Awesome Portfolio

Ten Canadian stocks · reviewed monthly

A Canadian stock portfolio you can actually follow.

Ten quality Canadian companies, held as one portfolio and checked once a month against the same rules. Low turnover by design: usually one or two changes a month, sometimes none. +14.8% a year since 2017, against +9.7% for the TSX.

See the record
+14.8%a year, Awesome Portfolio
+9.7%a year, S&P/TSX Composite
+254% +134% 20172019202120232025
Awesome PortfolioS&P/TSX Composite

How it works

Ten names, one set of rules, checked every month.

Built to sit at the centre of a long-term account, not to be traded. The idea is one or two changes at a monthly review, and some months none.

1

Screened, not tipped

Every name passes the same screen for earnings quality, balance sheet strength and growth. No hot picks, no price targets.

2

Ten you can follow

Few enough to understand by name, enough to spread the risk. Dividends from companies that can afford them.

3

Reviewed on a schedule

The second-last trading day of each month. A holding only goes when the rules say it should, so most months bring one or two changes at most.

The record

2017 to today, against the TSX.

July 31, 2017 to September 29, 2026, closing prices with dividends reinvested, before fees and tax.

+254%total return, Awesome Portfolio
+134%total return, S&P/TSX Composite
$35,355$10,000 in 2017, Awesome Portfolio
$23,416$10,000 in 2017, S&P/TSX Composite

The worst fall from a peak was -42%. Ten stocks move more than the index in a bad year.

The holdings, October 14, 2026

Two of the ten, today.

  • SUSuncor EnergyEnergy
  • TDToronto DominionFinancials
  • •••In the monthly review—
  • •••In the monthly review—
  • •••In the monthly review—
  • •••In the monthly review—
  • •••In the monthly review—
  • •••In the monthly review—
  • •••In the monthly review—
  • •••In the monthly review—
Financials · 5Energy · 3Utilities · 1Consumer Discretionary · 1

The monthly review email names every change as it happens.

See the October 29 review the day it happens.

Free, one email a month: which holdings stay, which change and why (usually one or two, sometimes none), with the record updated.

Get the October 29 review

On October 29 the ten holdings are checked again. We email you what stays, what goes and why, the same day. Then once a month after that.

Free. One email a month. Unsubscribe any time.