Wonderful Buffett Bargains – Quarterly Rebalanced

Simulated Annual Returns (CAGR)          2002 – 2017

TSX 4.78% CAGR
Wonderful Buffett Bargains (Quarterly) 15.1% CAGR
Wonderful Buffett Bargains (Monthly) 21.48% CAGR

Portfolio Holdings – Free Version

Ticker Name Sector MktCap Yield
FN:CN First National Financial Corp Financials 1525.56 7.27
CHR:CN Chorus Aviation Inc Industrials 902.92 6.5
RY:CN Royal Bank of Canada Financials 136614.32 3.71
NA:CN National Bank of Canada Financials 18459.37 4.29
HCG:CN Home Capital Group Inc Financials 589.39 0
TD:CN Toronto-Dominion Bank (The) Financials 119526.05 3.7
MG:CN Magna International Inc. Consumer Discretionary 23804.34 2.37
GWO:CN Great-West Lifeco Inc Financials 33568.8 4.33
LNR:CN Linamar Corp Consumer Discretionary 4063.43 0.77
EQB:CN Equitable Group Inc Financials 836.93 1.81
PWF:CN Power Financial Corp Financials 23281.75 5.06
MRU:CN Metro Inc Consumer Staples 10464.82 1.41
XTC:CN Exco Technologies Ltd Industrials 489.89 2.78
ACO.X:CN Atco Ltd Utilities 5889.83 2.55
BDT:CN Bird Construction Inc Industrials 347.79 4.77
POW:CN Power Corp Of Canada Financials 13515.1 4.92
CU:CN Canadian Utilities Ltd Utilities 11012.41 3.49
CNR:CN Canadian National Railway Co Industrials 80157.19 1.56
CM:CN Canadian Imperial Bank of Commerce Financials 42421.85 4.81
NFI:CN New Flyer Industries Inc Industrials 3495.11 1.69

Portfolio rebalanced June 5th 2017.