Copyright 2017 Echelon Wealth Partners Inc.

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LYSAN™ 

The conservative, growth and income strategy that

Lets You Sleep At Night™

 

PORTFOLIO STRUCTURE AND PROCESS

The LYSAN™ Strategy is an equity strategy driven by accurate quantitative information ranked according to our fixed criteria. The resulting portfolio is based strictly on the quantitative rankings derived from these criteria and is not subject to any personal interpretation or emotion.

 

The LYSAN™ Strategy uses Morningstar® CPMS™ to select stocks from either the top 300 free-float market-capitalization weighted stocks on the Toronto Stock Exchange or from the S&P 500. Our selected criteria are well known and used by many market analysts in various forms. What we have done is arrange them in roughly one third elements to reflect past performance, current performance and potential future performance.

 

On establishing a portfolio, statistical data generated by Morningstar® CPMS™ is ranked daily according to our preset conditions of criteria and sector weightings. Morningstar Research obtains the data from company reports and from analyst’s projections. The data is scrubbed to eradicate irregular items, such as one time occurrences, that will not affect a company’s ongoing performance. We receive this information prior to market opening every day; consequently, we can react very quickly should changes be signaled.


The portfolio consists of the 15 top ranked stocks from the respective universe on an equal cash weighting, bearing in mind sector weighting maximums. The portfolio remains unchanged until a stock slips below a predetermined ranking level. It is then sold and replaced by the highest ranked stock in the universe not currently in the portfolio.  As cash from dividends builds up we will, on a quarterly basis, re-balance the portfolio to an approximate cash weighted basis.

 

We have combined our 60+ years of combined portfolio management experience, along with current and back-testing techniques, to arrive at the fixed criteria that when combined produced superior results over the last 25 years when compared to the medium and long-term performance periods of the TSX Total Return Index and S&P 500 Total Return Index. The strategy has been designed to be more defensive and to outperform in down markets, while still generative attractive return in up markets.

2017 Q4 HOLDINGS

DECEMBER 2017 RETURNS

(*) Actual Return

2017 Q4 HOLDINGS

DECEMBER 2017 RETURNS

(*) Actual Return

Returns are presented in USD Dollar terms and do not account for potential FX gains or losses related to the CAD Dollar.

The LYSAN™ Canadian Conservative Growth/Income Portfolio and LYSAN™ U.S. Conservative Growth/Income Portfolio:
 

  • Based solely on quantitative methods for selecting stocks;

  • Eliminates emotion and personal bias in stock selection;

  • An equity strategy with no alternative asset classes;

  • Consistently had annualized back-tested long-term returns superior to its relevant benchmark for over 25 years;

  • An uncomplicated and easily understood long-term investment strategy;

  • A disciplined method of constructing a superior conservative growth and income portfolio.

LETS YOU SLEEP AT NIGHT™

Disclaimer: Performance Data
Commissions, trailing commissions, management fees, and expenses may all be associated with fund investments.  The indicated rates of return are the historical annual compounded total returns including changes in (share or units) value and reinvestment of all (dividends or distributions) and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns.  Returns are not guaranteed, values change frequently and past performance may not be repeated.