SolInvest Portfolios

Defensive Growth

The Defensive Growth mandate is the core-equity strategy. The stocks are selected through a screening process to find businesses trading at a reasonable price, that offer sustainable dividends, earnings growth, and/or price momentum from expected earnings surprises.

The portfolio is constrained to hold Canadian companies with a market capitalization in excess of $1 billion, U.S. listed companies and international American Depository Receipts (ADR) in excess of $2 billion, Exchange Traded Funds (ETFs), and alternative strategies limited to 10% of the portfolio.

This portfolio seeks to grow capital in excess of inflation and the benchmark on a risk-adjusted basis, net of fees, over a rolling five-year period. Securities are held individually in each client's account providing for your unique adjusted cost base and direct receipt of dividends paid by each company. Trades are executed simultaneously for all clients.

For more details visit: Solinvest Defensive Growth

Balanced Approach

The Balanced Approach Portfolio combines the Advanced Growth equity strategy with the Smart Income strategy. The stocks are selected through a screening process to find businesses trading at a reasonable price, that offer generous, sustainable dividends and earnings growth to keep up with inflation over the long-run. Investment grade, fixed income securities include bonds, convertable debentures and preferred shares to deliver high cash-flow, with investment in high yield securities limited to 20% of the total portfolio market value.

The portfolio may hold Exchange Traded Funds (ETFs) and equities are constrained to Canadian companies with a market capitalization in excess of $500 million and U.S. companies in excess of $1 billion. Alternative strategies, used for diversification from time to time, are limited to 10% of the portfolio.

This portfolio seeks to provide income and to grow capital in excess of inflation and the benchmark on a risk-adjusted basis, net of fees, over a rolling three-year period. Securities are held individually in each client's account and trades are executed simultaneously for all clients.

For more details visit: Solinvest Balanced Approach

Smart Income

The Smart Income strategy is focused on maximizing consistent cash-flow in a low interest rate environment, while guarding purchasing power over the long-run. The portfolio invests in investment grade fixed income securities including bonds, convertable debentures and preferred shares to deliver high cash-flow, with investment in high yield securities limited to 20% of the total portfolio market value.

The stocks are selected through a screening process to find businesses trading at a reasonable price, that offer generous, sustainable dividends and earnings growth to keep up with inflation over the long-run. The portfolio may hold Exchange Traded Funds (ETFs) and equities are constrained to Canadian companies with a market capitalization in excess of $1 billion and U.S. companies in excess of $3 billion. Alternative strategies, used for diversification from time to time, are limited to 10% of the portfolio.

This portfolio seeks to provide income and to grow capital in excess of inflation and the benchmark on a risk-adjusted basis, net of fees, over a rolling three-year period. Securities are held individually in each client's account and trades are executed simultaneously for all clients. For a detailed Investment Policy Statement (IPS), please contact our office.

For more details visit: Solinvest Smart Income

Solinvest Portfolios

Solinvest Portfolios

Defensive Growth

Balanced Approach

Smart Income