Globe & Mail portfolios by Norm Rothery
Links to my Globe portfolios are provided below in order of their publication date.
I've replaced the original titles to indicate the factors I tested in each article as a reminder to myself when writing the next one.
Latest Articles
Norm's latest articles in the Globe & Mail
(Look for the "Portfolios for ..." links to find the stock tables.)
The Globe Top 250
2025-12-20
Top 250 for 2026 |
Megastars for 2026
2024-12-20
Top 250 for 2025 |
Megastars for 2025
2023-12-29
Top 250 for 2024 |
Megastars for 2024
2022-12-09
Top 250 for 2023 |
Megastars for 2023
The Globe Dividend All-Stars
2026-02-23
Top 200 for 2026
2025-02-22
Top 200 for 2025
2024-02-24
Top 200 for 2024
The Globe and Mail's definitive ETF guide
2026-05-22
The 101 best ETFs for 2026
Stable Dividend Portfolio
2019-05-20 Intro
2022-09-25 Update
2023-02-26 Annual Fraction of Winners
2023-08-08 Different Days of Volatility
2023-09-03 Quarterly, Half-and-Half by Yield
2023-12-21 Update
2024-01-08 Low Dividend Coverage
2024-01-22 Graveyard tests
2024-07-02 Selling in May?
2024-10-06 With vol by decile
2025-03-09 Utilities: Vol, Yield, P/E
2025-03-25 Size vs Equal Weight
2025-09-22 Mcap:100,200,300
2025-11-30 Rebalance: M,Q,A
2026-01-19 High and low yield variants
2026-06-15 +ROE/ROA
2026-08-10 Volatility, Semivariance, Beta
Smaller Stable Dividend Portfolio
2022-12-19
Intro
2024-03-12
10, 15, 20 stocks
2025-06-30
High yield variant
Frugal Dividend Portfolio
2019-06-26 Intro
2022-10-11 Update
2023-03-12 Absolute P/Es
2023-10-01 12 Annual Portfolios
2023-12-21 Update
2024-06-03 25.50,75,100 vol then P/E
2024-09-08 Annual Fraction of Winners
2024-12-15 P/E, P/CF, P/FCF
2025-07-14 -Dividends Alternate
2025-11-30 Rebalance: M,Q,A
2026-02-16 P/S,P/B,P/TB.Yield
2026-06-29 Rebalance: M,Q,SA,A
Stable High-Yield Portfolio
2026-02-16 Intro
2026-06-29 Rebalance: M,Q,SA,A
Perch Portfolio
2019-08-20
Intro
2023-04-09
Update
2024-03-18
vol - P/E vs PE - vol
2024-12-02
10, 20, 30 stock
2026-05-11
High Yield or Low P/E
Dividend Monster Portfolio
2019-10-15
Intro
2022-10-23
Update
2023-04-30
With 10 or 20 stocks
2023-11-13
Plus and Minus Momentum
2023-12-21
Update
2024-02-19
3,6,9,12, and 15 months
2024-10-20
Minus High Vol
2025-08-18
All Dividends Variant
2025-11-30
Rebalance: M,Q,A
2025-12-15
Each month
2026-06-01
Top 50/60/75% Yields
Screaming Value Portfolio
2022-11-20
Intro
2023-06-12
12 Annual Portfolios
2023-11-26
10,20,30 stocks
2024-08-11
Size:300, 100, 200
2025-01-12
Absolute EV/EBITs
2025-08-25
low price, low volume
2025-11-30
Rebalance: M,Q,A
2026-02-01
6/12 month momentum
Canadian Free Cash Portfolio
2023-06-25
Intro
2024-03-31
10,20,30 stocks
2024-11-03
Minus High Vol
2025-05-04
1 & 10 stock
2025-11-17
by size
2025-11-30
Rebalance: M,Q,A
2026-03-16
Absolute EV/FCF
Stable Cash Portfolio
2024-02-04
Intro
2024-12-15
P/E, P/CF, P/FCF
Lemonade Portfolio
2023-01-29
Intro
2025-02-09
Pink
2025-11-30
Rebalance: M,Q,A
2026-03-02
10, 20, 30 stocks
Canadian Dividend Aristocrats
2026-07-13 Aristocrats, by vol or momentum
TSX 60
2018-06-03 10 Low P/E
2018-08-22 By Yield
2018-10-15 By P/E or Yield
2019-03-18 Low P/E individual stock returns
2022-08-14 P/E,P/B,Yield
2023-10-17 P/E,P/B,Yield
2025-06-17 P/E,P/B,Yield,Vol
TSX Composite
2026-07-27 By Market Cap or Yield
Buyback Yield
2026-08-24 Absolute Buybck Yield
Halloween Portfolio
2023-08-20 History
2023-10-15 Backtest
Momentum
2023-05-15 Simple 10, 20, 30 stocks
2025-10-20 Absolute Momentum
2025-11-03 Lookback period
2026-03-30 10 stock, 6m or 12m
Hot Potato
2026-09-07 Hot Potato Update
Quality
2025-05-20 Vol,Yield,Mom,ROA,ROE,Leverage,Size
2025-06-01 GP/A
2025-07-28 24 Annual Portfolios
U.S. Stable Dividend Portfolio
2024-05-05 Intro
2024-11-17 Update
2025-04-21 Update
U.S. Frugal Dividend Portfolio
2024-05-20 Intro
2024-11-17 Update
2025-04-21 Update
U.S. Free Cash Portfolio
2023-03-26 Intro
2024-07-29 10,20,30 stocks
2024-11-17 Update
2025-04-21 Update
Dow 30
2018-09-19 6 Low P/E
2023-07-09 10 Low P/E
Page Updated: 2026-09-14
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