SciVest Individual Stock Portfolios
Discover our various individual stock strategies with the following breakdown:
SciVest Low-Volatility Dividend Income Strategy
The Low-Volatility Dividend Income Portfolios are engineered for investors who are moderately risk adverse, but also seek relatively high dividend income and some capital appreciation with relatively low volatility risk (as compared to the equity indexes). The Strategy is currently available in both a 20-stock Canada-focused version and a 30-stock US-focused version. The SciVest Low-Volatility Dividend Income Portfolios invest in mid-to-large capitalization, dividend-paying, Canadian or US listed equity securities with lower-than-average volatility risk and higher than average dividend yield. To maintain discipline and consistency, SciVest employs quantitative models and rules to implement the Strategy within client accounts, as well as dictating equity buy/sell decisions, sector weights, industry weights, security weights, etc.
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Investment Objective
The primary objective of the SciVest Low-Vol Dividend Income Portfolios is to provide dividend income that is materially higher than the market indexes with moderate capital appreciation and materially lower volatility risk than the market indexes. The Portfolio is also expected to provide diversification relative to capitalization weighted stock market indexes.
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Investment Concept
Low return volatility underlies the “Low-Risk Effect” - the empirical finding that higher risk measured by either return volatility risk or market (beta) risk is not rewarded with a higher return within in global stock markets, as would generally be expected. The Low-Risk Effect has been widely studied within the academic and quantitative investment practitioner communities. SciVest has found that combining lower risk, higher dividend yield stocks that have relatively strong stock price momentum produces a portfolio with attractive long-term risk and return characteristics, with good downside protection and a high dividend income stream.
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Investment Risk
If held on their own, the SciVest Low-Vol Dividend Income Portfolios are considered medium-low risk, with expected long-term volatility risk materially lower than the broad-based stock market indexes such as the S&P/TSX Composite Index and/or the S&P 500 Index. When the SciVest Low-Vol Dividend Income Portfolios are combined with other equity and fixed income portfolios, they are expected to lower overall portfolio risk through diversification.
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Investment Strategy
The SciVest Low-Vol Dividend Income Strategy is a systematic, rules-based, equity strategy that invests in large capitalization dividend-paying stocks, which meet a number of liquidity and risk management constraints, that are selected using the SciVest Low-Vol Dividend Factor. The SciVest Low-Vol Dividend Factor ranks stocks with the best combinations of the highest dividend yields which have the lowest volatility risk and the best price momentum. That is, the SciVest Low-Vol Dividend Factor identifies those low-risk stocks with the highest dividend yields, where the dividend yield has been ‘confirmed’ by relatively good stock price movements. The Factor is a composite of 3 concepts: (i) stock price volatility (lower better); (ii) indicated dividend yield (higher better); and (iii) stock price momentum (higher better). The SciVest Low-Vol Dividend Income Portfolios are rebalanced and reconstituted quarterly moving towards the then current highest ranked SciVest Low-Vol Dividend Factor stocks, on an equal-weighted basis, while still abiding by turn-over, liquidity, income yield and risk management constraints. These constraints include a targeted Portfolio dividend yield that is at least 1.5% p.a. higher than the relevant stock market index (either the S&P/TSX Composite Index or the S&P 500 Index) and strict maximum and minimum relative exposures to sectors and industries as compared to the relevant stock market index, so that Portfolio has a similar make-up across various segments of the economy as the stock market index.
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Investment Highlights
☑️Provides significantly higher income than most fixed income and equity alternatives, with moderate expected long-term capital appreciation.
☑️Long-term risk and risk-adjusted return characteristics much better than the relevant stock market index, with good downside protection.
☑️Rules-based, disciplined, investment strategy that has been rigorously tested with over 20 years of data.
☑️Dividend income at least 1.5% higher than the relevant stock market index (S&P/TSX Composite Index or S&P 500 Index).
SciVest Growth Of Dividend Income Strategy
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Investment Objective
The primary objectives of the SciVest Growth of Dividend Income Portfolios, in order of priority, is to provide: (i) consistent and above average dividend income yield; (ii) growth in the absolute level of dividend income through time; and (iii) moderate long-term capital appreciation. The Portfolio is also expected to provide diversification relative to capitalization weighted stock market indexes.
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Investment Concept
Inflation is the greatest enemy to investors who expect to consume the income produced by their investment portfolios. Inflation reduces the purchasing power of both the income produced by investment portfolios as well as the capital value of the portfolio itself. The only solution to this inflation problem is to have a portfolio whereby income grows consistently and indefinitely – a “growing income” portfolio as opposed to a “fixed income” portfolio. Dividend-growth equities is one of only a couple of investments that exhibit these growing income characteristics (real estate is the other). Additionally, a growing income portfolio should in the long-term increase in capital value at a rate approximately equal to its income growth rate (whereas a fixed income portfolio does not increase in value). That is, long-term capital appreciation of the Growth of Dividend Income Portfolios is a consequence of focusing on attractive growth-of-dividend-income investments. Get dividends right, and you will ultimately get share prices right.
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Investment Risk
If held on their own, the SciVest Growth of Dividend Income Portfolios are considered medium risk, with expected long-term volatility risk consistent with the broad-based stock market indexes. When the SciVest Growth of Dividend Income Portfolios are combined with other equity and fixed income portfolios, they are expected to lower overall portfolio risk through diversification.
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Investment Strategy
The SciVest Growth of Dividend Income Strategy is a fundamentally based equity strategy that invests in dividend-paying stocks that are expected to grow their dividends at a high rate, in the context of their current yield, using the SciVest Growth of Dividend Income (“GDI”) Score as its foundation for the growth-yield trade-off. That is, there is generally a trade-off between dividend (and earnings per share) growth relative to the level of dividend yield for any given stock. The SciVest GDI Score accounts for this dividend growth-yield trade-off, allowing for comparison of higher yielding slower growth companies to lower yielding faster growing companies. SciVest typically strives to have its holdings achieve a SciVest GDI Score of 20 to 40 – for example, a SciVest GDI Score of 30 could be achieved by a 5% yielding stock growing its dividend by 6% p.a. or by a 2.0% yielding stock growing its dividend by 15% p.a. The Strategy is also very focused on company and stock fundamentals, with the average portfolio holding typically having cheaper valuations than the overall stock market indexes – in addition to having materially higher average dividend yields and dividend growth rates.
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Investment Highlights
☑️Unique growing income strategy, with a high current income yield, that solves the fixed income dilemma (i.e., low fixed income yields that do not grow through time).
☑️Strong value/valuation focus, and thus positioned well for the future given the current “growth stock bubble”.
☑️Tax efficient dividend income that is much higher than than the relevant stock market index (S&P/TSX Composite Index or S&P 500 Index).
☑️Designed as a “forever” investment strategy, applicable to investors at all stages of life.
☑️10-year+ successful live track record.
The SciVest Growth of Dividend Income Portfolios are engineered to provide: (i) relatively high dividend income; (ii) growth in the absolute level of dividend income through time; and (iii) moderate long-term capital appreciation. The Strategy is currently available in both a Canada-focused version (20-30 holdings) and a US-focused version (30-40 holdings). The SciVest Growth of Dividend Income Portfolios invest in mid-to-large capitalization, dividend-paying, Canadian or US listed equity securities which are expected to grow their dividend payments to investors through time. SciVest believes that focusing on dividend-paying companies that are expected to grow their dividends through time results in long-term capital appreciation of the portfolio – that is, long-term capital appreciation of the portfolio is a consequence of focusing on attractive growth of dividend investments.
SciVest Profitable Quality Strategy
The SciVest Profitable Quality Portfolios are engineered to deliver total returns that, over the long term, exceed those of the relevant stock market index, with similar risk characteristics, while also providing diversification relative to the index. The Strategy is currently available in both a 30-stock, Canada-focused version and a 38-stock, U.S.-focused version. The SciVest Profitable Quality Portfolios invest in mid- to large-capitalization equity securities that, on average, have exhibited a combination of stronger profitability, safety, relative strength, shareholder payout yield, growth, value, and/or analyst revisions, as compared to other stocks in their respective markets. To maintain discipline and consistency, SciVest employs quantitative models and rules to implement the SciVest Profitable Quality Strategy within client accounts, including the determination of equity buy/sell decisions, sector weights, industry weights, and security weights.
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Investment Objective
The primary objective of the SciVest Profitable Quality Portfolios is to generate long-term capital growth that outperforms broad stock market indexes, such as the S&P/TSX Composite Index and the S&P 500 Index, while maintaining a similar level of risk. In addition, the Profitable Quality Portfolios are designed to enhance diversification relative to traditional capitalization-weighted indexes, including the S&P/TSX Composite Index and the S&P 500 Index.
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Investment Concept
Decades of academic research have identified a set of company- and stock-specific characteristics—known as "factors"—that have been reliable drivers of long-term relative outperformance. The evidence further indicates that combining multiple excess-return factors can enhance performance and reduce risk compared with relying on any single factor alone. Building on our own extensive research and analysis, SciVest has integrated the most robust factors from both academic and practitioner literature into a unified multi-factor model grounded in profitability, safety, shareholder yield, relative strength, value, growth, and analyst revisions—an approach we refer to as “Profitable Quality.”
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Investment Risk
When held on their own, the SciVest Profitable Quality Portfolios are classified as medium risk, with long-term volatility and market risk expected to be similar to broad equity market indexes such as the S&P/TSX Composite Index and the S&P 500 Index. When combined with other equity and fixed income portfolios, the Profitable Quality Portfolios may help reduce overall portfolio risk through diversification.
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Investment Strategy
The SciVest Profitable Quality Strategy is a systematic, rules-based equity strategy that invests in stocks meeting strict liquidity, turnover, and risk-management criteria. We select stocks using our proprietary SciVest Profitable Quality Factor, a comprehensive ranking system built on seven fundamental pillars: Profitability, Safety, Shareholder Yield, Relative Strength, Value, Growth, and Analyst Revisions.
Each pillar is informed by multiple underlying metrics that capture the specific characteristics it is meant to represent. Together, these metrics provide a broad, diversified view of company fundamentals and stock behaviour from several independent perspectives. This allows our model to target the strongest, highest-quality stocks with the most attractive forward-looking prospects.
SciVest Profitable Portfolios are rebalanced and reconstituted quarterly. At each review, the portfolios tilt toward the highest-ranked Profitable Quality Factor stocks, on an equal-weighted basis, while staying within clearly defined turnover limits and risk controls. These controls include maximum and minimum relative exposures to sectors, sub-sectors, and industries, helping the portfolio remain broadly diversified and avoid unintended concentration risks.
The result is a disciplined, multi-factor strategy designed to deliver a high-quality core equity portfolio, grounded in evidence-based signals and consistent portfolio-construction rules.
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Investment Highlights
☑️ A core equity strategy built to seek higher long-term returns than the broad equity market index, while keeping volatility and overall market risk at similar levels.
☑️ A systematic, rules-based investment process, supported by over 20 years of historical data, to promote consistency, repeatability, and evidence-based decision-making.
☑️ A comprehensive multi-factor model, built on seven fundamental pillars, to identify strong, high-quality companies and stocks.
☑️ A rigorous risk-management and diversification framework designed to reduce concentration risk and maintain balanced exposure across sectors and the broader economy.
SciVest Price Momentum Strategy
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Investment Objective
The primary objective of the SciVest Price Momentum Portfolios is to deliver capital appreciation which in the long-term exceeds that of the broad stock market indexes such as the S&P/TSX Composite Index and/or the S&P 500 Index. The SciVest Price Momentum Portfolios are also expected to provide diversification relative to capitalization weighting stock market indexes.
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Investment Concept
Price Momentum is a “relative strength” concept. Over the medium term (typically 6–18 months), stocks that have recently outperformed tend to keep outperforming, while those that have lagged tend to continue underperforming.
Since Price Momentum was first documented in 1993, it has been extensively researched by academics and quantitative investment professionals, resulting in hundreds of peer‑reviewed articles in leading scientific journals. This body of research consistently finds that Price Momentum is one of the most powerful predictors of future individual stock returns ever identified, supported by a range of behavioural, psychological, structural, fundamental, and risk-based explanations for its persistent effectiveness.
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Investment Risk
When held on their own, the SciVest Price Momentum Portfolios are considered medium‑high to high risk (depending on the specific portfolio), with long‑term volatility expected to be higher than broad equity market indexes such as the S&P/TSX Composite Index and the S&P 500 Index. However, when used in moderation alongside other equity and fixed income portfolios, the Price Momentum Portfolios may help reduce overall portfolio risk through diversification.
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Investment Strategy
The SciVest Price Momentum Strategy is a systematic, rules-based equity approach that invests in stocks meeting defined liquidity and risk management criteria. We select stocks using our proprietary SciVest Price Momentum Factor, which is designed to capture both the relative magnitude and quality of each stock’s price momentum. This factor is a weighted average of three price momentum components: (i) trailing medium-term stock returns; (ii) the current stock price relative to its 52-week high; and (iii) the consistency and uniformity of the stock’s 52-week price trend.
The SciVest Price Momentum Portfolios are rebalanced and reconstituted monthly, shifting toward the then-current highest-ranked SciVest Price Momentum Factor stocks on an equal-weighted basis, while maintaining strict turnover, liquidity, and risk management constraints. These include maximum exposure limits at the sector, sub-sector, industry, and sub-industry levels to help ensure each portfolio remains well diversified across the broader economy. As a result, the SciVest Price Momentum Portfolios are typically diversified collections of stocks that reflect many of the most prominent, innovative, and/or fastest-growing companies in the prevailing economic environment.
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Investment Highlights
☑️ A rules-based, disciplined investment strategy rigorously tested using more than 20 years of data.
☑️ Designed to deliver long-term returns meaningfully higher than broad, capitalization‑weighted stock indexes.
☑️ May provide significant diversification benefits (i.e., risk reduction) when added in moderation to most existing diversified portfolios.
☑️ The strategy’s foundation is supported by academic research demonstrating strong results across most major global markets and appears particularly well-suited to the Canadian market.
The SciVest Price Momentum Portfolios are engineered to deliver total returns which in the long-term exceeds that of the relevant stock market index, while also providing diversification relative to those indexes. The Strategy is available in 12-, 24-, and 30-stock Canada-focused portfolios, as well as a 30-stock US-focused portfolio. The SciVest Price Momentum Portfolios invest in small-, mid-, and large-capitalization stocks which have exhibited medium-term price momentum, or relative strength, as compared to other stocks in their respective markets. To maintain discipline and consistency, SciVest employs quantitative models and rules to implement the SciVest Price Momentum Strategy within client accounts, including dictating equity buy/sell decisions, sector weights, industry weights, and security weights.
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