Number of stocks : 18
Average Forward PE : 34
Average ROE : 35
Average Beta : 1,07
Dividend of the portfolio: 0.1%
Top 5 positions: 48% of the portfolio
Performance YTD : 20,5%
S&P performance YTD: 13,4%
Not so long ago, I was sure that I wouldn't beat the S&P in 2021. It now looks that I will beat it without any problem. That shows how unpredictable the market is. And that also shows how the exchange rate may help you a bit if you own a lot of american stocks.
I currently own only one canadian stock. I never held only one canadian stock before. And frankly, I don't think that I will buy another canadian stock soon.