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Growth Model Portfolio

Typically, suitable for Mid-Term to Long-Term (upto 2 years or more time horizon)

Price: CAD 2700/Year

Medium-to-high



Code Company
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Code Company
Name		 Entry
Date 		Amount Invested
(CAD)		 Closing Price (CAD)
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Price(CAD)		 From Launch Diff
Resistance1		 Diff
Resistance2		 No. Of Units Current Invested
Amount
(CAD)		 Profit Without
Dividend
(CAD)
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Financial equities markets, around the world, are temples of capital allocation since the rise of industrial revolution. The success of an individual in the equity markets primarily depends on how effectively the portfolio is constructed. Kalkine identifies ‘Growth Model Portfolios’ to be an opportunity area for growth-oriented audiences as a general advice only.

Growth Model Portfolios are pre-built or ready-made portfolios of selected stocks that are reviewed on a regular basis based on specific pre-determined quantitative parameters.

  • What you get?

    Exposure to a diversified pool of small, mid, and large capitalization stocks.

  • Asset Type

    Listed-Equities on TSX Stock Exchange.

  • Objective

    The goal is to identify growth stocks which may become leaders or game changers in times to come.

  • Strategy

    Buy and Hold stocks for a period of up to 2 years with mid to high risk and consistent performance.

  • Stock Selection Approach

    This model portfolio is constructed based on the goal of an aggressive growth-oriented portfolio, taking long-term predicted risk adjusted returns into considerationacross sectors such as new age businesses, fintech, new and renewable energy to name a few. The inclusion of the stocks is driven by criteria such as strong fundamentals (revenue growth and EBITDA margins), high reinvestment rate (typically, lower focus on dividend returns), favorable valuation metrics (P/E, EV/EBITDA ratios etc.) and lower leverage ratios.

  • Target Audiences

    Individual with mid-term to long-term (up to 2 years) with medium-to-high risk appetite.

1

Tactical Growth oriented sector allocation

(Green energy stocks, new age tech stocks, Ecommerce and other potential growth sectors)

2

Selection Universe

(TSX listed stocks covering broad range of market capitalisation (Blue chip, Mid cap, and Small Cap))

3

Stock Screening*

(Financial Metrics (Revenue Growth, PAT Growth, and ROE Growth) Leverage metric (Debt/Equity) Valuation Metrics (P/E Ratio, EV/EBITDA))

4

Periodic Portfolio Monitoring

(News, Corporate Events, Macro-economic changes etc.)

5

Periodic Portfolio Rebalancing

(For any change in sector allocation)

Source: Kalkine Group

*For stock selection, a set of quantitative criteria have been defined and measured. For instance, on stock screening front – fundamental metrics such as Revenue, Profit After Tax (PAT), Debt to Equity ratio (leverage), and Return on Equity (ROE) Growth is looked at over (Y-o-Y) and last 2 year.

Guidelines

10 stocks weighted equally.

At a Glance

  • TSX Composite Index

  • As per the company specific event

  • 07-10-2024

  • Tentative (06-12-2024)

Growth Model Portfolio

User Profile

The Growth Portfolio is appropriate for an individual with a medium-to-high risk appetite and a time horizon of upto 2 years. Market volatility over long period of time may impact returns in short duration.

Typical Target Audiences for this portfolio may include Individuals having a medium to high risk-taking appetite, who may not be looking for regular income.

Portfolio Monitoring

Periodic depending on the news, events, macro changes, and geopolitical impacts.


Rebalance Reports

The table below shows the portfolio’s rebalances done till now.

Portfolio Rebalance Rebalance Date View Report
Rebalance Report Oct. 7, 2024 07-10-2024

Introduction to Model Portfolios

Kalkine identifies ‘Model Portfolios’ to be an opportunity area for different types of audiences as general advice only. The Model Portfolio refers to a hypothetical investment tool for selecting a suite of stocks (typically 10-15) based on low, medium, and or high-risk tolerance levels and holding tenure expectations of the target audience.

  • Model Portfolios are pre-built or ready-made portfolios of selected stocks that are reviewed on a regular basis based on specific pre-determined quantitative parameters.
  • The different types of portfolios are constructed taking into consideration the varied return and risk profiles of target audiences and the holding tenure expectations (short-term, mid-term, and or long-term).

Growth Model Portfolio Historical Performance

The table below shows the portfolio’s historical performance.

No past data Found!

Invested Amount

CAD 10000

10-09-2024

Current Value

CAD 10967

21-11-2024

Gain 9.67%

Stocks: 10Since Launch

Stocks Selection From TSX Composite Index

Disclaimer

This information should not be relied upon as personal financial advice by Kalkine on (i) the stocks or (ii) the use or suitability of the model portfolios. Only an investor knows about their circumstances to make an investment decision. Model Portfolio has been prepared for illustrative purpose only and does not take into account the objectives, financial situation or needs of any particular investor. Accordingly, investors should, before acting on the information, consider its appropriateness, having regard to their objectives, financial situation and needs. Past performance is not necessarily indicative of future performance results. Actual investment returns will vary, and the value of investments can go up or down.