Prepared for

Jean Guy

Prepared by

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Date

March 31, 2021

Assets To Invest

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Cash Flow Requirements

Investment Goals

Target Asset Allocation

Cash, Equities & Bond Allocation is subject to change

Investment Philosophy

Growth & Income

- Our portfolio is built on stocks that pay a dividend, without compromising on long term growth

- Canada, US, other global developed countries

Value

- Buying stocks when they are below their intrinsic value, and selling them above their intrinsic value

Client Experience

Our Team

Benoit Poliquin is the President & Lead Portfolio Manager of Exponent Investment Management. If you are interested in Wealth Management in Canada, contact Ben today.

BENOIT POLIQUIN, CFA, CFP

President & Portfolio Manager

Ottawa

ALEX BERNIER, PFP, CFP

Partner

Ottawa

SHANNON BOSCHY, BFA, CFP

Partner

Ottawa

MARLÈNE CHAINÉ, CIM

Partner

Ottawa

TYSON CHARLEBOIS, CFA

Partner & Portfolio Manager

Ottawa

STEPHAN DESBIENS, CIM, PFP

Partner & Associate Portfolio Manager

Ottawa

ELIOTT EINARSON, CFP

Partner

Winnipeg

MATHEW HALL, CFA, CFP

Partner & Portfolio Manager

Ottawa

GERRET W. KAVANAGH, CFA, CIM, CFP, FCSI, CLU, MBA, BSC

Partner & Associate Portfolio Manager

Toronto

Graham Mayes, CFP, TEP, MTI

Chief Investment Strategist, Portfolio Manager & Partner

Ottawa

SCOTT SPENCE, CFP, CDFA, CIM, FCSI, Q.MED

Partner

Winnipeg

Operations Team

RYAN CAMERON

Marketing Manager

Ottawa

JESSICA EL-SHEIKH ALI

Investment Account Manager

Ottawa

NOLAN HOW

Intern

Ottawa

DARRELL MAYO, MFIN

Associate Portfolio Manager & Trader

Ottawa

GLORIA SEMAAN

Operations Manager

Ottawa

Dividends: Income & Growth

S&P 500 with and without dividend reinvestment. Purely on price change, gain is 14%. With dividend reinvestment, return is over 16%. This is for just one year.

Multiple History & Expansion

TSX Composite and S&P 500 Total Return History, showing Dividends, EPS, and P/E.

Volatility

Chicago Board Options Exchange Volatility Index 10-year. Real-time volatility of S&P 500 Index

International Investing

Based on the largest publicly traded European companies. Notable holdings include Nestle, LVMH, Unilever & SAP.

Brands

Why Buy & Sell a Stock

Fundamental Analysis

- How do they make money?
- Financial Statements - FCF beats Net Income
- Growth in Top Line Revenue & Operating Income

Technical Analysis

- Analysis of their Stock Chart (patterns & moving averages)
- How does the market view the company in short vs long term?
- Trading Signals and Price Patterns

Behavioural Analysis

- Buying stocks when they are below their intrinsic value, and selling them above their intrinsic value

The Fallacy of Herds

Pure speculation and the Dot-com Bubble of the late 1990s go hand in hand. From 1995 to 2003, the NASDAQ Composite Index rose 400%, later falling 78% from its peak. All gains were erased, and many companies were forced to shut down.

The Fallacy of Herds

Pure speculation and the Dot-com Bubble of the late 1990s go hand in hand. From 1995 to 2003, the NASDAQ Composite Index rose 400%, later falling 78% from its peak. All gains were erased, and many companies were forced to shut down.

Prepared for

Jean Guy

Prepared by

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Date

Assets To Invest

Add Your Heading Text Here

Cash Flow Requirements

Investment Goals

Target Asset Allocation