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1 Toronto Street, Suite 500 Toronto, ON M5C 2W4

1 Toronto Street, Suite 500 Toronto, ON M5C 2W4 Tel. (416) 489-7074 Fax (416) 485-9473 Internet: www.cpms.com. An Introduction to the CPMS MODEL PORTFOLIOS. CPMS MODEL PORTFOLIOS. The CPMS Model Portfolios reflect fundamentally distinct investment philosophies.

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1 Toronto Street, Suite 500 Toronto, ON M5C 2W4

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  1. 1 Toronto Street, Suite 500 Toronto, ON M5C 2W4 Tel. (416) 489-7074 Fax (416) 485-9473 Internet: www.cpms.com An Introduction to the CPMS MODEL PORTFOLIOS

  2. CPMS MODEL PORTFOLIOS The CPMS Model Portfolios reflect fundamentally distinct investment philosophies.

  3. MODEL PORTFOLIO REPORTS Reports available for Subscribers of the Model Portfolios include: Transaction Reports Portfolio Style Reports Current Holdings Portfolio Statistic Reports Performance Reports Cross Holdings Reports Let’s take a closer look at the reports…

  4. TRANSACTION REPORTS This Daily Report details the Buys and the Sells for each portfolio, along with the Price and Reason for the transaction. Transaction & Name Price & Reason

  5. Recent Price Changes CURRENT HOLDINGS Instantly track a stocks Date of Purchase, Gain/Loss and Rank in the strategy. Company Name & Rank Gain/Loss, Date Purchased

  6. Performance Reports

  7. Identify the characteristics of a portfolio at a point in time… VALUE GROWTH Momentum Model Portfolio Price to Earnings Ratio Return on Equity Portfolio’s P/E Portfolio’s ROE Mar June Sept Dec Mar June Sept Dec Benchmark PORTFOLIO STYLE REPORTS Or Identify the characteristics of a portfolio through time. This portfolio has consistently had a below market multiple with above market growth. Communicate the discipline of your management style and investment process to your clients.

  8. PERFORMANCE STATISTICS Performance statistics against the S&P TSX including: • Annualized Returns • Quarterly Success vs. S&P TSX • Annual Turnover • Sharpe Ratio • Beta Identify what styles fit your client’s risk and return objectives.

  9. CROSS HOLDINGS REPORTS View a report showing stocks that are held in more than one portfolio. View stocks that appeal to many different categories of investors. Save Time – instantly view a company’s rank in all of the CPMS Model Portfolios.

  10. ALL Models have outperformed the TSX since their inception in December 1985.

  11. Consistent Positive Returns Rule #1 of investing is not to lose your clients money. ALL Models significantly increase your odds of making a positive return.

  12. POOLED MODEL PORTFOLIOS An equally profitable approach to the CPMS Model Portfolios is to combine two or more Models to create a single style diversified portfolio. The CPMS Triple 5 and Triple 10 Pooled Portfolios blend the Income, Predictable Growth and Momentum Models into equally weighted 15 and 30 stock portfolios.

  13. The Triple 5 and Triple 10 Pooled Model Portfolios Consistent, superior performance generated by portfolio discipline and style diversification.

  14. The Model Portfolios will help you: • Consistently outperform by maintaining a discipline. • Match your clients investing objective with a portfolios objective. • Save time – reports are available every day at www.cpms.com • Communicate your investment style to your clients’ prospects using a 23 year track record. By incorporating the most timely, accurate and comparable data with proven investment strategies, the CPMS Model Portfolios create a tool that helps promote disciplined money management. For more information or to subscribe, please call (416) 489-7074

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