of which has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of the approach used for calculating the performance.
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
  • We encourage you to think of investing as a long-term pursuit.


1Performance for historical years (Example: February 08, 2022, to February 07, 2023)

2Benchmark total return includes benchmark price return plus dividend yield. For 2022-23, Benchmark Indices used are TSX Completion and TSX 60. For 2021-2022, Benchmark Indices used are TSX Completion and TSX 60. Weightages are given based on number of stocks falling under each benchmark index. However, for 2020-2021, TSX Composite was considered as benchmark Index.

Fast-track guide to how our portfolio performed during 2022-2023

  • Below, we present the performance of stocks included in Kalkine Portfolio- Canada for the year 2022-2023, starting from February 8, 2022, till February 7, 2023.
  • Our performance figures are hypothetical and based on recommendations and respective prices mentioned in the report. The product portfolio mentioned here is part of the Kalkine Portfolio- Canada, the performance of which has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of the approach used for calculating the performance.
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
  • We encourage you to think of investing as a long-term pursuit.

1Performance for historical years (Example: February 08, 2022, to February 07, 2023)

2Benchmark total return includes benchmark price return plus dividend yield. For 2022-2023, Benchmark Index used is TSX Composite Index. For 2021-2022, Benchmark Index used is TSX Composite Index. However, for 2020-2021,  S&P TSX Capped Energy Index, S&P TSX Metals & Mining were considered as benchmark Index

Fast-track guide to how our portfolio performed during 2022-2023

  • Below, we present the performance of stocks included in Kalkine Portfolio- Canada for the year 2022-2023, starting from February 8, 2022, till February 7, 2023.
  • Our performance figures are hypothetical and based on recommendations and respective prices mentioned in the report. The product portfolio mentioned here is part of the Kalkine Portfolio- Canada, the performance of which has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of the approach used for calculating the performance.
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
  • We encourage you to think of investing as a long-term pursuit.


 

1Performance for historical years (Example: February 08, 2022, to February 07, 2023)

2Benchmark total return includes benchmark price return plus dividend yield. For 2022-2023, Benchmark Index used is TSX Composite Index.  For 2021-2022, Benchmark Indices used are TSX Composite Index and  TSX Completion. Weightages are given based on number of stocks falling under each benchmark index. However, for 2020-2021, TSX Composite was considered as benchmark Index

Fast-track guide to how our portfolio performed during 2022-2023

  • Below, we present the performance of stocks included in Kalkine Portfolio- Canada for the year 2022-2023, starting from February 8, 2022, till February 7, 2023.
  • Our performance figures are hypothetical and based on recommendations and respective prices mentioned in the report. The product portfolio mentioned here is part of the Kalkine Portfolio- Canada, the performance of which has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of the approach used for calculating the performance.
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
  • We encourage you to think of investing as a long-term pursuit.



1Performance for historical years (Example: February 08, 2022, to February 07, 2023)

2Benchmark total return includes benchmark price return plus dividend yield. For 2022-2023, Benchmark Index used is TSX Composite Index. For 2021-2022, Benchmark Index used is S&P/TSX Global Gold Index.

Fast-track guide to how our portfolio performed during 2022-2023

  • Below, we present the performance of stocks included in Kalkine Portfolio- Canada for the year 2022-2023, starting from February 8, 2022, till February 7, 2023.
  • Our performance figures are hypothetical and based on recommendations and respective prices mentioned in the report. The product portfolio mentioned here is part of the Kalkine Portfolio- Canada, the performance of which has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of the approach used for calculating the performance.
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
  • We encourage you to think of investing as a long-term pursuit.



1Performance for historical years (Example: February 08, 2022, to February 07, 2023)

2Benchmark total return includes benchmark price return plus dividend yield. For 2022-2023, Benchmark Index used is S&P/TSX Venture Composite. For 2021-2022, Benchmark Index used is S&P/TSX Venture Composite. However, for 2020-2021, S&P/TSX SMALL CAP SELECT INDEX was considered as benchmark Index

Kalkine Global Green Energy Portfolio

Fast track guide to how we performed over the last one year:-

  • Below we present performance for stocks included in Kalkine’s Global Green Energy Portfolio (Hypothetical) for year 2021 (2nd Dec 2020 – 1st Dec 2021) and year 2022 (2nd Dec 2021-1st Dec 2022). Typically, Kalkine’s Global Green Energy Portfolio represents hypothetical portfolio and it consists of globally listed stocks (Australia, US, Canada, UK, and New Zealand) with decent fundamentals from renewable energy space such as wind, solar, hydro, and geothermal producers, independent power producers, natural gas providers, equipment manufacturers, and service providers etc.

  • Dividend Yield for the Benchmark Index is assumed to be in-line with the yield provided as per the portfolio stocks during the said period.
  • Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine Reports (such Global Green Energy Reports and respective daily reports) using stock prices at the date of publication. The performance has been verified by an independent accounting firm.

Hit Ratio refers to number of stocks yielding positive returns (greater than 0%) divided by total number of stocks covered during the review period 2021-2022.

Fast-track guide to how our portfolio performed during 2022-2023

  • Below, we present the performance of stocks included in Kalkine Weekly Technical Analysis Portfolio- Canada for the year 2022-2023, starting from February 22, 2022, till February 21, 2023.
  • Our performance figures are hypothetical and based on recommendations and respective prices mentioned in the report. The product portfolio mentioned here is part of the Kalkine’s Weekly Technical Analysis Portfolio- Canada, the performance of which has been verified by Kalkine’s internal audit team.
  • More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of the approach used for calculating the performance.
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.

'Performance Methodology'

  • Recommendations under ‘Kalkine Weekly Technical Analysis Portfolio- Canada’ (Hypothetical) for the year 2022-2023 (from February 22, 2022, till February 21, 2023) have been used for the calculations presented in the section ‘Kalkine Weekly Technical Analysis Portfolio- Canada’.
  • Generally speaking, Kalkine Weekly Technical Analysis Portfolio- Canada represents a hypothetical portfolio, and this consists of stocks that appear to be short term opportunity for investors (typically 2-4 weeks) in equity market. This category may include companies which may appear to be in positive trajectory based on short term price action, and other technical indicators and do not take into consideration any fundamental analysis metrics.
  • Our performance figures are hypothetical in nature and based on recommendations from Kalkine Reports and respective stock prices mentioned in these reports.
  • The performance has been verified by an Kalkine’s internal audit team.

All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.

Fast-track guide to how our portfolio performed during 2022-2023

  • Below, we present the performance of stocks included in Kalkine Portfolio- Canada for the year 2022-2023, starting from February 10, 2022, till February 7, 2023.
  • Our performance figures are hypothetical and based on recommendations and respective prices mentioned in the report. The product portfolio mentioned here is part of the Kalkine Portfolio- Canada, the performance of which has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of the approach used for calculating the performance.
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
  • We encourage you to think of investing as a long-term pursuit.

1Performance from February 10, 2022, to February 07, 2023

2Benchmark return includes benchmark price return. For 2022-2023, Benchmark Index used is TSX Composite Index.

Fast-track guide to how our portfolio performed during 2022-2023

  • Below, we present the performance of stocks included in Kalkine Portfolio- Canada for the year 2022-2023, starting from April 26, 2022, till February 7, 2023.
  • Our performance figures are hypothetical and based on recommendations and respective prices mentioned in the report. The product portfolio mentioned here is part of the Kalkine Portfolio- Canada, the performance of which has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of the approach used for calculating the performance.
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
  • We encourage you to think of investing as a long-term pursuit.

1Performance from April 26, 2022, to February 07, 2023

2Benchmark return includes benchmark price return. For 2022-2023, Benchmark Index used is S&P/TSX Canadian Real Estate Index (GSPTTRE)

Fast-track guide to how our portfolio performed during 2022-2023

  • Below, we present the performance of stocks included in Kalkine Portfolio- Canada for the year 2022-2023, starting from June 6, 2022, till February 7, 2023.
  • Our performance figures are hypothetical and based on recommendations and respective prices mentioned in the report. The product portfolio mentioned here is part of the Kalkine Portfolio- Canada, the performance of which has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of the approach used for calculating the performance.
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
  • We encourage you to think of investing as a long-term pursuit.

1Performance from June 06, 2022, to February 07, 2023

2Benchmark return includes benchmark price return. For 2022-2023, Benchmark Index used is TSX Composite Index

Performance of Kalkine's Global Big Money Portfolio over the time frame

  • Below we present the performance for stocks included in Kalkine's Global Big Money Portfolio (Hypothetical) for the years 2021-22 (starting August 04, 2021, till August 4, 2022). Generally speaking, and given the uncertainty in the market at large, fundamentally sound stocks in mid-cap to blue-chip space can be considered for hedging the risk, adding alpha to a portfolio.
  • With this backdrop, Kalkine introduced its ‘Global Big Money Report’ on August 04, 2021; and our Hypothetical Global Big Money Portfolio includes a series of stocks that have been evaluated fundamentally and/or technically. These stocks are typically aimed at providing sustainable dividend income or can act as a defensive bet against volatility in the market.
  • Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine’s Global Big Money Reports using stock prices at the date of publication. The performance has been verified by an independent accounting firm.
  • Dividend Yield for the Benchmark Index is assumed to be in-line with the yield provided as per the portfolio stocks during the said period.
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
  • We encourage you to think of investing as a long-term pursuit.

Note 1: The performance numbers do not take into account any transaction fees or charges levied.

Note 2: Hypothetical performance may differ materially from results or returns ultimately achieved. Past performance is not a reliable indicator of future performance.