Skip to main content
The Globe and Mail
Support Quality Journalism.
The Globe and Mail
First Access to Latest
Investment News
Collection of curated
e-books and guides
Inform your decisions via
Globe Investor Tools
Just$1.99
per week
for first 24 weeks

Enjoy unlimited digital access
Enjoy Unlimited Digital Access
Get full access to globeandmail.com
Just $1.99 per week for the first 24 weeks
Just $1.99 per week for the first 24 weeks
var select={root:".js-sub-pencil",control:".js-sub-pencil-control",open:"o-sub-pencil--open",closed:"o-sub-pencil--closed"},dom={},allowExpand=!0;function pencilInit(o){var e=arguments.length>1&&void 0!==arguments[1]&&arguments[1];select.root=o,dom.root=document.querySelector(select.root),dom.root&&(dom.control=document.querySelector(select.control),dom.control.addEventListener("click",onToggleClicked),setPanelState(e),window.addEventListener("scroll",onWindowScroll),dom.root.removeAttribute("hidden"))}function isPanelOpen(){return dom.root.classList.contains(select.open)}function setPanelState(o){dom.root.classList[o?"add":"remove"](select.open),dom.root.classList[o?"remove":"add"](select.closed),dom.control.setAttribute("aria-expanded",o)}function onToggleClicked(){var l=!isPanelOpen();setPanelState(l)}function onWindowScroll(){window.requestAnimationFrame(function() {var l=isPanelOpen(),n=0===(document.body.scrollTop||document.documentElement.scrollTop);n||l||!allowExpand?n&&l&&(allowExpand=!0,setPanelState(!1)):(allowExpand=!1,setPanelState(!0))});}pencilInit(".js-sub-pencil",!1); // via darwin-bg var slideIndex = 0; carousel(); function carousel() { var i; var x = document.getElementsByClassName("subs_valueprop"); for (i = 0; i < x.length; i++) { x[i].style.display = "none"; } slideIndex++; if (slideIndex> x.length) { slideIndex = 1; } x[slideIndex - 1].style.display = "block"; setTimeout(carousel, 2500); } //

Strategy Lab experts started with a hypothetical $50,000 portfolio on Sept. 13, 2012. They could each hold five to 12 Canadian or U.S. securities and trade as often or as little as they wished.

This is growth investor Chris Umiastowski's model portfolio. Read more about how he chose his investments in his first column.

For best results, view this table on desktop.

Click here for a printable spreadsheet.

CompanyTickerNo. of
shrs
Shr
price
US$**
Purchase
Price
US$
Market
Value
$***
Book
Value
$***
Gain/
Loss
%
Yield
%
Comment
Apple *AAPL-Q56$153.39 $97.57 $10,599.00 $5,299.92 99.98%1.64%Leading play on mobile computing
Google *GOOG-Q8$932.45 $353.02 $9,204.40 $2,739.44 236.00%0Exposure to online advertising and mobile computing
Google *GOOGL-Q8$947.55 $353.02 $9,353.46 $2,739.44 241.44%
Amazon *AMZN-Q20$964.65 $260.24 $23,805.63 $5,048.66 371.52%0Exposure to cloud computing, online retail, digital ecosystem
Netflix *NFLX-Q385$188.78 $8.29 $89,680.22 $3,094.29 2798.24%0Leader in over-the-top video
Netflix (partial sale 11/13/13)NFLX-Q10$333.73 $58.00 $3,493.49 $562.60 520.95%
Netflix (partial sale 11/25/13)NFLX-Q15$350.24 $58.00 $5,541.50 $843.90 556.65%
Netflix (partial sale 6/1/15)NFLX-Q10$623.00 $58.00 $7,748.25 $562.60 1277.22%
Rackspace (sold 6/10/14)RAX-N80$37.88 $65.22 $3,306.17 $5,061.07 -34.67%0Leader in service-rich cloud computing
Sprint (sold 7/11/13)S-N738$7.65 $5.20 $5,863.06 $3,722.47 57.50%0Turnaround play in 4G wireless
Sprint (sold 7/15/13)S-N262$6.72 $5.20 $1,833.71 $1,321.53 38.76%
Sierra Wireless *SWIR-Q600$21.75 $8.67 $16,102.40 $5,045.94 219.12%0Leader in machine-to-machine wireless
Priceline.com *PCLN-Q14$1,866.35 $625.96 $32,240.45 $8,649.52 272.74%0Online travel company
Facebook *FB-Q125$171.11 $46.61 $26,391.58 $6,098.92 332.73%0Social media
Tesla *TSLA-Q50$366.48 $129.76 $22,609.98 $7,104.97 218.23%0Electric cars
SolarCity (exch for TSLA 11/24/16))SCTY-Q65$20.34 $50.89 $1,775.18 $3,747.13 -52.63%0
StarbucksSBUX-Q145$54.86 $52.22 $9,815.30 $9,417.17 4.23%1.82%
Redknee *RKN-T4000C$0.75C$1.18$3,000.00 $4,720.00 -36.44%0Emerging player in carrier billing and promotion systems
DragonWave (sold 6/1/15)DWI-T1673C$0.75C$2.99$1,254.75 $5,002.27 -74.92%0
Cash$935.69 ($9,958.26)
Chris Umiastowski's Total$253,738.11 $50,000.00 407.48%
John Heinzl’s total$87,446.73$50,000.00 74.89%
Andrew Hallam’s total$73,903.52$50,000.00 47.81%
Norman Rothery’s total$97,411.05$50,000.00 94.82%

* Also in personal portfolio
**As of close of Sep. 21, 2017
***In Canadian dollars
Dividends received since last update: none.
Gain/loss is calculated by comparing market value (Sep. 21) with book value (which varies according to purchase date).
For U.S. companies, figures are converted to Canadian dollars at exchange rates that vary according to the date of purchase.
As a result, the gain/loss percentage is a calculation that factors in foreign-exchange fluctuations as well as movement in the share price.

Report an error Editorial code of conduct
Due to technical reasons, we have temporarily removed commenting from our articles. We hope to have this fixed soon. Thank you for your patience. If you are looking to give feedback on our new site, please send it along to feedback@globeandmail.com. If you want to write a letter to the editor, please forward to letters@globeandmail.com.

Welcome to The Globe and Mail’s comment community. This is a space where subscribers can engage with each other and Globe staff. Non-subscribers can read and sort comments but will not be able to engage with them in any way. Click here to subscribe.

If you would like to write a letter to the editor, please forward it to letters@globeandmail.com. Readers can also interact with The Globe on Facebook and Twitter .

Welcome to The Globe and Mail’s comment community. This is a space where subscribers can engage with each other and Globe staff. Non-subscribers can read and sort comments but will not be able to engage with them in any way. Click here to subscribe.

If you would like to write a letter to the editor, please forward it to letters@globeandmail.com. Readers can also interact with The Globe on Facebook and Twitter .

Welcome to The Globe and Mail’s comment community. This is a space where subscribers can engage with each other and Globe staff.

We aim to create a safe and valuable space for discussion and debate. That means:

  • Treat others as you wish to be treated
  • Criticize ideas, not people
  • Stay on topic
  • Avoid the use of toxic and offensive language
  • Flag bad behaviour

If you do not see your comment posted immediately, it is being reviewed by the moderation team and may appear shortly, generally within an hour.

We aim to have all comments reviewed in a timely manner.

Comments that violate our community guidelines will not be posted.

UPDATED: Read our community guidelines here

Discussion loading ...

Latest Videos

To view this site properly, enable cookies in your browser. Read our privacy policy to learn more.
How to enable cookies