Ten Canadian stocks · reviewed monthly
A Canadian stock portfolio you can actually follow.
Ten quality Canadian companies, held as one portfolio and checked once a month against the same rules. Low turnover by design: usually one or two changes a month, sometimes none. +14.8% a year since 2017, against +9.7% for the TSX.
Next review: October 29. We email you which of the ten stay and which change, the same day.
How it works
Ten names, one set of rules, checked every month.
Built to sit at the centre of a long-term account, not to be traded. The idea is one or two changes at a monthly review, and some months none.
Screened, not tipped
Every name passes the same screen for earnings quality, balance sheet strength and growth. No hot picks, no price targets.
Ten you can follow
Few enough to understand by name, enough to spread the risk. Dividends from companies that can afford them.
Reviewed on a schedule
The second-last trading day of each month. A holding only goes when the rules say it should, so most months bring one or two changes at most.
The record
2017 to today, against the TSX.
July 31, 2017 to September 29, 2026, closing prices with dividends reinvested, before fees and tax.
The worst fall from a peak was -42%. Ten stocks move more than the index in a bad year.
The holdings, October 14, 2026
Two of the ten, today.
- SUSuncor EnergyEnergy
- TDToronto DominionFinancials
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The monthly review email names every change as it happens.
See the October 29 review the day it happens.
Free, one email a month: which holdings stay, which change and why (usually one or two, sometimes none), with the record updated.