AFI
Aviso Financial Inc. Portfolio
Invests via Aviso Financial Inc. | Managed by Yasmin Lalani
Invests via Aviso Financial Inc.
Managed by Yasmin Lalani
Automatically Tracked
Company Profile
Toronto-based specialty mortgage and asset manager focused on originating, acquiring and managing residential and commercial mortgage assets across Canada and selectively in the U.S. Aviso Financial Inc. combines lending, securitization and investment-management capabilities to generate fee and net-interest income for institutional and retail channels. Market relevance centers on mortgage credit exposure, securitization capacity, and portfolio yield enhancement; capital allocation emphasizes balance-sheet efficiency, asset-liability management and scalable origination platforms.
Toronto-based specialty mortgage and asset manager focused on originating, acquiring and managing residential and commercial mortgage assets across Canada and selectively in the U.S. Aviso Financial Inc. combines lending, securitization and investment-management capabilities to generate fee and net-interest income for institutional and retail channels. Market relevance centers on mortgage credit exposure, securitization capacity, and portfolio yield enhancement; capital allocation emphasizes balance-sheet efficiency, asset-liability management and scalable origination platforms.
Investment Philosophy & Strategy
Focuses on originating, acquiring and actively managing residential and commercial mortgage assets to generate a mix of fee income and net interest margin. Capital deployment emphasizes balance-sheet efficiency, securitization and liability management to optimize yield and duration while preserving liquidity and regulatory capital. Underwriting is credit‑centric with conservative loan-to-value and vintage diversification; portfolio strategy blends scalable origination, selective secondary-market buys and structured finance issuance to capture spread, enhance returns and control leverage over a medium‑to‑long horizon.
Focuses on originating, acquiring and actively managing residential and commercial mortgage assets to generate a mix of fee income and net interest margin. Capital deployment emphasizes balance-sheet efficiency, securitization and liability management to optimize yield and duration while preserving liquidity and regulatory capital. Underwriting is credit‑centric with conservative loan-to-value and vintage diversification; portfolio strategy blends scalable origination, selective secondary-market buys and structured finance issuance to capture spread, enhance returns and control leverage over a medium‑to‑long horizon.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-1.39%
Gain
Monthly
-0.06%
Yearly
-0.68%
Drawdown
28.05%
$3.03B
Equity
Holdings
$3.03B
Investment
$2.35B
$660.18M
Profit -$633,633.64
Realized
-$19.16M
Unrealized
$679.34M
Dividends
$87.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$633,633.64
Win %
65%
This Week
Compared To Last Week
Gain
1.91%
Profit
$56.79M
Win %
65%
This Month
Compared to last month
Gain
3.49%
Profit
$102.33M
Win %
65%
This Year
Compared to last year
Gain
10.84%
Profit
$296.87M
Win %
65%
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+3.12%
+$311,593.48 
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+3.09%
+$191.25 
SAP SAP SE Sponsored ADR
+3.08%
+$1.43M 
AX Axos Financial Inc.
+3.07%
+$27,372.94 
IBM International Business Machines Corporation
+3.06%
+$2,751.96 
POST Post Holdings Inc.
+3.05%
+$27,456 
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+3.01%
+$14,536.63 
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+3%
+$74,060.57 
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+2.98%
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+2.9%
+$34,501.6 
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+2.9%
+$5,029.9 
T AT&T Inc.
+2.89%
+$33,424.2 
TMUS T-Mobile US, Inc.
+2.89%
+$34,494.43 
NDAQ Nasdaq, Inc.
+2.86%
+$20,024.81 
ISRG Intuitive Surgical, Inc.
+2.86%
+$1,910.92 
RCI Rogers Communications Inc.
+2.83%
+$125,488.32 
STZ Constellation Brands, Inc.
+2.83%
+$1,748.4 
AMGN Amgen Inc.
+2.81%
+$41,862.2 
SFBS ServisFirst Bancshares Inc.
+2.77%
+$21,143.92 
WDAY Workday Inc.
+2.73%
+$457.4 
BMY Bristol-Myers Squibb Company
+2.7%
+$217.15 
CP Canadian Pacific Kansas City Limited
+2.69%
+$2.69M 
VZ Verizon Communications Inc.
+2.67%
+$105,148.79 
BCE BCE Inc.
+2.66%
+$103,206.75 
MCD McDonald's Corporation
+2.65%
+$155,381.82 
SBUX Starbucks Corporation
+2.63%
+$5,999.82 
DOX Amdocs Limited
+2.61%
+$6,496.35 
MRSH Marsh & McLennan Companies, Inc.
+2.6%
+$135,783.26 
KO The Coca-Cola Company
+2.59%
+$12,246.36 
XPEV Xpeng Inc.
+2.58%
+$42.6 
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+2.57%
+$728,641.01 
HR Healthcare Realty Trust Incorporated
+2.57%
+$339.2 
COST Costco Wholesale Corporation
+2.52%
+$292,930.65 
STN Stantec Inc.
+2.52%
+$93,833.47 
AON Aon plc
+2.49%
+$20,040.28 
TJX The TJX Companies, Inc.
+2.42%
+$255,627.75 
MA Mastercard Incorporated
+2.41%
+$176,554.06 
PPG PPG Industries Inc.
+2.4%
+$10,487.22 
GSK GSK plc Sponsored ADR
+2.39%
+$5,931.06 
GPN Global Payments Inc.
+2.38%
+$27.98 
BDX Becton, Dickinson and Company
+2.37%
+$54,257.55 
CMCSA Comcast Corp
+2.36%
+$91.58 
PCAR PACCAR Inc.
+2.33%
+$255.29 
FSV FirstService Corporation
+2.32%
+$26,594.8 
WCN Waste Connections Inc.
+2.3%
+$181,997.76 
MIDD The Middleby Corporation
+2.3%
+$2,850.54 
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+2.29%
+$45,158.4 
HDV iShares Core High Dividend ETF
+2.21%
+$158.6 
SPGI S&P Global Inc.
+2.18%
+$1.18M 
NRC National Research Corporation
+2.18%
+$1,602.44 
PYPL PayPal Holdings Inc
+2.17%
+$14,757.64 
CPAY Corpay, Inc.
+2.17%
+$2,921.62 
WY Weyerhaeuser Company
+2.09%
+$27,352.47 
V Visa Inc. Class A
+2%
+$2.12M 
UNH UnitedHealth Group Incorporated
+1.99%
+$76,136.41 
URI United Rentals, Inc.
+1.99%
+$5,893.48 
DRI Darden Restaurants, Inc.
+1.97%
+$32,285.04 
WMT Walmart Inc.
+1.96%
+$9,077.2 
GWW W.W. Grainger, Inc.
+1.87%
+$37,870.83 
MCO Moody's Corporation
+1.87%
+$9,775.59 
UL Unilever PLC Sponsored American Depositary Receipt
+1.87%
+$37,776.35 
PG Procter & Gamble Co
+1.78%
+$89,956.42 
GFL GFL Environmental Inc.
+1.77%
+$58.65 
MSCI MSCI Inc.
+1.77%
+$14,808.42 
FCN Fti Consulting Inc.
+1.72%
+$38,692.44 
CAH Cardinal Health Inc.
+1.71%
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REET iShares Global REIT ETF
+1.7%
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GIL Gildan Activewear Inc.
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RACE Ferrari N.V.
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AAPL Apple Inc.
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MGA Magna International Inc.
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CHEK Check-Cap Ltd.
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MSFT Microsoft Corp.
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FTS Fortis Inc.
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NVO Novo Nordisk A/S Sponsored ADR
+1.55%
+$634.28 
MNST Monster Beverage Corporation
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IQV IQVIA Holdings Inc.
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+$18,048.2 
VHT Vanguard Health Care ETF
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BAH Booz Allen Hamilton Holding Corporation
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CWS AdvisorShares Focused Equity ETF
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SUNC Suncast Solar Energy Inc.
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USB U.S. Bancorp
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RBA Rb Global Inc.
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KD Kyndryl Holdings Inc.
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RMD ResMed Inc.
+1.32%
+$553,101.27 
JNJ Johnson & Johnson
+1.32%
+$107,223.87 
RELX Relx PLC Sponsored ADR
+1.31%
+$790,773.72 
AME Ametek Inc.
+1.3%
+$88,285.11 
CB Chubb Limited
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DOO BRP Inc. Subordinate Voting Shares
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+1.22%
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SHW The Sherwin-Williams Company
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+$659,571.81 
TU TELUS Corporation
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+$25,300.37 
LAMR Lamar Advertising Company
+1.19%
+$3,114.1 
PBA Pembina Pipeline Corporation
+1.18%
+$30,545.51 
SHOP Shopify Inc.
+1.18%
+$85,681.56 
VSNT Versant Media Group, Inc.
+1.18%
+$2.55 
MSI Motorola Solutions, Inc.
+1.15%
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VRTX Vertex Pharmaceuticals Incorporated
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CRH CRH plc
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CIGI Colliers International Group Inc.
+0.95%
+$30,456.96 
UBER Uber Technologies, Inc.
+0.93%
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SNY Sanofi American Depositary Receipt
+0.92%
+$21,986.99 
DHR Danaher Corporation
+0.92%
+$21,907.16 
HON Honeywell International Inc.
+0.91%
+$30.37 
WFG West Fraser Timber Co. Ltd.
+0.9%
+$9,073.86 
XLE Energy Select Sector SPDR Fund
+0.9%
+$2,990.64 
XOM Exxon Mobil Corporation
+0.9%
+$10,126.88 
LLY Eli Lilly and Company
+0.9%
+$15,501.88 
ACGL Arch Capital Group Ltd
+0.89%
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WAB Wabtec Corporation
+0.89%
+$4.64 
AFG American Financial Group Inc.
+0.89%
+$9,808.8 
TRP TC Energy Corporation
+0.88%
+$182,026.44 
ICE Intercontinental Exchange, Inc.
+0.85%
+$52,834.81 
OXY-WT Occidental Petroleum Corporation
+0.85%
+$7.29 
COF Capital One Financial Corporation
+0.84%
+$4,042.5 
LSPD Lightspeed Commerce Inc.
+0.83%
+$11.9 
BIP Brookfield Infrastructure Partners L.P.
+0.81%
+$152,374.64 
WEC WEC Energy Group Inc.
+0.8%
+$13,252.5 
PH Parker-Hannifin Corporation
+0.77%
+$15,113.04 
HIG The Hartford Insurance Group, Inc.
+0.75%
+$25,994.37 
USMV iShares MSCI USA Min Vol Factor ETF
+0.75%
+$39.6 
FERG Ferguson Enterprises Inc
+0.72%
+$30.02 
CBRE CBRE Group Inc.
+0.7%
+$7,233.93 
MLM Martin Marietta Materials, Inc.
+0.69%
+$21,555.1 
WMB The Williams Companies, Inc.
+0.67%
+$59,144 
APD Air Products and Chemicals, Inc.
+0.65%
+$8,248.65 
TMO Thermo Fisher Scientific Inc.
+0.64%
+$513,611.19 
LIN Linde plc
+0.64%
+$410,161.5 
DE Deere & Company
+0.63%
+$9,783.65 
TW Tradeweb Markets Inc.
+0.63%
+$184.59 
NI NiSource Inc.
+0.56%
+$8,080.95 
BKNG Booking Holdings Inc.
+0.55%
+$4,525 
WFC Wells Fargo & Company
+0.53%
+$1,436.38 
AXP American Express Company
+0.53%
+$51.16 
CCEP Coca-Cola Europacific Partners PLC
+0.48%
+$1,426.12 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$371.14 
CAE CAE Inc.
+0.45%
+$2,923.69 
SHEL Shell plc
+0.44%
+$20,248.12 
BIPC Brookfield Infrastructure Partners L.P.
+0.41%
+$12.04 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$26,997.81 
IBN ICICI Bank Limited Sponsored ADR
+0.37%
+$7,187.84 
CLOU Global X Cloud Computing ETF
+0.35%
+$17 
AZN AstraZeneca PLC American Depositary Shares
+0.33%
+$13,201.23 
HDB HDFC Bank Limited ADR
+0.33%
+$430.78 
VTV Vanguard Value ETF
+0.32%
+$36.4 
SU Suncor Energy Inc.
+0.3%
+$31,395.24 
DVN Devon Energy Corporation
+0.3%
+$67.6 
SUNB Sunbelt Rentals Holdings, Inc.
+0.3%
+$1,463 
MFC Manulife Financial Corporation
+0.28%
+$20,183.88 
MILN Global X Millennial Consumer ETF
+0.21%
+$22.8 
MDY SPDR S&P MidCap 400 ETF Trust
+0.18%
+$63 
CCL Carnival Corporation Ltd.
+0.17%
+$22.5 
SOBO South Bow Corporation
+0.13%
+$312.4 
SLF Sun Life Financial Inc.
+0.12%
+$11,580.4 
IHG Intercontinental Hotels Group PLC ADR
+0.12%
+$447.33 
NFLX Netflix, Inc.
+0.07%
+$24.8 
NEE NextEra Energy, Inc.
+0.05%
+$3.83 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$5,555.73 
ATS
0%
$0 
BAM
0%
$0 
BNT
0%
$0 
BYDGF Boyd Group Services Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CGC
0%
$0 
CNQ Canadian Natural Resources Limited
0%
$0 
EMRAF Emera Incorporated
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LAC
0%
$0 
MDALF MDA Space Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BB BlackBerry Ltd.
-13.63%
-$1,449.9 
ABCL AbCellera Biologics Inc.
-9.72%
-$4,283.7 
MRVL Marvell Technology, Inc.
-8.81%
-$156,952.37 
CDE Coeur Mining, Inc.
-7.1%
-$55.37 
DJTWW Trump Media & Technology Group Corp.
-6.63%
-$48 
INTC Intel Corporation
-6.54%
-$842.5 
ORCL Oracle Corporation
-6.17%
-$168,196 
RIVN Rivian Automotive, Inc.
-5.96%
-$349.8 
HBM Hudbay Minerals Inc.
-5.94%
-$234.9 
VST Vistra Corp
-5.87%
-$42,401.46 
IBKR Interactive Brokers Group Inc.
-5.65%
-$105,222.57 
NAK Northern Dynasty Minerals Ltd.
-5.36%
-$17.1 
LRCX Lam Research Corporation
-5.1%
-$66,797.4 
MS Morgan Stanley
-5%
-$5,710 
ALB Albemarle Corporation
-4.95%
-$29,762.88 
GE General Electric Company
-4.76%
-$514.8 
NXE NexGen Energy Ltd.
-4.65%
-$1,064.68 
AVGO Broadcom Inc.
-4.59%
-$5.16M 
CI The Cigna Group
-4.52%
-$3,833.25 
GOOG Alphabet Inc
-4.45%
-$6.42M 
NEM Newmont Corporation
-4.44%
-$35,861.94 
GOOGL Alphabet Inc
-4.43%
-$1.36M 
SA Seabridge Gold Inc.
-4.38%
-$56 
WPM Wheaton Precious Metals Corp.
-4.37%
-$1.31M 
QCOM QUALCOMM Incorporated
-4.1%
-$8,558.46 
P Everpure Inc.
-4.07%
-$374.4 
ELV Elevance Health, Inc.
-3.99%
-$64,729.6 
ZTEK Zentek Ltd.
-3.94%
-$58.5 
PAAS Pan American Silver Corp.
-3.63%
-$34,760 
TXN Texas Instruments Inc
-3.54%
-$175,090.5 
AEM Agnico Eagle Mines Limited
-3.47%
-$228,104.5 
ASTL Algoma Steel Group Inc.
-3.42%
-$784.29 
TAC TransAlta Corporation
-3.34%
-$567.38 
MOH Molina Healthcare Inc.
-3.32%
-$9,171.9 
MTUM iShares MSCI USA Momentum Factor ETF
-3.29%
-$1,634.52 
KEYS Keysight Technologies, Inc.
-3.15%
-$701.38 
B BARRICK MINING CORP Common Stock (ABR0)
-3.08%
-$96,115.11 
RIO Rio Tinto Plc Sponsored ADR
-3.03%
-$68,074.8 
AIA iShares Asia 50 ETF
-3.01%
-$5,692.35 
MFG Mizuho Financial Group Inc. ADR
-3%
-$11,798.4 
ONCY Oncolytics Biotech Inc.
-2.96%
-$34.95 
AMAT Applied Materials, Inc.
-2.96%
-$58,738.69 
ANET Arista Networks, Inc.
-2.92%
-$341.36 
ADI Analog Devices, Inc.
-2.91%
-$113.9 
TECK Teck Resources Ltd.
-2.89%
-$28,019.4 
AGI Alamos Gold Inc.
-2.86%
-$1,305.59 
SOFI SoFi Technologies, Inc.
-2.84%
-$406.16 
NVDA NVIDIA Corporation
-2.84%
-$175,316.22 
ACB Aurora Cannabis Inc.
-2.82%
-$1.43 
OR OR ROYALTIES INC COMMON STOCK
-2.74%
-$1,300.34 
META Meta Platforms Inc Class A
-2.72%
-$248,244.58 
ITA iShares U.S. Aerospace & Defense ETF
-2.6%
-$4,276.92 
KLAC KLA Corporation
-2.58%
-$20,648 
CRWD CrowdStrike Holdings, Inc.
-2.44%
-$404.4 
MEOH Methanex Corporation
-2.41%
-$90,092.87 
APH Amphenol Corporation
-2.39%
-$45,033.52 
HEI Heico Corporation
-2.31%
-$71,293.6 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-2.28%
-$1.79M 
BEP Brookfield Renewable Partners L.P.
-2.28%
-$7,670.1 
TCHI iShares MSCI China Tech ETF
-2.2%
-$51.69 
CSCO Cisco Systems, Inc.
-2.19%
-$857.5 
ZYME Zymeworks Inc.
-2.18%
-$615.06 
HTZWW Hertz Global Holdings, Inc. Warrant
-2.17%
-$0.97 
IEMG iShares Core MSCI Emerging Markets ETF
-2.17%
-$9,901.5 
FNV Franco-Nevada Corporation
-2.16%
-$2.18M 
CDNS Cadence Design Systems, Inc.
-2.11%
-$47,871.04 
C Citigroup Inc.
-2.11%
-$1,029.89 
GLD SPDR Gold Shares
-1.97%
-$6,114.23 
QQQ Invesco QQQ Trust, Series 1
-1.87%
-$914.6 
PHYS Sprott Physical Gold Trust
-1.85%
-$36.73 
SNPS Synopsys, Inc.
-1.76%
-$770.95 
BNGO Bionano Genomics Inc.
-1.71%
-$0.02 
TTE TotalEnergies SE
-1.68%
-$101,083.95 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-1.66%
-$3,111.92 
SAN Banco Santander S.A. Sponsored ADR
-1.59%
-$11,293.92 
SPOT Spotify Technology S.A.
-1.57%
-$81,289.29 
HLT Hilton Worldwide Holdings Inc.
-1.53%
-$1,229.76 
DBA Invesco DB Agriculture Fund
-1.34%
-$15,943.12 
AMZN Amazon.com Inc
-1.32%
-$1.17M 
IXUS iShares Core International Stock ETF
-1.3%
-$838,989.15 
ASML ASML Holding N.V. New York Registry Shares
-1.28%
-$140,902.56 
EQIX Equinix, Inc.
-1.23%
-$56,760.9 
BLK BlackRock, Inc.
-1.16%
-$12,586.75 
TD The Toronto-Dominion Bank
-1.14%
-$2.4M 
BNS Bank of Nova Scotia
-1.1%
-$305,257.59 
ARGX argenx SE American Depositary Receipt
-1.08%
-$2,205.42 
TSLA Tesla, Inc.
-1.05%
-$12.39 
JPM JPMorgan Chase & Co.
-1.03%
-$833,398.94 
PEG Public Service Enterprise Group Incorporated
-0.94%
-$6,738 
BP BP p.l.c. Sponsored ADR
-0.92%
-$17,525.6 
VT Vanguard Total World Stock ETF
-0.9%
-$213 
ESGV Vanguard ESG U.S. Stock ETF
-0.83%
-$228.57 
CCI Crown Castle Inc.
-0.83%
-$42.9 
RY Royal Bank of Canada
-0.83%
-$499,356.86 
BMO Bank of Montreal
-0.8%
-$1.46M 
BN Brookfield Corporation
-0.77%
-$734,973.92 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$348,442.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.75%
-$577,325.4 
IVV iShares Core S&P 500 ETF
-0.75%
-$795.2 
PGR Progressive Corporation
-0.73%
-$3,175.19 
ABNB Airbnb, Inc.
-0.71%
-$48.76 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.68%
-$27 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.66%
-$120 
KMX CarMax Inc.
-0.56%
-$3,335.64 
NOW ServiceNow, Inc.
-0.48%
-$3,364.82 
CVE Cenovus Energy Inc.
-0.47%
-$10,329.67 
CM Canadian Imperial Bank of Commerce
-0.29%
-$256,953.97 
SCHW Charles Schwab Corporation
-0.16%
-$770.88 
RCL Royal Caribbean Group
-0.14%
-$120 
IMO Imperial Oil Limited
-0.12%
-$1,875.3 
CME CME Group Inc.
-0.11%
-$6,979.84 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
-0.05%
-$156.01 
BAC Bank of America Corporation
-0.02%
-$380.9 
WAT Waters Corporation
-0.01%
-$648.54 Events
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Dividends
Dividend Analysis
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| Trades 2361 | Longs Won 1437/2361 60% | Profit Factor 5.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.46M |
| Average Win $565,852.88 | Best Trade (Jul 17) $110.33M | Sharpe Ratio -10.72 |
| Average Loss -$169,761.81 | Worst Trade (Jun 30) -$21.64M | Z-Score 2.45 (98.58%) |
| Commissions $0 | Avg. Trade Length 12m 2d | Expectancy $279,617.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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