Martin’s Wall Street Winners – Quarterly Rebalanced

Simulated Annual Returns (CAGR)          2002 – 2017

TSX 4.78% CAGR
Martin’s Wall Street Winners (Quarterly) 18.73% CAGR
Martin’s Wall Street Winners (Monthly) 25.31% CAGR

Portfolio Holdings – Free Version

Ticker Name Sector MktCap(mm) Yield
MTY:CN MTY Food Group Inc Consumer Discretionary 1,088 0.9
IFP:CN Interfor Corp Materials 1,295 0.0
GRT.UN:CN Granite Real Estate Investment Trust Real Estate 2,177 5.6
CCL.B:CN CCL Industries Inc Materials 10,092 0.8
SSL:CN Sandstorm Gold Ltd Materials 852 0.0
ECI:CN EnerCare Inc Consumer Discretionary 1,985 4.8
HR.UN:CN H&R Real Estate Investment Trust Real Estate 6,604 6.0
EQB:CN Equitable Group Inc Financials 1,182 1.3
GC:CN Great Canadian Gaming Corp Consumer Discretionary 1,431 0.0
CM:CN Canadian Imperial Bank of Commerce Financials 47,627 4.3
MIC:CN Genworth MI Canada Inc Financials 3,506 4.6
SIS:CN Savaria Corp Industrials 376 2.5
BMO:CN Bank of Montreal Financials 66,741 3.4
CAE:CN CAE Inc. Industrials 5,454 1.6
CLS:CN Celestica Inc Information Technology 2,553 0.0
EFN:CN Element Fleet Management Corp Financials 5,527 0.7
AD:CN Alaris Royalty Corp Financials 799 7.4
RY:CN Royal Bank of Canada Financials 144,980 3.5
CNR:CN Canadian National Railway Co Industrials 73,388 1.7
KEY:CN Keyera Corp Energy 7,236 4.1

Portfolio rebalanced March 6th 2017. Next rebalance on June 5th.