Awesome Portfolio™
Ten Canadian companies. One core portfolio.
Ten Canadian companies with the earnings and balance sheets to keep paying, held in one list and reviewed once a month. Built to sit at the centre of a long-term account.
+14.8%
Awesome Portfolio™
+9.7%
S&P/TSX Composite
+5.0 pp better a year since 2017, before fees and tax.
10 names
Monthly updates
A real core
Ten businesses you can follow by name. Few enough to understand, enough to spread the risk.
Growth and income
Dividends from companies that can afford them, with earnings left over to grow the business.
Monthly on purpose
Checked on the second-last trading day of each month. If nothing material changed, we leave it alone.
Track record
Measured against the TSX
Ten eligible names, screened for quality, growth, and safety using our methodology. 2017-07-31 to 2026-09-29, dividends reinvested, before fees and tax.
Total return
+254%
Awesome Portfolio™
+134%
S&P/TSX Composite
+119 pp better than the TSX
Annualized
+14.8%
Awesome Portfolio™
+9.7%
S&P/TSX Composite
+5.0 pp better a year
$10,000 over 5 years
$24,203
Awesome Portfolio™ · 2026-09-29
$17,668
S&P/TSX Composite · 2026-09-29
$6,535 more
The chart compares the portfolio with the S&P/TSX Composite. Closing prices, with dividends reinvested.
Full access
Create a free account to keep going
We update the list once a month.
How often it changes
Easy enough to actually follow
Weekly trading does not pay for itself. We look once a month, on the second-last trading day, so a month-end holiday does not scramble the snapshot. If the ten names are the same, there is nothing to do.
- Review date
- Second-last trading day of each month
- Next review
- 2026-10-29
- 1
Start with businesses that earn reliably, carry a strong balance sheet, and can afford the dividend.
- 2
Hold ten eligible Canadian names, screened for quality, growth, and safety. The weights add up to 100%.
- 3
Look again on the second-last trading day of each month. Change a name or a weight only when it moves by at least half a percentage point.
- 4
Mix growth and income, so this can sit at the centre of a Canadian account rather than being a pile of high yields.
- 5
Compare the result with the S&P/TSX Composite, using closing prices with dividends reinvested, before tax and trading costs.
Holdings
Ten names. Monthly updates.
Two names are visible here. WA+ members see all ten.
| Holding | Weight |
|---|---|
| SUSuncor Energy Inc | 12.7% |
| TDToronto Dominion | 12.4% |
Two of the ten are shown. Sign in free to save your spot, then WA+ opens the full list.
As of 2026-10-12. Ten names, weights normalized to 100%. Monthly updates.
Wealth Awesome Research
Follow the portfolio inside Research
Members see all ten names and weights, the month-by-month history, a note on every change, and the other reports. C$99 a year.
Awesome Portfolio™ is a list of ten stocks we publish. It is not a fund, a managed account, or advice for your situation. Past results do not promise future ones. Stocks can lose value. Taxes, fees, and trading costs are left out of the numbers above.