Awesome Portfolio
Ten Canadian companies. One core portfolio.
Awesome Portfolio is a quality-biased mix of growth and income — built to sit at the centre of a long-term account. Ten names. Monthly updates.
+15.1%
Awesome Portfolio
+9.9%
S&P/TSX Composite
+5.2 pp better a year · since 2017
10 names
Monthly updates
A real core
Not a yield-only sleeve and not a 500-stock index. Ten businesses you can actually own and follow.
Growth and income
Cash distributions from quality Canadian companies, with enough earnings power left to compound.
Monthly on purpose
Checked on the second-last trading day of each month. If nothing material changed, we leave it alone.
Track record
Built to beat the TSX
Each month we take the ten largest eligible names and reset weights to 100%, but only when a name changes or a weight moves by at least 0.50 percentage points. 2017-07-31 to 2026-09-17. Hypothetical, before tax and trading costs.
Total return
+260%
Awesome Portfolio
+137%
S&P/TSX Composite
+123 pp better than the TSX
Annualized
+15.1%
Awesome Portfolio
+9.9%
S&P/TSX Composite
+5.2 pp better a year
$10,000 over 5 years
$24,671
Awesome Portfolio · 2026-09-17
$17,874
S&P/TSX Composite · 2026-09-17
$6,796 more
The chart rebuilds the top ten each month and compares it with the S&P/TSX Composite. Closing prices, with dividends reinvested.
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
- 2026-09-29
- 1
Start with businesses that earn reliably, carry a strong balance sheet, and can afford the dividend.
- 2
Hold the ten largest of those Canadian companies. 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 |
|---|---|
| TDToronto Dominion | 12.4% |
| MFCManulife Financial | 12.3% |
Two names are open. Sign in, then WA+ shows the full list.
As of 2026-09-22. Ten names, weights normalized to 100%. Monthly updates.
Wealth Awesome Research
Follow the portfolio inside Research
Members get the monthly history, notes on what changed, and the other reports. WA+ is C$99 a year.
This is an illustration, not advice and not a fund. Awesome Portfolio is our list of ten stocks, not a managed account. Past results are not a promise. Stocks can lose value. Taxes, fees, and trading costs are not included.