My Top Gainers: What’s Been Working in My Stock Portfolio

Yesterday, I posted a special edition of my investment portfolio. Next to each holding, I listed its current return (in %) to help you see where every position stands in the portfolio. I do this exercise from time to time, and it’s always insightful.

Here are my biggest winners—positions with at least a +100% gain—across my non-registered, TFSA, RRSP (stocks-only), and U.S. portfolios:

Loblaw Companies (L), +534.79%

Sector: Food & Drug Retailing

WSP Global Inc. (WSP), +439.06%

Sector: Construction & Engineering

George Weston Limited (WN), +414.68%

Sector: Food & Drug Retailing

Thomson Reuters Corporation (TRI), +355.17%

Sector: Professional & Commercial Services

WSP Global Inc. (WSP), +303.39%

Sector: Construction & Engineering

TMX Group Inc. (X), +280.25%

Sector: Investment Banking & Investment Services

Toromont Industries Ltd (TIH), +245.76%

Sector: Machinery, Equipment & Components

Canadian National Railway Co (CNR), +235.27%
Sector: Freight & Logistics Services

Brookfield Infrastructure Partners L.P. (BIP.UN), +226.51%

Sector: Industrial Conglomerates

Brookfield Renewable Energy Partners L.P. (BEP.UN), +226.69%

Sector: Electric Utilities & IPPs

Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM), +220.47%

Sector: Investment Banking & Investment Services

Methanex Corporation (MX), +210.28%

Sector: Chemicals

Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A), +200.52%

Sector: Machinery, Equipment & Components

Savaria Corporation (SIS), +169.92%

Sector: Machinery, Equipment & Components

Kraken Robotics Inc. (PNG), +167.59%

Sector: Aerospace & Defense

Brookfield Renewable Partners L.P. (BEP.UN), +164.04%

Sector: Electric Utilities & IPPs

Royal Bank of Canada (RY), +150.53%

Sector: Banking Services

Brookfield Corporation Class A Limited Voting Shares (BN), +145.85%

Sector: Investment Banking & Investment Services

Power Corporation of Canada Subordinate Voting Shares (POW), +143.72%

Sector: Insurance

Toromont Industries Ltd (TIH), +138.57%

Sector: Machinery, Equipment & Components

Royal Bank of Canada (RY), +136.50%

Sector: Banking Services

Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM), +133.38%

Sector: Investment Banking & Investment Services

Fortis Inc. (FTS), +121.18%

Sector: Electric Utilities & IPPs

TMX Group Limited (X): +112.60%

Sector: Investment Banking & Investment Services

Purpose Bitcoin ETF CAD ETF non-currency hedged units (BTCC.B): +109.15%

Sector: This is an ETF, Bitcoin related

Savaria Corporation (SIS), +108.97%

Sector: Machinery, Equipment & Components

Canadian Imperial Bank Of Commerce (CM), +107.91%

Sector: Banking Services

South Bow Corporation (SOBO), +104.71%

Sector: Oil & Gas Related Equipment and Services

Suncor Energy Inc. (SU), +104.62%

Sector: Oil & Gas

Sprott Physical Gold Trust (PHYS), +104.42%

Sector: This is an ETF - gold related

Emera Incorporated (EMA), +101.41%

Sector: Electric Utilities & IPPs

In my U.S. portfolio, I haven’t hit a +100% return on any position yet—though I probably did in the past. That said, I’ve made quite interesting gains on Berkshire Hathaway Inc. (BRK.B) at +97.61% and Vanguard Russell 1000 Growth Index Fund (VONG) at +72.17%.

In these inflationary times, as groceries keep getting more expensive, it’s fitting that my top gainer is Loblaw Companies (L), up a robust +534.79%. In third place is George Weston Limited (WN), with an excellent +414.68% gain. George Weston is a major owner of Loblaw Companies (L) and Choice Properties REIT (CHP.UN). I don’t currently own any CHP.UN units, but they could be a good addition in a small proportion.

I’ve been using Stockopedia successfully for a few years now. The platform has helped me pick some great stocks. Stockopedia’s ranking system, StockRank, score stocks from 0 to 100, with 100 being the strongest note.

Among my top holdings, those with a StockRank above 90:

• Emera Incorporated (EMA)
• Suncor Energy Inc. (SU)
• South Bow Corporation (SOBO)
• Canadian Imperial Bank of Commerce (CM)
• Savaria Corporation (SIS)
• Power Corporation of Canada (POW)
• Brookfield Renewable Partners L.P. (BEP.UN)

In the “80s club” on Stockopedia, I have:

• TMX Group Limited (X)
• Fortis Inc. (FTS)
• Royal Bank of Canada (RY)
• Toromont Industries Ltd. (TIH)
• Hammond Manufacturing Company Ltd. Class A Subordinate Voting Shares (HMM.A)
• Methanex Corporation (MX)
• Brookfield Infrastructure Partners L.P. (BIP.UN)
• WSP Global Inc. (WSP)
• Loblaw Companies (L)

In the 70s:

• George Weston Limited (WN)
• Thomson Reuters Corporation (TRI)
• Canadian National Railway Co. (CNR)

In the 60s:

• Kraken Robotics Inc. (PNG)

In the 50s:

• Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM)

Whenever I browse Stockopedia, I feel like I’m on a treasure hunt. Over the years I’ve made several great discoveries there—one of them is Kraken Robotics Inc. (PNG). The company is headquartered in Newfoundland and Labrador. It doesn’t pay a dividend and it’s a venture-listed name, so it comes with higher risk. I’ll let you explore Kraken Robotics on your own, but it’s truly an interesting company. In fact, Kraken Robotics (PNG) has become intriguing enough to catch the attention of our American “friends.” But hey, as Canadians, that’s part of the game. Public markets are open, and anyone can buy Canadian stocks, including Americans.

Among my best-performing stocks, these are the ones I’m confident are my strongest assets and worth holding:

• Emera Incorporated (EMA)
• Suncor Energy Inc. (SU)
• Canadian Imperial Bank of Commerce (CM)
• Power Corporation of Canada (POW)
• Brookfield Renewable Partners L.P. (BEP.UN)
• TMX Group Limited (X)
• Fortis Inc. (FTS)
• Royal Bank of Canada (RY)
• Toromont Industries Ltd. (TIH)
• Hammond Manufacturing Company Ltd. Class A Subordinate Voting Shares (HMM.A)
• Brookfield Infrastructure Partners L.P. (BIP.UN)
• WSP Global Inc. (WSP)
• Loblaw Companies (L)

Just like PNG, Hammond Manufacturing Company Ltd. Class A Subordinate Voting Shares (HMM.A) is a very great stock pick that I found using Stockopedia. In both case, their overall chart is quite strong. Take a look at Hammond Manufacturing cool stuff!

Pulling this together, my winners span defensives, infrastructure, and a few higher-beta names, proof that steady compounders and selective bets can coexist in the same portfolio. I’ll keep leaning on Stockopedia to surface ideas, add small trial positions when something intrigues me, and prune when the facts change. As always, this isn’t advice, just one small investor sharing the journey. If you have thoughts on CHP.UN or a favorite high-ranked pick I should review next, drop it in the comments.