Model Portfolio

US Equity portfolio

Adobe: ADBE

Industry: Technology 

Target Weight: 4%

Amazon: AMZN

Industry: Technology 

Target Weight: 4%

Salesforce: CRM

Industry: Technology 

Target Weight: 4%

ASML: ASML

Industry: Technology 

Target Weight: 4%

Advanced Micro Devices: AMD

Industry: Technology 

Target Weight: 4%

Raytheon: RTX

Industry: Defence

Target Weight: 3%

L3Harris: LHX

Industry: Defence

Target Weight: 3%

Intercontinental Exchange: ICE

Industry: Financial

Target Weight: 2%

S&P Global: SPGI

Industry: Financial 

Target Weight: 2%

Visa: V

Industry: Financial 

Target Weight: 2%

Eli Lilly: LLY

Industry: Healthcare 

Target Weight: 3%

Danaher: DHR

Industry: Healthcare

Target Weight: 3%

Church & Dwight: CHD

Industry: Consumer 

Target Weight: 2%

PepsiCo: PEP

Industry: Consumer 

Target Weight: 2%

Linde: LIN

Industry: Industrial 

Target Weight: 2%

GXO Logistics: GXO

Industry: Industrial 

Target Weight: 2%

Deere: DE

Industry: Industrial 

Target Weight: 2%

Union Pacific: UNP

Industry: Industrial 

Target Weight: 2%

Alphabet: GOOGL

Industry: Technology 

Target Weight: 4%

Microsoft: MSFT

Industry: Technology 

Target Weight: 4%

Workday: WDAY

Industry: Technology 

Target Weight: 4%

Lam Research: LRCX

Industry: Technology 

Target Weight: 4%

Nvidia: NVDA

Industry: Technology 

Target Weight: 4%

Lockheed Martin: LMT

Industry: Defence 

Target Weight: 3%

Northrop Grumman: NOC

Industry: Defence 

Target Weight: 3%

CME Group: CME

Industry: Financial

Target Weight: 2%

Goldman Sachs: GS

Industry: Financial

Target Weight: 2%

JPMorgan Chase: JPM

Industry: Financial 

Target Weight: 2%

Thermo Fisher: TMO

Industry: Healthcare 

Target Weight: 3%

Johnson & Johnson: JNJ

Industry: Healthcare 

Target Weight: 3%

Hershey: HSY

Industry: Consumer 

Target Weight: 2%

Procter & Gamble: PG

Industry: Consumer 

Target Weight: 2%

Berkshire Hathaway: BRK-B

Industry: Industrial 

Target Weight: 2%

Rockwell Automation: ROK

Industry: Industrial 

Target Weight: 2%

Air Products and Chemicals: APD

Industry: Industrial 

Target Weight: 2%

Bunge: BG

Industry: Industrial 

Target Weight: 2%

Tehcnology
24%
Semiconductor
16%
Industrial
16%
Healthcare
12%
Defence
12%
Financial
12%
Consumer
8%

Canadian Dividend Portfolio

Brookfield: BN.TO

Industry: Financial

Target Weight: 10%

Bank of Nova Scotia: BNS.TO

Industry: Financial

Target Weight: 4%

Canadian Pacific Railway: CP.TO

Industry: Industrial 

Target Weight: 6%

Logistec: LGT-B.TO

Industry: Industrial

Target Weight: 10%

Topicus.com: TOI.V 

Industry: Technology 

Target Weight: 4%

BCE: BCE.TO

Industry: Technology 

Target Weight: 4%

TC Energy: TRP.TO

Industry: Energy 

Target Weight: 4%

Neo Performance Materials: NEO.TO

Industry: Energy

Target Weight: 4%

Pembina Pipeline: PPL.TO

Industry: Energy

Target Weight: 4%

Fairfax Financial: FFH.TO

Industry: Financial 

Target Weight: 10%

Toronto-Dominion Bank: TD.TO

Industry: Financial

Target Weight: 4%

Canadian National Railway: CNR.TO

Industry: Industrial

Target Weight: 6%

Constellation Software: CSU.TO

Industry: Technology 

Target Weight: 10%

Lumine Group: LMN.V

Industry: Technology

Target Weight: 4%

Enbridge: ENB.TO

Industry: Energy

Target Weight: 4%

Keyera: KEY.TO

Industry: Technology 

Target Weight: 4%

AltaGas: ALA.TO

Industry: Energy 

Target Weight: 4%

Fortis: FTS.TO

Industry: Energy

Target Weight: 4%

Industrial
22%
Energy
28%
Financial
28%
Technology
22%