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I’m pleased to provide updates to several of my popular portfolios below. The portfolios are all based on stock screens of differing levels of complexity that are described in detail in separate articles.

For instance, you can follow the links to learn more about the Stable Dividend Portfolio, the Frugal Dividend Portfolio, the Dividend Monster Portfolio and the Screaming Value Portfolio.

Stable Dividend Portfolio

Low-volatility dividend stocks

Bank of Nova ScotiaBNS-T67.616.119.38.0
Canadian UtilitiesCU-T36.924.816.413.2
Capital PowerCPX-T45.475.119.914.2
Hydro OneH-T35.953.116.721.1
Intact FinancialIFC-T199.
Power CorpPOW-T34.215.819.914.5
Rogers SugarRSI-T5.656.415.725.6
Royal BankRY-T132.904.017.412.1
Sun Life FinancialSLF-T62.944.619.511.3
TD BankTD-T86.004.520.09.8
Thomson ReutersTRI-T155.401.518.877.1
Timbercreek FinancialTF-T7.559.118.518.0
TMX GroupX-T137.962.419.921.1

Frugal Dividend Portfolio

Cheap and stable dividend payers

Bank of MontrealBMO-T127.654.521.49.7
Bank of Nova ScotiaBNS-T67.616.119.38.0
Cogeco CommunicationsCCA-T79.723.925.08.5
Great-West LifecoGWO-T33.405.920.41.5
IGM FinancialIGM-T40.085.625.210.6
Manulife FinancialMFC-T24.775.324.92.8
National BankNA-T95.
Sagicor FinancialSFC-T4.886.225.24.8
TD BankTD-T86.004.520.09.8

Dividend Monster Portfolio

High-yield stocks with momentum

NameTickerPriceYield12 Month ReturnP/E
Canadian Natural ResourcesCNQ-T74.374.632.77.3
Cardinal EnergyCJ-T7.0910.261.920.1
CES Energy SolutionsCEU-T2.633.031.98.7
Lundin GoldLUG-T14.893.560.718.0
Mullen GroupMTL-T15.334.741.814.4
PrairieSky RoyaltyPSK-T21.354.557.717.2
Secure Energy ServicesSES-T7.015.731.711.1
Surge EnergySGY-T8.784.875.04.4
Whitecap ResourcesWCP-T10.274.333.6

Screaming Value Portfolio

Lots of EBIT for a low price

Advantage EnergyAAV-T8.
Algoma SteelASTL-T8.
Centerra GoldCG-T7.862.03.6
Crescent Point EnergyCPG-T9.
Frontera EnergyFEC-T11.811.02.30.0
Parex ResourcesPXT-T20.
West Fraser TimberWFG-T97.521.73.21.7

Source: Bloomberg

Data as of the close of trading on Jan. 10. Norm has an interest in some of the stocks shown. Yield = indicated dividend yield, Volatility = annualized volatility over the past 260 days, P/E = price to earnings over the past four quarters, 12 month return = total return over the past 12 months including reinvested dividends, EV = enterprise value, EBIT = earnings before interest and taxes over the past four quarters.

A Customary Caution

Use our portfolios and stock screens as a starting point for further research. Be sure to improve your understanding of each company by studying it and its industry in more detail. Confirm the data herein before using it.

Watch your step with stocks that trade infrequently, and those with very low share prices, because they may be difficult to buy or sell in a cost-effective manner.

Before dashing off to the market, recognize the built-in limitations of quantitative methods such as ours. For instance, less tangible factors such as the quality of a company’s management can sometimes help – or hinder – a business.

And while we hope our portfolios achieve similar returns to those in the back-tests, the market isn’t that predictable. Even in the best circumstances, we expect results to be bumpy and some individual stocks will disappoint. We would be pleased indeed for the portfolios to outperform the market over the course of a few decades.

Norman Rothery, PhD, CFA, is the founder of

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