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:
43.27%
Gain +0.01%
Monthly
1.31%
Yearly
16.95%
Drawdown
15.45%
$2.98B
Equity
Holdings
$2.98B
Investment
$2.25B
$733.04M
Profit +$497,673.89
Realized
$8.32M
Unrealized
$724.72M
Dividends
$97.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$497,673.89
Win %
66%
This Week
Compared To Last Week
Gain
1.59%
Profit
$46.71M
Win %
66%
This Month
Compared to last month
Gain
3.21%
Profit
$92.56M
Win %
66%
This Year
Compared to last year
Gain
6.39%
Profit
$178.75M
Win %
64%
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+$136.94 
HDB HDFC Bank Limited ADR
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+$1,872.64 
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+1.61%
+$26,044.99 
MGA Magna International Inc.
+1.57%
+$37,717.68 
JPM JPMorgan Chase & Co.
+1.53%
+$1.17M 
FTS Fortis Inc.
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+$67,571.13 
SOBO South Bow Corporation
+1.51%
+$30.09 
CVE Cenovus Energy Inc.
+1.47%
+$3,842.25 
COF Capital One Financial Corporation
+1.44%
+$6,512.15 
SU Suncor Energy Inc.
+1.43%
+$151,930.08 
LAMR Lamar Advertising Company
+1.4%
+$3,118.14 
HLT Hilton Worldwide Holdings Inc.
+1.38%
+$1,535.76 
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+1.37%
+$15,243.8 
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+1.36%
+$7,907.76 
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+1.31%
+$31,708.83 
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+$4,643.8 
BLK BlackRock, Inc.
+1.28%
+$13,012.96 
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+1.22%
+$5,272.8 
RELX Relx PLC Sponsored ADR
+1.21%
+$832,918.69 
PG Procter & Gamble Co
+1.19%
+$66,599.98 
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+1.18%
+$116,619.22 
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+$61.48 
HLN Haleon Plc - ADR
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+$2,183.28 
MNST Monster Beverage Corporation
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+$12,624.71 
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+1.13%
+$693,791.67 
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+1.13%
+$49,939.92 
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+1.12%
+$19.8 
ADI Analog Devices, Inc.
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+$44.8 
HDV iShares Core High Dividend ETF
+1.1%
+$84.5 
GSK GSK plc Sponsored ADR
+1.07%
+$2,417.1 
ITA iShares U.S. Aerospace & Defense ETF
+1.07%
+$1,538.16 
ACN Accenture plc Class A
+1.06%
+$14,156.84 
OTIS Otis Worldwide Corporation
+1.06%
+$20,968.5 
MRK Merck & Co., Inc.
+1.05%
+$2,547.45 
TXN Texas Instruments Inc
+1.03%
+$52,028.67 
DPZ Domino's Pizza Inc.
+1.03%
+$39,818.8 
VTRS Viatris Inc.
+1.01%
+$1.48 
ASTL Algoma Steel Group Inc.
+0.98%
+$246.56 
FERG Ferguson Enterprises Inc
+0.97%
+$40.05 
STZ Constellation Brands, Inc.
+0.93%
+$1,250.4 
SLF Sun Life Financial Inc.
+0.92%
+$53,727.57 
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+0.91%
+$6.86 
QSR Restaurant Brands International Inc.
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+$657,158.11 
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+$811.04 
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+0.87%
+$1,664.6 
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+$37,726.22 
AAPL Apple Inc.
+0.85%
+$208,991.25 
AON Aon plc
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+$5,674.2 
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+$71,454.9 
HIG The Hartford Insurance Group, Inc.
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FSV FirstService Corporation
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VZ Verizon Communications Inc.
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BNY BlackRock New York Municipal Income Trust
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AXP American Express Company
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BRK-B Berkshire Hathaway Inc.
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BCE BCE Inc.
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NKE Nike, Inc. - Class B
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+$48.06 
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+0.66%
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+$7,024.08 
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+$291,923.39 
BAC Bank of America Corporation
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+$1.03M 
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+$8,894.01 
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WMT Walmart Inc.
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BMO Bank of Montreal
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PPG PPG Industries Inc.
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BNS Bank of Nova Scotia
+0.3%
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AMGN Amgen Inc.
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MRSH Marsh & McLennan Companies, Inc.
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URI United Rentals, Inc.
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ATR AptarGroup, Inc.
+0.25%
+$41.23 
MCD McDonald's Corporation
+0.22%
+$10,220.52 
BA Boeing Company
+0.2%
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AME Ametek Inc.
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STN Stantec Inc.
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+$7,388.68 
SNY Sanofi American Depositary Receipt
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TW Tradeweb Markets Inc.
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+$9,520 
NVDA NVIDIA Corporation
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VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.16%
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SBUX Starbucks Corporation
+0.14%
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KNX Knight-Swift Transportation Holdings Inc.
+0.14%
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CME CME Group Inc.
+0.13%
+$8,594.96 
CPRT Copart Inc.
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ELV Elevance Health, Inc.
+0.13%
+$1,488.81 
CAE CAE Inc.
+0.12%
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TU TELUS Corporation
+0.12%
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MA Mastercard Incorporated
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ICE Intercontinental Exchange, Inc.
+0.09%
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RCI Rogers Communications Inc.
+0.08%
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VIG Vanguard Dividend Appreciation ETF
+0.08%
+$19 
REET iShares Global REIT ETF
+0.08%
+$254.68 
WPM Wheaton Precious Metals Corp.
+0.07%
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WM Waste Management, Inc.
+0.06%
+$2,303.14 
MFG Mizuho Financial Group Inc. ADR
+0.05%
+$177.9 
MIDD The Middleby Corporation
+0.04%
+$1.92 
BN Brookfield Corporation
+0.01%
+$10,726.75 
BIP Brookfield Infrastructure Partners L.P.
0%
$0 
BYDGF Boyd Group Services Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CP Canadian Pacific Kansas City Limited
0%
$0 
EMRAF Emera Incorporated
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MDALF MDA Space Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 BAM
BAM
0%
$0 ATS
ATS
0%
$0 CGC
CGC
0%
$0 BNT
BNT
0%
$0 G200
G2004J103
0%
$0 
DJTWW Trump Media & Technology Group Corp.
-8.09%
-$66 
NOW ServiceNow, Inc.
-5.09%
-$41,165.71 
BLDP BALLARD POWER SYSTEMS INC Common Stock
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-$29.25 
HTZWW Hertz Global Holdings, Inc. Warrant
-3.83%
-$1.73 
GWRE GUIDEWIRE SOFTWARE INC
-3.74%
-$42,021.72 
ARGX argenx SE American Depositary Receipt
-3.67%
-$7,148.4 
SNPS Synopsys, Inc.
-3.48%
-$3,888.53 
ORCL Oracle Corporation
-3.46%
-$96,769.56 
NRC National Research Corporation
-3.22%
-$2,437.8 
LRCX Lam Research Corporation
-3.07%
-$39,570.62 
AMAT Applied Materials, Inc.
-3.01%
-$43,249.28 
ANET Arista Networks, Inc.
-2.96%
-$4,922.5 
AVGO Broadcom Inc.
-2.89%
-$2.84M 
CRM Salesforce Inc
-2.72%
-$7,568.89 
IBKR Interactive Brokers Group Inc.
-2.66%
-$41,799.49 
KLAC KLA Corporation
-2.62%
-$16,094.16 
THC Tenet Healthcare Corporation
-2.55%
-$44,920.98 
NFLX Netflix, Inc.
-2.53%
-$4,934.88 
SUNC Suncast Solar Energy Inc.
-2.47%
-$20,636.91 
DSGX The Descartes Systems Group Inc.
-2.4%
-$60,014.25 
META Meta Platforms Inc Class A
-2.2%
-$216,459.9 
BSY Bentley Systems, Incorporated Class B
-2.14%
-$151.9 
RBA Rb Global Inc.
-2.07%
-$146,677.91 
INTU Intuit Inc.
-2.06%
-$13,328.79 
MOH Molina Healthcare Inc.
-2.05%
-$18,621.56 
DGX Quest Diagnostics Inc.
-2.04%
-$2,391.21 
OTEX Open Text Corporation
-2.01%
-$53,905.8 
ADSK Autodesk, Inc.
-2.01%
-$3,055.32 
WAT Waters Corporation
-1.94%
-$140,997.2 
SCHW Charles Schwab Corporation
-1.91%
-$8,424 
MSFT Microsoft Corp.
-1.9%
-$2.2M 
KEYS Keysight Technologies, Inc.
-1.88%
-$443.67 
CPAY Corpay, Inc.
-1.81%
-$2,647.8 
TMO Thermo Fisher Scientific Inc.
-1.64%
-$1.68M 
GOOGL Alphabet Inc
-1.5%
-$370,099.14 
SHOP Shopify Inc.
-1.49%
-$179,978.26 
QQQ Invesco QQQ Trust, Series 1
-1.44%
-$125.88 
UNH UnitedHealth Group Incorporated
-1.39%
-$50,617.47 
GOOG Alphabet Inc
-1.39%
-$1.82M 
CDNS Cadence Design Systems, Inc.
-1.36%
-$20,469.02 
IQV IQVIA Holdings Inc.
-1.36%
-$20,619.72 
BDX Becton, Dickinson and Company
-1.32%
-$220.16 
SPOT Spotify Technology S.A.
-1.31%
-$76,594 
ROL Rollins, Inc.
-1.3%
-$10,973.6 
APH Amphenol Corporation
-1.24%
-$49,389 
ACB Aurora Cannabis Inc.
-1.16%
-$0.67 
MSCI MSCI Inc.
-1.16%
-$8,193.76 
DOX Amdocs Limited
-1.14%
-$3,214.71 
RMD ResMed Inc.
-1.13%
-$572,601.12 
TSLA Tesla, Inc.
-1.11%
-$12.03 
IEMG iShares Core MSCI Emerging Markets ETF
-1.08%
-$4,660.3 
CBRE CBRE Group Inc.
-1.07%
-$9,638.22 
QCOM QUALCOMM Incorporated
-1%
-$1,820.42 
TFII TFI International Inc.
-0.93%
-$81,430.96 
UBER Uber Technologies, Inc.
-0.8%
-$1,124.61 
AZN AstraZeneca PLC American Depositary Shares
-0.79%
-$32,709.39 
BAH Booz Allen Hamilton Holding Corporation
-0.72%
-$1,163.7 
SAP SAP SE Sponsored ADR
-0.72%
-$471,723.63 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-0.68%
-$1,568.97 
MDT Medtronic plc
-0.66%
-$2,175.39 
WFG West Fraser Timber Co. Ltd.
-0.66%
-$9,045.48 
DHR Danaher Corporation
-0.65%
-$18,104.45 
EQIX Equinix, Inc.
-0.63%
-$29,320.25 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.59%
-$511,814.19 
AMZN Amazon.com Inc
-0.59%
-$522,667.94 
UPS United Parcel Service, Inc.
-0.56%
-$6,959.15 
SAN Banco Santander S.A. Sponsored ADR
-0.52%
-$3,809.61 
SPY SPDR S&P 500 ETF Trust
-0.5%
-$224,018.41 
MCO Moody's Corporation
-0.46%
-$2,328.78 
MMM 3M Company
-0.45%
-$647.5 
PFGC Performance Food Group Co.
-0.43%
-$756.42 
TRI Thomson Reuters Corp.
-0.43%
-$19,580.36 
TECK Teck Resources Ltd.
-0.36%
-$4,097.28 
GIL Gildan Activewear Inc.
-0.36%
-$9,776.85 
ROP Roper Technologies Inc.
-0.34%
-$5,605.12 
SUNB Sunbelt Rentals Holdings, Inc.
-0.33%
-$1,624.35 
GPK Graphic Packaging Holding Company
-0.29%
-$1,246.92 
NVO Novo Nordisk A/S Sponsored ADR
-0.27%
-$3.36 
GIB CGI Inc.
-0.25%
-$26,655.72 
WCN Waste Connections Inc.
-0.24%
-$15,236.94 
SHW The Sherwin-Williams Company
-0.23%
-$123,810.68 
GWW W.W. Grainger, Inc.
-0.22%
-$4,461.74 
GPN Global Payments Inc.
-0.21%
-$2.7 
ABT Abbott Laboratories
-0.21%
-$10,605.32 
GLD SPDR Gold Shares
-0.2%
-$641.4 
NDAQ Nasdaq, Inc.
-0.18%
-$1,195.95 
BSX Boston Scientific Corporation
-0.18%
-$1,618.16 
VST Vistra Corp
-0.16%
-$1,182.5 
RSG Republic Services, Inc.
-0.15%
-$6,823.08 
IXUS iShares Core International Stock ETF
-0.14%
-$96,873.01 
FCN Fti Consulting Inc.
-0.12%
-$2,642.4 
BKNG Booking Holdings Inc.
-0.1%
-$375.04 
HQY HealthEquity Inc.
-0.08%
-$111.16 
COR Cencora, Inc.
-0.07%
-$4,620.45 
RACE Ferrari N.V.
-0.07%
-$2.86 
AGI Alamos Gold Inc.
-0.06%
-$6.28 
SFBS ServisFirst Bancshares Inc.
-0.06%
-$851.4 
PTC PTC Inc.
-0.03%
-$68.59 
B BARRICK MINING CORP Common Stock (ABR0)
-0.03%
-$241.02 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2617 | Longs Won 1619/2617 61% | Profit Factor 6.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.02M |
| Average Win $533,554.19 | Best Trade (Oct 16) $99.17M | Sharpe Ratio -91.44 |
| Average Loss -$131,046.72 | Worst Trade (Jun 30) -$21.64M | Z-Score 3.01 (99.74%) |
| Commissions $0 | Avg. Trade Length 1y 3w 6d | Expectancy $280,106.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 71,450 | $16.06M | $24.64M | - | $8.59M | 53.49% | +0.855% |
| ABBV AbbVie Inc. | 13,386 | $2.51M | $3.81M | - | $1.3M | 51.93% | +0.489% |
| ABT Abbott Laboratories | 48,206 | $5.28M | $5.04M | - | -$242,729.5 | -4.6% | -0.21% |
| ACB Aurora Cannabis Inc. | 14 | $64.84 | $56.73 | - | -$8.11 | -12.51% | -1.161% |
| ACGL Arch Capital Group Ltd | 53 | $5,087 | $5,324.91 | - | $237.91 | 4.68% | +1.168% |
| ACN Accenture plc Class A | 5,911 | $1.68M | $1.34M | - | -$339,321.46 | -20.16% | +1.065% |
| ADI Analog Devices, Inc. | 10 | $3,181 | $4,084.3 | - | $903.3 | 28.4% | +1.109% |
| ADSK Autodesk, Inc. | 621 | $120,734 | $149,189.04 | - | $28,455.04 | 23.57% | -2.007% |
| AEM Agnico Eagle Mines Limited | 40,021 | $6.27M | $7.51M | - | $1.24M | 19.75% | +0.08% |
| AFG American Financial Group Inc. | 7,641 | $939,766.48 | $1.13M | - | $189,000.24 | 20.11% | +1.369% |
| AGI Alamos Gold Inc. | 314 | $13,955.73 | $10,035.44 | - | -$3,920.29 | -28.09% | -0.063% |
| AMAT Applied Materials, Inc. | 3,341 | $957,310.31 | $1.39M | - | $436,103.85 | 45.56% | -3.01% |
| AME Ametek Inc. | 29,594 | $5.05M | $7.37M | - | $2.32M | 45.86% | +0.193% |
| AMGN Amgen Inc. | 4,248 | $1.33M | $1.85M | - | $518,301.51 | 38.95% | +0.288% |
| AMZN Amazon.com Inc | 349,613 | $76.26M | $88.54M | - | $12.29M | 16.12% | -0.587% |
| ANET Arista Networks, Inc. | 895 | $148,006.21 | $161,171.6 | - | $13,165.39 | 8.9% | -2.964% |
| AON Aon plc | 2,316 | $689,392.43 | $669,903 | - | -$19,489.43 | -2.83% | +0.854% |
| APD Air Products and Chemicals, Inc. | 4,440 | $1.25M | $1.32M | - | $73,785.62 | 5.91% | +0.394% |
| APH Amphenol Corporation | 48,900 | $1.34M | $3.94M | - | $2.59M | 192.82% | -1.239% |
| ARGX argenx SE American Depositary Receipt | 230 | $140,812.18 | $187,493.7 | - | $46,681.52 | 33.15% | -3.673% |
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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 - $18.56M, Franco-Nevada Corporation - $10.9M, Canadian Natural Resources Limited - $9.35M, 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 - $21.21M, CGI Inc - $9.29M, Rogers Communications Inc - $6.44M, 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 $97.86M earned over time. The largest contributors to dividend income include The Toronto-Dominion Bank - $13.48M, Canadian Natural Resources Limited - $10.33M, Bank of Montreal - $9.18M, Restaurant Brands International Inc - $5.35M, and Canadian Imperial Bank of Commerce - $3.65M. 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.
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