The October 2021 TS Model Portfolio report hast now been posted
The highlights on this month report are the key fundamentals of all the holdings. We focus on the elements that make each security attractive. Such as P/E, dividend yield, ROA, ROE and average 5-year returns. Plus a link to more fundamental data.
Year-to-date performance for both the growth and income portfolios have been impressive this year. The YTD return for the TS model Growth Portfolio has been 14.08%. This compares to 16.75% for the S&P 500, 15.13% for the TSX and 9.99% for the Vanguard Total World Index.
The TS Model Income Portfolio has the highest YTD performance with 18.06% plus an average 6.75% dividend yield.