Joel’s Secret Stocks – Quarterly Rebalanced

Simulated Annual Returns (CAGR)          2002 – 2017

TSX 4.78% CAGR
Joel’s Secret Stocks (Quarterly) 14.93% CAGR
Joel’s Secret Stocks (Monthly) 20.86% CAGR

Portfolio Holdings – Free Version

Ticker Name Sector MktCap Yield
TCL.A:CN Transcontinental Inc Industrials 1875.91 3.3
XTC:CN Exco Technologies Ltd Industrials 420.1 3.25
CJR.B:CN Corus Entertainment Inc Consumer Discretionary 2812.44 8.27
DIV:CN Diversified Royalty Corp Consumer Discretionary 285 8.27
CGO:CN Cogeco Inc Consumer Discretionary 1366.12 1.65
BPF.UN:CN Boston Pizza Royalties Income Fund Consumer Discretionary 432.5 6.47
OSB:CN Norbord Inc Materials 3760.85 4.58
WFT:CN West Fraser Timber Co. Ltd Materials 5033.24 0.43
WTE:CN Westshore Terminals Investment Corp Industrials 1836.31 2.51
LNR:CN Linamar Corp Consumer Discretionary 4594.25 0.68
NFI:CN New Flyer Industries Inc Industrials 3218.18 2.54
MG:CN Magna International Inc. Consumer Discretionary 22649.88 2.26
CFX:CN Canfor Pulp Products Inc Materials 873.29 1.88
WEF:CN Western Forest Products Inc Materials 1052.21 3.01
GSY:CN goeasy Ltd Consumer Discretionary 379.69 2.53
QSR:CN Restaurant Brands International Inc Consumer Discretionary 17928.78 1.32
CCA:CN Cogeco Communications Inc Consumer Discretionary 4609.66 1.84
HWD:CN Hardwoods Distribution Inc Industrials 431.55 1.44
CARA:CN Cara  Operations  Ltd Consumer Discretionary 1327.11 1.84
DOO:CN BRP Inc Consumer Discretionary 4563.54 0.78
MTY:CN MTY Food Group Inc Consumer Discretionary 1013.98 0.97
MAL:CN Magellan Aerospace Corp Industrials 1086.18 1.39
WPK:CN Winpak Ltd Materials 3387.8 0.23
MRE:CN Martinrea International Inc Consumer Discretionary 951.63 1.09
QBR.B:CN Quebecor Inc Consumer Discretionary 5810.75 0.46
ZZZ:CN Sleep Country Canada Holdings Inc Consumer Discretionary 1259.39 1.97
SAP:CN Saputo Inc Consumer Staples 16337.21 1.51
WJA:CN WestJet Airlines Ltd Industrials 3089.06 2.12
CP:CN Canadian Pacific Railway Ltd Industrials 28280.58 1.16
MDA:CN MacDonald Dettwiler and Associates Ltd Industrials 2503.95 2.15

Portfolio rebalanced September 4th 2017.