May 25, 2016
David Burrows' Top Picks: May 25, 2016
BNN Bloomberg
,David Burrows, President and Chief Investment Strategist, Barometer Capital Management
FOCUS: North American Large Caps
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Top Picks:
Medtronic (MDT.N)
Honeywell International (HON.N)
BlackRock (BLK.N)
Disclosure | Personal | Family | Fund/Portfolio |
---|---|---|---|
MDT | Y | Y | Y |
HON | Y | Y | Y |
BLK | Y | Y | Y |
Past Picks: June 4, 2015
Manulife Financial (MFC.TO)
Then: $23.55
Now: $19.62
Return: -16.69%
TR: -13.63%
Citigroup (C.N)
Then: $55.33
Now: $47.07
Return: -14.93%
TR: -14.58%
FedEx (FDX.N)
Then: $179.63
Now: $165.28
Return: -7.9%
TR: -7.39%
Total Return Average: -11.87%
Disclosure | Personal | Family | Fund/Portfolio |
---|---|---|---|
MFC | Y | Y | Y |
C | N | N | N |
FDX | N | N | N |
Fund Profile
Barometer Global Macro Pool
Performance as of: April 30, 2016
1 month: Fund 0.9%, Index* 1.9%
1 year: Fund 19.7%, Index*19.7%
3 year: Fund 16.2%, Index*4.5%
* Index: GlobeFund Alternative Strategies Peer Group Average
* Based on reinvested dividends and net of fees
Top 5 Holdings and Weightings
XLI- US-6.5%
XOP- US-6.4%
IHI-US- 6.4%
SPHD-US- 5.5%
PEY-US- 5.4%
Website: www.barometercapital.ca