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Market Overview · May 28, 2025

Last updated 16:02 EDT  ·  Delayed 15 min
Model Portfolio
+14.3%
YTD vs benchmark +2.1%
Beta
0.87
vs TSX Composite
Sharpe Ratio
1.42
trailing 12-month
Max Drawdown
−6.2%
Feb 2025 correction
Model Portfolio — Top Holdings
Current Positions · 15 min delayed
Symbol Weight Last Day Chg YTD
BNS 8.4% $63.48 +0.6% +9.2%
CNR 7.9% $174.20 +1.1% +11.4%
SU 7.2% $57.35 −0.4% +18.7%
RY 6.8% $137.80 +0.2% +7.8%
AEM 6.1% $82.45 +1.8% +22.3%
MFC 5.7% $41.60 −0.1% +6.4%
WSP 5.3% $240.15 +0.8% +14.9%
15-minute delayed data. For informational purposes only.
Fixed Income Sleeve
Bond Holdings · Market Value Weights
Issuer Coupon Maturity YTM Duration
GOC 2Y 4.25% Jun 2027 3.82% 1.94
GOC 5Y 3.75% Mar 2030 3.71% 4.67
GOC 10Y 3.50% Jun 2035 3.74% 8.92
BMO 5Y 5.10% Oct 2029 4.32% 4.21
TD 3Y 4.90% Nov 2028 4.18% 2.87
YTM = yield to maturity. Duration in years. Not investment advice.
PORTFOLIO SUMMARY
Total Equity Weight72.4%
Fixed Income Weight20.1%
Cash & Equivalents7.5%
Portfolio YTD+14.3%
Benchmark YTD+12.2%
Alpha+2.1%
Macro Indicators
Key Economic Releases — Canada & US
Indicator Country Period Actual Forecast Prior Surprise
CPI YoY Canada Apr 2025 2.7% 2.8% 2.9% Beat
GDP QoQ Ann. Canada Q1 2025 2.1% 1.8% 1.4% Beat
Unemployment Canada Apr 2025 6.1% 6.0% 6.1% In Line
Core PCE YoY US Apr 2025 2.6% 2.7% 2.8% Beat
Non-Farm Payrolls US Apr 2025 177K 185K 204K Miss
Data sourced from Statistics Canada, BLS, Federal Reserve. All releases provisional.