Mispriced Markets Portfolio

The Mispriced Markets Portfolio
These are the stocks I currently hold in my own personal portfolio.

I will keep this list updated as new stocks are added to the portfolio and old ones are sold. At the same time, I'll keep readers notified of these changes by posting a trading update in the blog section of this website (as well as on the list below). I'll also post periodic portfolio reviews in which I discuss the state of the markets and explore any new developments in my portfolio holdings. You can get notifications of these trading updates, portfolio reviews, market research and whatever other miscellaneous articles I post sent to your inbox by entering your email address here. For more information on the stocks in my portfolio, you can click on the company information button at the top of the portfolio list or read through my latest portfolio review.

Visit the blog to get the latest scoop on the mispriced markets portfolio.

June 2019 - Spotlight On Essential Energy Services
Bought Essential Energy Services.

June 2019 - Portfolio Review
Sold Preformed Line Products and PHX Energy Services. Bought Bird Construction.

March 2019 - Spotlight On Preformed Line Products
Bought Preformed Line Products.

February 2019 - Portfolio Update: Giving Up On Canadian Oil And Gas
Sold Essential Energy Services and Macro Enterprises.

January 2019 - Portfolio Review
Sold  Atlas Engineered Products. Bought Gluskin Sheff.

The Mispriced Markets Portfolio - Current Holdings

A record of previous portfolio holdings over the years.

*Click on the icon guide that follows for an explanation of the descriptive icons.

Health care

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Retailing - general merchandise

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Retailing - heavy agricultural equipment

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Oil and gas services

Turnaround iconAsset play iconHot and spicy icon

Financial services

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Auto parts

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Property development

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Retailing - heavy agricultural equipment

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Retailing - apparel

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  • Ticker symbols above are for stocks on the  TSX or TSX Venture exchanges unless noted differently.

 

Performance

Portfolio Performance 5 Year Q1 2019

5 Year Performance

My stock portfolio beat the market by 9.6% annually over the 5 year period ended May 31, 2019.

Russell 2000 TR Index: + 6.6% per annum
Mispriced Markets: + 16.2% per annum

* For much of the past 5 years I have maintained an active hedging program in my portfolio using vehicles such as put options on the S&P 500. This has had a significant drag on portfolio performance. If I include the costs of my hedging program, my overall portfolio rose by 12.4% per year over the past 5 years, outperforming the Russell 2000 TR index by 5.8% per year.

click here for the full 20+ year track record.

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