CPMS CDN Model Portfolios

Portfolios Current
#
Stocks		 Percentage Change as of
Feb. 7 2012
Percentage Change as of
Jan. 31 2012		 Annualized
Return since
Dec. 31 1985
1 Day Month
to Date		 Quarter
to Date		 Year
to Date		 1 Year 3 Year 5 Year 10 Year
Style Portfolios
Bargain 30 -0.54 1.86 3.64 3.64 -24.16 11.36 -5.06 4.78 8.91
Earnings Value 30 -1.42 -0.06 6.18 6.18 -13.84 31.30 8.42 19.35 16.30
Income 26 0.24 2.65 6.57 6.57 1.88 17.26 4.47 12.47 14.17
Predictable Growth 30 -1.45 0.21 5.05 5.05 -0.51 17.17 2.28 12.24 14.03
Momentum 25 -1.87 0.17 5.98 5.98 4.17 16.11 0.42 11.13 20.76
Industry Relative 40 -1.09 -0.30 8.90 8.90 -4.75 35.38 10.50 18.69 15.94
Dangerous 30 -0.85 0.81 6.43 6.43 -20.58 17.33 -12.09 -10.49 -7.75
Pooled Portfolios
Triple 5 (I/PG/M) 15 -0.40 3.35 9.93 9.93 9.36 18.35 6.03 15.19 16.73
Triple 10 (I/PG/M) 30 -1.37 1.47 7.82 7.82 -0.99 14.57 4.31 12.35 17.02
CPMS 200 Portfolios
Core 20 20 -0.10 0.61 2.39 2.39 -5.89 15.71 7.19 11.67 15.03
Index
S&P/TSX Equity Total Return -0.40 0.45 4.93 4.93 -6.18 15.32 1.36 7.50 8.39
S&P/TSX Composite Total Return -0.38 0.49 4.88 4.88 -5.65 15.97 1.94 7.54 8.40

What are the Model Portfolios?

CPMS has designed several unique strategies to reflect fundamentally distinct investment philosophies. These strategies dictate how stocks are bought, held and sold for each portfolio. The Model Portfolios prove that disciplined money management works. They also provide an understanding of which styles are currently achieving profitable results in the market.

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