Portfolio Discipline

Guided Portfolios operate within rules and guidelines that bring discipline to the management of equity portfolios.

Our “guiding principles” are to:

• Diversify the portfolio across industry sectors in a way that fits the global economic outlook
• Choose high quality companies in each sector according to objective guidelines
• Adhere to pre-established rules for making changes to the portfolio
  

• Economic outlook, interest rates, corporate earnings and equity valuations
• Asset allocation between equities, fixed-income and cash
• Sector allocation between four major economic sectors – Industrial, Interest Sensitive, Consumer and Resource

• Individual companies assigned a score based on three research disciplines: fundamental, technical and quantitative.
• Bottom-scoring companies eliminated from universe of stocks.
• Independent selection committee applies qualitative screen.
• End result is a list of quality companies suited to the forecast environment.