Graham’s Deep Value – Quarterly Rebalanced

Simulated Annual Returns (CAGR)          2002 – 2017

TSX 4.78% CAGR
Graham’s Deep Value (Quarterly) 14.63% CAGR
Graham’s Deep Value (Monthly) 15.85% CAGR

Portfolio Holdings – Free Version

Ticker Name Sector MktCap Yield
CTC.A:CN Canadian Tire Corp Ltd Consumer Discretionary 9967.96 1.79
ENF:CN Enbridge Income Fund Holdings Inc Energy 4569.14 6.6
WSP:CN WSP Global Inc Industrials 5298.31 2.9
CSU:CN Constellation Software Inc Information Technology 14648.76 0.72
CAE:CN CAE Inc. Industrials 5504.62 1.76
RBA:CN Ritchie Bros Auctioneers Inc Industrials 3957.64 2.3
CCL.B:CN CCL Industries Inc Materials 10017.92 0.81
WPK:CN Winpak Ltd Materials 3387.8 0.23
ACO.X:CN Atco Ltd Utilities 5269.91 2.85
REF.UN:CN Canadian Real Estate Investment Trust Real Estate 3370.89 4.07

Portfolio rebalanced September 4th 2017.