At the beginning of November, we saw TSX small caps and discretionary leaving after only one month in the table.
Gold bullion 2x and TSX materials are in the table.
Notice that despite the fast rotation of some of the table components, at the end of November, the portfolio is doing really well, which is telling us that the broader market has not been doing all that poorly. This is especially true considering that November was a soft, down market while our portfolio did return positive at the end of the month
At the beginning of October, we were a bit surprised to see TSX gold miners, materials, and gold bullion 2x left the table.
TSX discretionary, small caps and mining got into the table for the month of October
At the beginning of September, TSX small cap and consumer discretionary left our monthly top 5 ranking to be replaced with TSX materials and gold miners
After a summer holiday in cash due to market conditions, we started the hypothetical portfolio beginning of August with a total of 12500 dollars divided equally among our top 5 ranked Canadian assets.