The Globe and Mail reports in its Tuesday edition that you do not need every stock in your portfolio to be a big winner, just a couple of strong ones with a solid supporting cast can lead to superior returns. The Globe's regular guest columnist Gordon Pape writes that his Internet Wealth Builder Growth Portfolio proves the point. Most of the stocks hovered around break-even during the latest six-month period. However, two posted outsized returns, pushing the whole portfolio to a gain of more than 13 per cent. The biggest winner was Nvidia. Mr. Pape's portfolio is high risk, with 100-per-cent exposure to the equity markets. He says it is not a place for cautious investors. His portfolio includes Alimentation Couch-Tard, which has been sliding of late. Another is WSP Global, which has done well this year, but its climb has slowed recently. Another is TFI International, which has been good, but has recently stalled. Costco is another holding, which is up in the latest quarter. CGI has been a long-time recommendation of Mr. Pape's since 2012. Mr. Pape says sometimes it takes just one stock to carry a small portfolio. He says that Nvidia is doing that right now. Its sales keep beating even the most optimistic expectations.
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