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%
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%