Personalized Investment Strategy
Platform offers personalized strategy. Expertise and complete transparency provided.
Privately Managed Portfolios
When you invest in the MK Total Wealth Management Group’s Privately Managed Portfolios, you can have the confidence of knowing you are supported by dedicated research teams at TD Bank Group. Our rigorous investment selection process draws on the various backgrounds, areas of knowledge, and expertise of the TD Securities research team. We also access a broad range of resources to conduct in-depth research and provide ongoing oversight and due diligence to help ensure that your TD Privately Managed Portfolio meets your evolving needs. The MK Total Wealth Management Group’s Privately Managed Portfolios provide a disciplined approach to stock investing through portfolios built on proprietary, quantitative models for conservative, moderate, and aggressive investment approaches. This powerful strategy involves ranking and screening premium databases of Canadian and U.S stocks. We then generate a list of top-ranked securities based on your individual investment strategy.
Quantitative Analysis
Through portfolios built on proprietary, quantitative models for conservative, moderate, and aggressive investment approaches, this powerful strategy involves ranking and screening premium databases of Canadian and U.S stocks. We then generate a list of top-ranked securities based on your individual investment strategy.
Qualitative Analysis
Along with quantitative analysis, our team carries out an in-depth qualitative approach, whereby we consistently review the fundamentals of TD Securities’ best ideas and top stock picks, and select only those companies that meet our specific investment requirements.The discipline of our selection process helps to ensure that no matter what is taking place in the
broader market, our strategies are designed to help us to select top ranked stocks and adhere
to long term investment approach. Along with quantitative analysis, our team also carries out an in-depth qualitative approach, whereby we consistently review the fundamentals of TD Securities’ best ideas and top stock picks, and select only those companies that meet our specific investment
requirements.
broader market, our strategies are designed to help us to select top ranked stocks and adhere
to long term investment approach. Along with quantitative analysis, our team also carries out an in-depth qualitative approach, whereby we consistently review the fundamentals of TD Securities’ best ideas and top stock picks, and select only those companies that meet our specific investment
requirements.
Keeping risk and volatility top-of-mind,
we focus on:
- Dividend yield
- Fair valuation
- Return to target
- Dividend growth potential
- Strong corporate financials
Strategic Investment Framework
Performance Monitoring
Ongoing monitoring against sector benchmarks.
Active Portfolio Management
Daily rebalancing services. Ensures alignment with investment objectives, even in volatile markets.
Trim Function
Privately Managed Portfolios allocate equal weight to each of the companies that make up our model. In order to take advantage of various market conditions, we implement the daily “trim up” and "trim down" rules. When one position deviates from its designated weighting, we automatically trim up to take advantage of lower prices, or trim down to crystallize gains.
These rules allow us to maintain a highly structured approach to our investment selection, removing emotion and helping to ensure that volatility is minimized.