Hello , Welcome to the U.S. Portfolio Section.
Each portfolio has been built based on extensive research and will be updated monthly. You can register to as many as portfolio as you want and you will receive the updates directly in your mailbox.
Please note that each portfolio may include a few Canadian stocks that are traded on the NYSE. Click on the portfolio you want to follow.
Stocks mentioned on this site are not considered to be buying or selling recommendations.
This is the perfect portfolio to start your investing journey. We will replicate a new investment and virtually manage a portfolio under $10,000. This portfolio answers small investor concerns in term of asset allocation, diversification and accumulation.
This is an entry-level size portfolio for conservative investors or retirees. The idea behind a conservative portfolio is to seek for safer companies that will show great value and solid dividend payouts. We are looking for companies that will be less affected by recession and will continue to offer a constant stream of income.
This is a complete portfolio for conservative investors or retirees. Since the portfolio includes 20 stocks, the minimum investment suggested in our opinion is 100K. Therefore, you could easily use this portfolio if you have 300K or 500K to invest. The idea behind a conservative portfolio is to seek for safer companies that will show great value and solid dividend payouts. We are looking for companies that will be less affected by recession and will continue to offer a constant stream of income.
This is an entry level size portfolio for investors looking for both dividend and growth stocks. We start with the idea that most profitable companies and best investments are made with dividend payers. We are also looking at companies that found a balance between above the average growth in the business model while paying healthy distributions. This is also how we combine high yield dividend stocks to increase the portfolio payouts.
The portfolio currently shows 20 positions in different sectors. Since the portfolio includes 20 stocks, the minimum investment suggested in our opinion is 100K. Therefore, you could easily use this portfolio if you have 300K or 500K to invest.
This is our biggest portfolio. It can be used for all portfolios over 500K. We decided not to create a growth or conservative but rather a complete 500K portfolio. In order to make sure we cover both growth and revenue part of a portfolio of that size, we added a few ETFs generating revenues. You can then increase the portion in ETFs if you wish a more conservative portfolio or simply ignore the last few lines and concentrate on the stocks if you seek more growth than revenues.
We tend to benefit from the timing of performing sector to improve the overall portfolio return. Dividend growth portfolio series will include more regular update as we want to make sure to pick all the best buying opportunities. The idea is to keep a core portfolio as a “buy & hold” strategies and benefit from the dividend growth compounding effect while buy and selling stocks timely according to what is happening on the market.
We started thinking how we could use DSR investing rules to find higher yielding stocks without compromising our investing process. With additional research, we were able to build a portfolio showing a 4.50-5% yield with a minimum of dividend growth to cover inflation (and more). Therefore, you could use this portfolio with a “4% withdrawing rules” and you should be good to never take money away from your capital. I’ve also avoided investing more than 20% in a specific sector. This ensures a strong diversification to go through any kind of crisis.