Weight% of model portfolio - Stocktrades Canada

I saw CSU.TO 4.42% of Dividend Growth Model Portfolio and it is up 61.21% for 1 year total return; and T.TO is 6.12% and it is down -7.58% for 1 year total returns. Does it mean more shares of T.TO is bought and some shares of CSU.TO is sold? Does it also mean you expect T.TO will have better return than CSU.TO in the coming year?

In addition, Is the dividend from T.TO was used to buy more shares of T.TO, or the dividend is saved as cash in the portfolio and use it until the portfolio rebalances?

Thank you!

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Asked on January 21, 2024 7:19 pm

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Private answer

These model portfolios will automatically reinvest the dividends yes. Their "total level return" that you see on many of the charts is total returns including dividends paid out.

In terms of the differences in weightings based on returns, it would mean that shares of CSU were sold and shares of Telus were purchased yes because we had the portfolio set to automatically rebalance. For 2024 and beyond, however, we will not be setting the portfolios to auto-rebalance.

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Posted by Dan Kent

Answered on January 23, 2024 7:37 am

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