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1 Toronto Street, Suite 500 Toronto, ON M5C 2W4 Tel. (416) 489-7074 Fax (416) 485-9473 Internet: www.cpms.com An Introduction to the CPMS MODEL PORTFOLIOS.

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Presentation on theme: "1 Toronto Street, Suite 500 Toronto, ON M5C 2W4 Tel. (416) 489-7074 Fax (416) 485-9473 Internet: www.cpms.com An Introduction to the CPMS MODEL PORTFOLIOS."— Presentation transcript:

1 1 Toronto Street, Suite 500 Toronto, ON M5C 2W4 Tel. (416) Fax (416) Internet: An Introduction to the CPMS MODEL PORTFOLIOS

2 The CPMS Model Portfolios reflect fundamentally distinct investment philosophies. CPMS MODEL PORTFOLIOS

3 Reports available for Subscribers of the Model Portfolios include: Portfolio Style Reports Portfolio Statistic Reports Cross Holdings ReportsPerformance Reports Current Holdings Transaction Reports MODEL PORTFOLIO REPORTS Let’s take a closer look at the reports…

4 This Daily Report details the Buys and the Sells for each portfolio, along with the Price and Reason for the transaction. TRANSACTION REPORTS Transaction & NamePrice & Reason

5 CURRENT HOLDINGS Gain/Loss, Date PurchasedCompany Name & Rank Instantly track a stocks Date of Purchase, Gain/Loss and Rank in the strategy. Recent Price Changes

6 Performance Reports

7 Identify the characteristics of a portfolio at a point in time… Momentum Model Portfolio Communicate the discipline of your management style and investment process to your clients. This portfolio has consistently had a below market multiple with above market growth. PORTFOLIO STYLE REPORTS Or Identify the characteristics of a portfolio through time. GROWTHVALUE Return on EquityPrice to Earnings Ratio Portfolio’s P/E Portfolio’s ROE Mar June Sept Dec Benchmark

8 Identify what styles fit your client’s risk and return objectives. PERFORMANCE STATISTICS Performance statistics against the S&P TSX including: Annualized Returns Quarterly Success vs. S&P TSX Annual Turnover Sharpe Ratio Beta

9 CROSS HOLDINGS REPORTS View a report showing stocks that are held in more than one portfolio. Save Time – instantly view a company’s rank in all of the CPMS Model Portfolios. View stocks that appeal to many different categories of investors.

10 ALL Models have outperformed the TSX since their inception in December 1985.

11 Consistent Positive Returns Rule #1 of investing is not to lose your clients money. ALL Models significantly increase your odds of making a positive return.

12 An equally profitable approach to the CPMS Model Portfolios is to combine two or more Models to create a single style diversified portfolio. The CPMS Triple 5 and Triple 10 Pooled Portfolios blend the Income, Predictable Growth and Momentum Models into equally weighted 15 and 30 stock portfolios. POOLED MODEL PORTFOLIOS

13 Consistent, superior performance generated by portfolio discipline and style diversification. The Triple 5 and Triple 10 Pooled Model Portfolios

14  Consistently outperform by maintaining a discipline.  Match your clients investing objective with a portfolios objective.  Save time – reports are available every day at  Communicate your investment style to your clients’ prospects using a 23 year track record. The Model Portfolios will help you: For more information or to subscribe, please call (416) By incorporating the most timely, accurate and comparable data with proven investment strategies, the CPMS Model Portfolios create a tool that helps promote disciplined money management.


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