PastPerformance

Kalkine Product Portfolio Performance- Canada

Fast-track guide to how our portfolio performed during 2023-2024.

• Below, we present the performance of stocks included in Kalkine Portfolio- Canada for the year 2023-2024, starting from February 8, 2023, till February 7, 2024.
• 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.

*Benchmark total return includes benchmark price return plus dividend yield. For the years: 2023-2024; 2022-2023 and 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 2023-2024.

• Below, we present the performance of stocks included in Kalkine Portfolio- Canada for the year 2023-2024, starting from February 8, 2023, till February 7, 2024.
• 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.

*Benchmark total return includes benchmark price return plus dividend yield. For the years: 2023-2024; 2022-2023 and 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 2023-2024.

• Below, we present the performance of stocks included in Kalkine Portfolio - Canada for the year 2023-2024, starting from February 8, 2023, till February 7, 2024.
• 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.

*Benchmark total return includes benchmark price return plus dividend yield. For 2023-2024 and 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 2023-2024.

• Below, we present the performance of stocks included in Kalkine Portfolio - Canada for the year 2023-2024, starting from February 8, 2023, till February 7, 2024.
• 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.

*Benchmark total return includes benchmark price return plus dividend yield. For 2023-2024 and 2022-2023, Benchmark Index used is TSX Composite Index. For 2021-2022 and 2020-2021, Benchmark Index used is S&P/TSX Global Gold Index.

Fast-track guide to how our portfolio performed during 2023-2024.

• Below, we present the performance of stocks included in Kalkine Portfolio- Canada for the year 2023-2024, starting from February 8, 2023, till February 7, 2024.
• 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.

Benchmark Total Return - 2020-2021 : S&P/TSX Small Cap Select Index; 2021-2022: S&P/TSX Venture Composite; 2022-23: S&P/TSX Venture Composite; 2023-24: S&P/TSX Venture Composite.

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 2023-2024. 

• Below, we present the performance of stocks included in Kalkine Portfolio - Canada for the year 2023-2024, starting from February 08, 2023, till February 07, 2024.

• 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.

Fast-track guide to how our portfolio performed during 2023-2024.

• Below, we present the performance of stocks included in Kalkine Portfolio- Canada for the year 2023-2024, starting from February 8, 2023, till February 7, 2024.
• 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.

*Benchmark total return includes benchmark price return plus dividend yield. For the years: 2023-2024; 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.

Kalkine US Equities Portfolio

Performance of Kalkine's US Equities Portfolio over the time frame

• Below we present performance for stocks included in Kalkine's US Equities Portfolio (Hypothetical) for the year 2021-2022 starting April 14, 2021, till April 13, 2022. Generally speaking, digital era is driving transformation across almost all the sectors across the globe. The US Equities Portfolio focused on diversifying investments across the heterogeneity of US stock market to balance risk and reward.
• Looking at the prospects, the Hypothetical US Equities Portfolio includes a series of growth, defensive, cyclical stocks and others that have been evaluated fundamentally and/ or technically. These stocks are aimed at providing opportunities across the heterogeneity of US stock market and balance risk and reward.
• Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine US Equities Reports using stock prices at the date of publication. 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 approach used for calculating the performance. Portfolio Performance has been compared against NYSE and NASDAQ Composite Index (weightage of index assigned according of number of stocks covered from the respective indices)
• 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.

Data Source: Kalkine, REFINITIV, for respective period mentioned above.

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.

Hit Ratio refers to number of stocks yielding positive returns (greater than 0%) divided by total number of stocks covered during the review period i.e.  from 14^th April 2021 to 13^th April 2022.

Kalkine US Equities Portfolio

Below is a snippet of the methodology used for KALKINE Portfolio Performance Calculation

KALKINE US Equities Portfolio Performance (Year-on-Year)

Recommendations under Kalkine’s US Equities Portfolio  (Hypothetical) for the year 2021-2022 (period from 14 April 2021 to 13 April 2022).

Generally speaking, Kalkine US Equities Portfolio represents a hypothetical portfolio, and this consists of stocks that appear to be providing value while commanding decent valuations and investors can benefit from portfolio diversification across the different stock market categorization, sectors and recurring income generating stocks (Dividend stocks).

Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine US Equities Reports using stock prices at the date of publication.

It is also prudent to note that performance of stocks included in Kalkine US Equities Portfolio  (Hypothetical) has been calculated based on their price values during the specific time period in order to give ‘as-on-date’ performance picture.

Where a stock has been recommended multiple times, the average price is taken into consideration. We might need to provide update on a stock several times during a year or for the length of coverage and for that reason the average BUY price is taken into consideration.

Performance figures quoted do not take into account transaction fees and charges. The profits or losses are hypothetical and include dividends or distribution for the length of the coverage until the recommendation is designated as closed.

The performance has been verified by an independent accounting firm.

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: For any benchmark index return, proportional dividend yields have been taken onto account as per the information available

Kalkine American Technology Portfolio

Performance of Kalkine's American Technology Portfolio over the time frame

• Below we present performance for stocks included in Kalkine's American Technology Portfolio (Hypothetical) for the year 2021-2022 starting April 14, 2021, till April 13, 2022. Generally speaking, digital era is driving transformation across almost all the sectors across the globe. The technology sector usually commands decent valuations and investors can benefit from returns from high growth tech businesses. Tech space can also be one’s ally to make money while the economy slumbers.
• Looking at the prospects, Kalkine introduced its ‘Technology Report’ on April 20, 2021. Our Hypothetical Technology Portfolio includes a series of Tech stocks that have been evaluated fundamentally and/ or technically. These stocks are aimed at providing opportunities across information technology, healthcare, industrials, mining space etc. wherein technology forms the basis of future potential.
• Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine Technology Reports using stock prices at the date of publication. 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 approach used for calculating the performance. Portfolio Performance has been compared against Nasdaq Composite Index and most of the stocks in Kalkine’s American Technology Portfolio are constituent of NASDAQ Composite Index and diversified across the market categorization.
• 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.

Data Source: Kalkine, REFINITIV, for respective period mentioned above.

Kalkine Technology Portfolio Methodology

Below is a snippet of the methodology used for KALKINE Portfolio Performance Calculation

KALKINE American Technology Portfolio Performance (Year-on-Year)

Recommendations under Kalkine’s American Technology Portfolio (Hypothetical) for the year 2021-2022 (period from 14 April 2021 to 13 April 2022).

Generally speaking, Kalkine American Technology Portfolio represents a hypothetical portfolio, and this consists of stocks that appear to be providing good value while commanding decent valuations and investors can benefit from returns from high growth businesses. This category may include speculative stocks expected to have growth prospects but carry some defined cited risks.

Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine American Technology Reports using stock prices at the date of publication.

It is also prudent to note that performance of stocks included in Kalkine American Technology Portfolio (Hypothetical) has been calculated based on their price values during the specific time period in order to give ‘as-on-date’ performance picture.

Where a stock has been recommended multiple times, the average price is taken into consideration. We might need to provide update on a stock several times during a year or for the length of coverage and for that reason the average BUY price is taken into consideration.

Performance figures quoted do not consider transaction fees and charges. The profits or losses are hypothetical and include dividends or distribution for the length of the coverage until the recommendation is designated as closed.

The performance has been verified by an independent accounting firm.

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: For any benchmark index return, proportional dividend yields have been taken onto account as per the information available

Fast-track guide to how our portfolio performed during 2023-2024. 

• Below, we present the performance of stocks included in Kalkine Portfolio - Canada for the year 2023-2024, starting from February 8, 2023, till February 7, 2024.
• 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.

*Benchmark total return includes benchmark price return plus dividend yield. In 2023-2024, Benchmark Index used is TSX Composite Index.