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:
43.75%
Gain -0.66%
Monthly
1.4%
Yearly
18.18%
Drawdown
15.45%
$2.99B
Equity
Holdings
$2.99B
Investment
$2.25B
$741.46M
Profit -$16.29M
Realized
$8.32M
Unrealized
$733.14M
Dividends
$89.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$16.29M
Win %
68%
This Week
Compared To Last Week
Gain
-0.69%
Profit
-$20.74M
Win %
68%
This Month
Compared to last month
Gain
-0.54%
Profit
-$16.29M
Win %
68%
This Year
Compared to last year
Gain
6.69%
Profit
$187.17M
Win %
66%
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CM Canadian Imperial Bank of Commerce
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+$1.01M 
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+$1,749.23 
LOW Lowe's Companies Inc.
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+$20.25 
AAPL Apple Inc.
+1%
+$215,064.5 
TFII TFI International Inc.
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BCE BCE Inc.
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GOOGL Alphabet Inc
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TJX The TJX Companies, Inc.
+0.79%
+$75,786 
ACGL Arch Capital Group Ltd
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+$39.22 
PGR Progressive Corporation
+0.72%
+$3,042 
NVO Novo Nordisk A/S Sponsored ADR
+0.71%
+$10.56 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$311,203.01 
SCHW Charles Schwab Corporation
+0.66%
+$3,369.6 
HDV iShares Core High Dividend ETF
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+$49.4 
BSX Boston Scientific Corporation
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+$5,461.29 
EQIX Equinix, Inc.
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+$21,454.75 
SHW The Sherwin-Williams Company
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+$217,066.24 
OXY-WT Occidental Petroleum Corporation
+0.19%
+$1.89 
SNY Sanofi American Depositary Receipt
+0.16%
+$1,359.12 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ACB Aurora Cannabis Inc.
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADSK Autodesk, Inc.
0%
+$0.01 
AEM Agnico Eagle Mines Limited
0%
+$0.4 
AFG American Financial Group Inc.
0%
$0 
AME Ametek Inc.
0%
+$0.3 
AMGN Amgen Inc.
0%
+$0.04 
AMZN Amazon.com Inc
0%
$0 
AON Aon plc
0%
$0 
APH Amphenol Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
ARGX argenx SE American Depositary Receipt
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
-$0.28 
ASTL Algoma Steel Group Inc.
0%
$0 
ATR AptarGroup, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$3.43 
AXP American Express Company
0%
$0 
AX Axos Financial Inc.
0%
$0 
AZO AutoZone Inc.
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
B BARRICK MINING CORP Common Stock (ABR0)
0%
$0 
BAC Bank of America Corporation
0%
$0 
BAH Booz Allen Hamilton Holding Corporation
0%
$0 
BALL Ball Corp.
0%
$0 
BIP Brookfield Infrastructure Partners L.P.
0%
$0 
BKNG Booking Holdings Inc.
0%
+$0.02 
BLDP BALLARD POWER SYSTEMS INC Common Stock
0%
$0 
BMO Bank of Montreal
0%
-$9.74 
BN Brookfield Corporation
0%
$0 
BNS Bank of Nova Scotia
0%
$0 
BSY Bentley Systems, Incorporated Class B
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAE CAE Inc.
0%
$0 
CB Chubb Limited
0%
+$0.01 
CBRE CBRE Group Inc.
0%
+$0.07 
CCEP Coca-Cola Europacific Partners PLC
0%
-$0.01 
CDNS Cadence Design Systems, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CDE Coeur Mining, Inc.
0%
$0 
CHRD Chord Energy Corp
0%
$0 
CI The Cigna Group
0%
$0 
CME CME Group Inc.
0%
-$0.23 
CNQ Canadian Natural Resources Limited
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COR Cencora, Inc.
0%
-$0.19 
COO The Cooper Companies, Inc.
0%
$0 
CP Canadian Pacific Kansas City Limited
0%
$0 
CPRT Copart Inc.
0%
$0 
CRM Salesforce Inc
0%
-$0.01 
CRH CRH plc
0%
$0 
CVE Cenovus Energy Inc.
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DGX Quest Diagnostics Inc.
0%
$0 
DHR Danaher Corporation
0%
+$0.12 
DOX Amdocs Limited
0%
$0 
DPZ Domino's Pizza Inc.
0%
$0 
DRI Darden Restaurants, Inc.
0%
$0 
DSGX The Descartes Systems Group Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
-$0.03 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
FAF First American Financial Corporation
0%
$0 
FCN Fti Consulting Inc.
0%
+$0.15 
FERG Ferguson Enterprises Inc
0%
$0 
FNV Franco-Nevada Corporation
0%
$0 
FSV FirstService Corporation
0%
$0 
FTS Fortis Inc.
0%
$0 
GIB CGI Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPN Global Payments Inc.
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
GWRE GUIDEWIRE SOFTWARE INC
0%
-$0.01 
HD The Home Depot, Inc.
0%
$0 
HDB HDFC Bank Limited ADR
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HLN Haleon Plc - ADR
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HQY HealthEquity Inc.
0%
$0 
HTZWW Hertz Global Holdings, Inc. Warrant
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IHG Intercontinental Hotels Group PLC ADR
0%
-$0.03 
IMO Imperial Oil Limited
0%
-$0.12 
INTU Intuit Inc.
0%
+$0.02 
IQV IQVIA Holdings Inc.
0%
-$0.06 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
-$0.04 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
0%
$0 
JNJ Johnson & Johnson
0%
+$0.37 
JPM JPMorgan Chase & Co.
0%
+$2.29 
KEYS Keysight Technologies, Inc.
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LIN Linde plc
0%
+$1.24 
LLY Eli Lilly and Company
0%
-$0.05 
LNG Cheniere Energy Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.26 
MCD McDonald's Corporation
0%
-$0.19 
MDLZ Mondelez International, Inc.
0%
$0 
MCO Moody's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MEOH Methanex Corporation
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MFG Mizuho Financial Group Inc. ADR
0%
$0 
MGA Magna International Inc.
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
-$0.11 
MMM 3M Company
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MOH Molina Healthcare Inc.
0%
+$0.01 
MRK Merck & Co., Inc.
0%
$0 
MSCI MSCI Inc.
0%
-$0.01 
MSFT Microsoft Corp.
0%
+$2.15 
MSI Motorola Solutions, Inc.
0%
+$0.01 
NDAQ Nasdaq, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NRC National Research Corporation
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
OR OR ROYALTIES INC COMMON STOCK
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
OTEX Open Text Corporation
0%
$0 
OVV Ovintiv Inc.
0%
$0 
OZK Bank OZK
0%
$0 
PBA Pembina Pipeline Corporation
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFGC Performance Food Group Co.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.07 
PH Parker-Hannifin Corporation
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PTC PTC Inc.
0%
-$0.01 
QSR Restaurant Brands International Inc.
0%
$0 
RACE Ferrari N.V.
0%
$0 
RBA Rb Global Inc.
0%
$0 
RCI Rogers Communications Inc.
0%
$0 
RELX Relx PLC Sponsored ADR
0%
$0 
RMD ResMed Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
-$0.04 
ROL Rollins, Inc.
0%
$0 
RSG Republic Services, Inc.
0%
+$0.2 
RY Royal Bank of Canada
0%
$0 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SAP SAP SE Sponsored ADR
0%
+$2.89 
SBUX Starbucks Corporation
0%
$0 
SFBS ServisFirst Bancshares Inc.
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHEL Shell plc
0%
$0 
SLF Sun Life Financial Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SPGI S&P Global Inc.
0%
-$1.26 
STN Stantec Inc.
0%
$0 
SU Suncor Energy Inc.
0%
$0 
STZ Constellation Brands, Inc.
0%
-$0.01 
SUNC Suncast Solar Energy Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TAC TransAlta Corporation
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TECK Teck Resources Ltd.
0%
$0 
THC Tenet Healthcare Corporation
0%
-$0.06 
TMO Thermo Fisher Scientific Inc.
0%
-$1.47 
TRP TC Energy Corporation
0%
$0 
TRI Thomson Reuters Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TU TELUS Corporation
0%
$0 
TW Tradeweb Markets Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
-$0.01 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$2.89 
VST Vistra Corp
0%
+$0.05 
VRSK Verisk Analytics Inc.
0%
$0 
VTRS Viatris Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WCN Waste Connections Inc.
0%
$0 
WAT Waters Corporation
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WFG West Fraser Timber Co. Ltd.
0%
$0 
WM Waste Management, Inc.
0%
-$0.16 
WMB The Williams Companies, Inc.
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
WY Weyerhaeuser Company
0%
$0 
ZTS Zoetis Inc.
0%
$0 
DOO BRP Inc. Subordinate Voting Shares
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
+$0.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
-$5.12 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
REET iShares Global REIT ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
CPAY Corpay, Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 CGC
CGC
0%
$0 
SUNB Sunbelt Rentals Holdings, Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
+$0.02 G200
G2004J103
0%
$0 
BYDGF Boyd Group Services Inc.
-40.59%
-$3.53M ATS
ATS
-9.39%
-$119,833.15 
ANET Arista Networks, Inc.
-3.27%
-$6,157.6 
NEM Newmont Corporation
-3.1%
-$1,244.65 
MCK McKesson Corporation
-2.51%
-$9,565.35 
AMAT Applied Materials, Inc.
-2.48%
-$45,471.08 
AGI Alamos Gold Inc.
-2.03%
-$213.52 
MIDD The Middleby Corporation
-1.62%
-$92.64 
UNH UnitedHealth Group Incorporated
-1.61%
-$58,397.79 
ACN Accenture plc Class A
-0.92%
-$9,753.15 
BDX Becton, Dickinson and Company
-0.88%
-$138.46 
TTE TotalEnergies SE
-0.74%
-$49,495.55 
HEI Heico Corporation
-0.41%
-$21,678.72 
GIL Gildan Activewear Inc.
-0.4%
-$14,991.17 
BA Boeing Company
-0.38%
-$562.89 
WMT Walmart Inc.
-0.25%
-$799.25 
SOBO South Bow Corporation
-0.06%
-$1.18 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$6,086.08 
COST Costco Wholesale Corporation
0%
-$50.76 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2617 | Longs Won 1644/2617 62% | Profit Factor 6.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.03M |
| Average Win $527,224.09 | Best Trade (Aug 17) $105.14M | Sharpe Ratio -91.42 |
| Average Loss -$128,776.83 | Worst Trade (Jun 30) -$21.64M | Z-Score 9.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy $283,323.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 71,450 | $16.06M | $21.81M | - | $5.75M | 35.84% | +0.996% |
| ABBV AbbVie Inc. | 13,386 | $2.51M | $3.33M | - | $820,686.3 | 32.71% | 0.0 |
| ABT Abbott Laboratories | 48,206 | $5.28M | $5.35M | - | $68,199.2 | 1.29% | 0.0 |
| ACB Aurora Cannabis Inc. | 14 | $64.84 | $53.48 | - | -$11.36 | -17.52% | 0.0 |
| ACGL Arch Capital Group Ltd | 53 | $5,087 | $5,195.59 | - | $108.59 | 2.13% | +0.761% |
| ACN Accenture plc Class A | 5,911 | $1.68M | $1.06M | - | -$627,926.03 | -37.31% | -0.916% |
| ADI Analog Devices, Inc. | 10 | $3,181 | $3,844.3 | - | $663.3 | 20.85% | 0.0 |
| ADSK Autodesk, Inc. | 621 | $120,734 | $154,945.71 | - | $34,211.71 | 28.34% | 0.0 |
| AEM Agnico Eagle Mines Limited | 40,021 | $6.27M | $7.41M | - | $1.14M | 18.13% | 0.0 |
| AFG American Financial Group Inc. | 7,641 | $939,766.48 | $1.11M | - | $166,421.09 | 17.71% | 0.0 |
| AGI Alamos Gold Inc. | 314 | $13,955.73 | $10,314.9 | - | -$3,640.83 | -26.09% | -2.028% |
| AMAT Applied Materials, Inc. | 3,341 | $957,310.31 | $1.79M | - | $828,587.83 | 86.55% | -2.483% |
| AME Ametek Inc. | 29,594 | $5.05M | $7.65M | - | $2.6M | 51.44% | 0.0 |
| AMGN Amgen Inc. | 4,248 | $1.33M | $1.77M | - | $437,164.71 | 32.85% | 0.0 |
| AMZN Amazon.com Inc | 349,613 | $76.26M | $93.44M | - | $17.19M | 22.54% | 0.0 |
| ANET Arista Networks, Inc. | 895 | $148,006.21 | $182,239.9 | - | $34,233.69 | 23.13% | -3.268% |
| AON Aon plc | 2,316 | $689,392.43 | $816,065.74 | - | $126,673.31 | 18.37% | 0.0 |
| APD Air Products and Chemicals, Inc. | 4,440 | $1.25M | $1.35M | - | $101,757.69 | 8.15% | 0.0 |
| APH Amphenol Corporation | 24,450 | $1.34M | $2.08M | - | $733,781.33 | 54.6% | 0.0 |
| ARGX argenx SE American Depositary Receipt | 230 | $140,812.18 | $201,480 | - | $60,667.82 | 43.08% | 0.0 |
No 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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FAQ
Which stocks have generated the highest profits for Aviso Financial Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Bank of Montreal - $19.14M, The Toronto-Dominion Bank - $17.3M, Franco-Nevada Corporation - $10.73M, Canadian Natural Resources Limited - $8.19M, and The Middleby Corporation - $8.14M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $21.23M, CGI Inc - $9.29M, Rogers Communications Inc - $6.47M, TRI - $4.98M, and Diageo plc Sponsored ADR - $4.65M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Aviso Financial Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $89.87M earned over time. The largest contributors to dividend income include The Toronto-Dominion Bank - $12.22M, Bank of Montreal - $9.18M, Canadian Natural Resources Limited - $9.17M, Restaurant Brands International Inc - $4.71M, and Canadian Imperial Bank of Commerce - $3.14M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Aviso Financial Inc.'s monthly returns?
Aviso Financial Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Aviso Financial Inc.'s strategy be considered aggressive or moderate?
Aviso Financial Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Aviso Financial Inc.'s strategy?
Aviso Financial Inc.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
