List of tradable securities in the 2021 Bourstad Challenge
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List of tradable securities in
the 2021 Bourstad Challenge
Posted on January 25, 2021
The strike prices of the option
series will be published on Fe-
bruary 14, 2021.
platinum sponsor
www.bourstad.ca
The 675 securities of the 2021 Bourstad Challenge are divided into 17 categories.
Participants who manage the Bourstad Portfolio can trade 575 securities :
• Shares of Canadian companies (248)
• Shares of US companies (115)
• Shares of Asian Companies(24)
• Shares of companies from Australia, South America and Africa (13)
• Shares of European companies (36)
• Exchange-Traded Index Funds – Canadian Equities (17)
• Exchange-traded Index funds – US and International Bonds (7)
• Exchange-traded Index funds – Canadian and International Bonds (16)
• Exchange-Traded Index Funds – Money Market (2)
• Exchange-Traded Index Funds – US Equities (21)
• Exchange-traded Index Funds – International Equities (19)
• Currencies(6)
• Actively Managed Mutual Funds (36)
• Exchange-traded leveraged index funds traded in Canada (10)
• Commodity Funds(5)
Participants who manage a Bourstad Plus Portfolio may trade 100 additional securities:
• US leveraged index funds traded in the United States (28)
• Options on Canadian Equities and ETFs (72)
2021 BOURSTAD Challenge
1. Securities of the Bourstad • BioSyent Inc (RX:CA)
Portfolio • Blackberry Ltd (BB:CA)
• Bombardier Inc. Class B (BBD.B:CA)
• Boralex (BLX:CA)
A. Shares of Canadian companies (248) • Boyd Group Services Inc. (BYD:CA)
• 5N Plus (VNP:CA) • Brookfield Asset Management (BAM.A:CA)
• A&W Revenue Royalties Income Fund • Brookfield Property Partners (BPY.UN:CA)
(AW.UN:CA)
• Brookfield Renewable Partners L.P.
• Abitibi Royalties Inc. (RZZ:CA) (BEP.UN:CA)
• Absolute Software Corporation (ABST:CA) • BRP (DOO:CA)
• ADF Group Inc. (DRX:CA) • BTB Real Estate Investment Trust (BTB.UN)
• Advantage Oil & Gas (AAV:CA) • CAE (CAE:CA)
• Aeterna Zentaris (AEZS:CA) • Cameco Corporation (CCO:CA)
• AGF Management (AGF.B:CA) • Canada Goose Holdings Inc. Subordinate
• Agnico Eagle Mines (AEM:CA) Voting Shares (GOOS:CA)
• Aimia (AIM:CA) • Canadian Apartment Properties REIT
• Air Canada (AC:CA) (CAR.UN:CA)
• Algonquin Power & Utilities Corp. • Canadian Imperial Bank Of Commerce
(AQN:CA) (CM:CA)
• Alimentation Couche-Tard Inc. Class B • Canadian Natural Resources (CNQ:CA)
(ATD.B:CA) • Canadian Pacific Railway Limited (CP:CA)
• AltaGas Ltd (ALA:CA) • Canadian Solar Inc (CSIQ)
• Andrew Peller Ltd (ADW.A:CA) • Canadian Tire Corporation Limited Class A
• Aphria Inc. (APHA:CA) (CTC.A:CA)
• Aritzia Inc. Subordinate Voting Shares • Canadian Utilities (CU:CA)
(ATZ:CA) • Canadian Western Bank (CWB:CA)
• Atco Ltd (ACO.X:CA) • Canfor Corporation (CFP:CA)
• Atlantic Power Corporation (ATP:CA) • Canopy Growth Corporation (WEED:CA)
• ATS Automation Tooling Systems Inc. • Capstone Mining (CS:CA)
(ATA:CA) • Cargojet Inc (CJT:CA)
• Aurinia Pharmaceuticals Inc. (AUP:CA) • Cascades (CAS:CA)
• Aurora Cannabis Inc. (ACB:CA) • CCL Industries Inc (CCL.B:CA)
• Auxly Cannabis Group Inc. (XLY:CA) • Celestica Inc. (CLS:CA)
• Ballard Power (BLDP:CA) • Cenovus Energy (CVE:CA)
• Bank of Montreal (BMO:CA) • CGI Group (GIB.A:CA)
• Bank of Nova Scotia (BNS:CA) • Chartwell Retirement Residences
• Barrick Gold (ABX:CA) (CSH.UN:CA)
• Bausch Health (formely Valeant Pharmaceu- • CI Financial (CIX:CA)
ticals International, Inc) (BHC:CA) • CIBT Education Group Inc (MBA:CA)
• Baytex Energy Corp. (BTE:CA) • Cineplex Inc. (CGX:CA)
• BCE Inc. (BCE:CA) • Clearwater Seafoods Inc (CLR:CA)
2 From February 15 to April 16 2021Stock Market Simulation
• CloudMD Software & Services Inc. • Fortuna Silver Mines Inc. (FVI:CA)
(DOC:CA) • Franco Nevada (FNV:CA)
• CN (CNR:CA) • Gamehost Inc (GH:CA)
• Cogeco Cable (CCA:CA) • GDI Integrated Facility Services Inc. Subordi-
• Colabor Group Inc. (GCL:CA) nate Voting Shares (GDI:CA)
• Colliers International Group Inc. (CIGI:CA) • Geekco Technologies Corporation (GKO:CA)
• Cominar REIT (CUF.UN:CA) • George Weston (WN:CA)
• Constellation Software Inc (CSU:CA) • GFL Environmental Inc. (GFL:CA)
• CounterPath Corporation (CPAH) • Gildan Activewear Inc. (GIL:CA)
• Crescent Point Energy (CPG:CA) • Golden Valley Mines Ltd. (GZZ:CA)
• Critical Element Corporation (CRE:CA) • Goodfood Market Corp. (FOOD:CA)
• Crombie REIT (CRR.UN:CA) • Great Canadian Gaming Corporation
• Cuda Oil and Gas Inc. (CUDA:CA) (GC:CA)
• Descartes Systems Group (DSG:CA) • Great-West (GWO:CA)
• DIRTT Environmental Solutions Ltd. • GreenPower Motor Company Inc. (GPV:CA)
(DRT:CA) • GURU Organic Energy Corp. (GURU:CA)
• Dollarama (DOL:CA) • H&R REIT (HR.UN:CA)
• Domtar Corporation (UFS:CA) • H2O Innovation Inc (HEO:CA)
• Dorel Industries Inc. Class B (DII.B:CA) • H??roux-Devtek (HRX:CA)
• Dynacor Gold Mines Inc. (DNG:CA) • High Liner Foods Inc (HLF:CA)
• EcoSynthetix Inc. (ECO:CA) • HPQ-Silicon Resources Inc. (HPQ:CA)
• Eldorado Gold Corporation (ELD:CA) • Hydro One Ltd (H:CA)
• Element Fleet Management Corp (EFN:CA) • IAMGOLD Corp (IMG:CA)
• Emera (EMA:CA) • IGM Financial Inc. (IGM:CA)
• Emerald Health Therapeutics Inc. (EMH:CA) • Imaflex Inc. (IFX:CA)
• Empire Company (EMP.A:CA) • Imperial Oil Ltd (IMO:CA)
• Enbridge Inc. (ENB:CA) • Industrial Alliance Insurance and Financial
• Enghouse Systems (ENGH:CA) Services Inc. (IAG:CA)
• Equinox Gold Corp (EQX:CA) • Innergex Renewable Energy Inc. (INE:CA)
• Exchange Income Corporation (EIF:CA) • Intact Financial Corporation (IFC:CA)
• Exco Technologies Limited (XTC:CA) • Intertape Polymer (ITP:CA)
• EXFO Inc (EXF:CA) • Jack Nathan Medical Corp. (JNH:CA)
• Exro Technologies Inc. (EXRO:CA) • Kinaxis Inc. (KXS:CA)
• Fairfax Financial Holdings (FFH:CA) • Lassonde Industries Inc. Class A (LAS.A:CA)
• Fennec Pharmaceuticals Inc (FRX:CA) • Laurentian Bank of Canada (LB:CA)
• Fiera Capital (FSZ:CA) • Leons Furniture Ltd (LNF:CA)
• Finning Int'l (FTT:CA) • Lightspeed POS Inc. (LSPD:CA)
• First Quantum Minerals (FM:CA) • Linamar Corporation (LNR:CA)
• FirstService Corp (FSV:CA) • Loblaw (L:CA)
• Fortis Inc. (FTS:CA) • Loop Industries Inc. (LOOP)
List of tradable securities 32021 BOURSTAD Challenge
• Lundin Mining Corp (LUN:CA) • PHX Energy Services Corp (PHX:CA)
• Magellan Aerospace Corporation (MAL:CA) • Pinnacle Renewable Energy Inc. (PL:CA)
• Magna International (MG:CA) • Polaris Infrastructure Inc. (PIF:CA)
• Manulife Financial Corporation (MFC:CA) • Polymet Mining Corp. (POM:CA)
• Maple Leaf Foods Inc. (MFI:CA) • Power Corporation of Canada (POW:CA)
• Martinrea International Inc. (MRE:CA) • Precision Drilling (PD:CA)
• Mason Graphite Inc. (LLG:CA) • Premium Brands Holdings Corporation
• Maxar Tehnologies (MacDonald Dettwiler (PBH:CA)
and Associates Ltd) (MAXR:CA) • Primo Water Corporation (PRMW:CA)
• Metro inc. (MRU:CA) • PyroGenesis Canada Inc (PYR:CA)
• Midland Exploration Inc (MD:CA) • Quarterhill Inc. (QTRH:CA)
• Molson Coors Canada Inc. Class B • Quebecor Inc (QBR.B:CA)
(TPX.B:CA) • Resolute Forest Products Inc. (RFP:CA)
• Morneau Shepell Inc (MSI:CA) • Restaurant Brands International (Tim Hor-
• MTY Food Group Inc. (MTY:CA) ton/Burger King) (QSR:CA)
• Mullen Group Ltd (MTL:CA) • Richelieu Hardware Ltd. (RCH:CA)
• NanoXplore Inc. (GRA:CA) • Ritchie Bros. Auctioneers Inc (RBA:CA)
• National Bank of Canada (NA:CA) • Rogers Communications, cat. B (RCI.B:CA)
• Neptune Wellness Solutions Inc (NEPT:CA) • Roots Corporation (ROOT:CA)
• New Look Vision Group Inc. (BCI:CA) • Royal Bank of Canada (RY:CA)
• Nexj Systems Inc (NXJ:CA) • Russel Metals (RUS:CA)
• NFI Group Inc. (NFI:CA) • Saputo (SAP:CA)
• Norbord Inc. (OSB:CA) • Savaria Corporation (SIS:CA)
• Northland Power Inc. (NPI:CA) • Sernova Corp. (SVA:CA)
• NorthWest Healthcare Properties REIT • Shaw Communications (SJR.B:CA)
(NWH.UN:CA) • Shawcor Ltd (SCL:CA)
• Nouveau Monde Graphite Inc. (NOU:CA) • Shopify Inc. Class A (SHOP:CA)
• Nova Royalty Corp. (NOVR:CA) • Sienna Senior Living Inc. (SIA:CA)
• Novo Resources Corp. (NVO:CA) • Sierra Wireless Inc. (SW:CA)
• Nutrien Ltd (NTR:CA) • Silvercorp Metals Inc (SVM:CA)
• Nuvei Corporation (NVEI:CA) • Sirios Resources Inc (SOI:CA)
• Onex Corp. (ONEX:CA) • Sleep Country Canada Holdings Inc
• Open Text Corp (OTEX:CA) (ZZZ:CA)
• Opsens Inc. (OPS:CA) • Smart Real Estate Investment Trust
• Orbit Garant Drilling Inc. (OGD:CA) (SRU.UN:CA)
• OrganiGram Holdings Inc (OGI:CA) • SNC-Lavalin Group Inc. (SNC:CA)
• Osisko Gold Royalties Ltd (OR:CA) • Stantec Inc (STN:CA)
• Pembina Pipeline (PPL:CA) • Stella-Jones (SJ:CA)
• People Corporation (PEO:CA) • Stingray Digital Group Inc (RAY.A:CA)
• Peyto Exploration & Development (PEY:CA) • StorageVault Canada Inc. (SVI:CA)
• Sun Life Financial Inc. (SLF:CA)
4 From February 15 to April 16 2021Stock Market Simulation
• Suncor Energy (SU:CA) B. Shares of US companies (115)
• SunOpta Inc. (SOY:CA) • 3M Corp. (MMM)
• Teck Resources Limited Class B • AbbVie Inc. (ABBV)
(TECK.B:CA)
• Adobe Inc. (ADBE)
• Tecsys (TCS:CA)
• Advanced Micro Devices (AMD)
• Telus (T:CA)
• Agilent Technologies (A)
• The North West Company Inc. (NWC:CA)
• Agios Pharmaceuticals Inc (AGIO)
• The Supreme Cannabis Company Inc.
• Alaska Air Group (ALK)
(FIRE:CA)
• Amazon.com (AMZN)
• The Westaim Corporation (WED:CA)
• American Airlines Group (AAL)
• Theratechnologies Inc. (TH:CA)
• American Express (AXP)
• Thomson Reuters (TRI:CA)
• American International Group (AIG)
• TMX Group (X:CA)
• Amgen Inc. (AMGN)
• Toromont Industries Ltd. (TIH:CA)
• Apple (AAPL)
• Toronto-Dominion Bank (TD:CA)
• Applied Materials Inc. (AMAT)
• Tourmaline Oil Corp. (TOU:CA)
• Archer-Daniels-Midland Company (ADM)
• Trans Canada Corp (TRP:CA)
(ADM)
• TransAlta Corporation (TA:CA)
• AT&T (T)
• TransAlta Renewables Inc. (RNW:CA)
• Atmos Energy Corp (ATO)
• Transcontinental inc (TCL.A:CA)
• Bank of America (BAC)
• Transforce inc. (TFII:CA)
• Bank of New York Mellon Corporation (BK)
• Trillium Therapeutics Inc. (TRIL:CA)
• Berkshire Hathaway, cat??gorie B (BRK.B)
• Uni-Select (UNS:CA)
• Beyond Meat Inc. (BYND)
• Village Farms International Inc. (VFF:CA)
• BlackRock Inc. (BLK)
• Waste Connections (WCN:CA)
• Boeing (BA)
• Waterloo Brewing Ltd (WBR:CA)
• Boston Scientific Corporation (BSX)
• WELL Health Technologies Corp.
• Caterpillar Inc (CAT)
(WELL:CA)
• Chevron (CVX)
• West Fraser Timber (WFT:CA)
• Cisco Systems (CSCO)
• Westport Fuel Systems Inc. (WPRT:CA)
• Citigroup (C)
• Westshore Terminals Investment Corpora-
tion (WTE:CA) • Clorox Company (CLX)
• Wheaton Precious Metals (WPM:CA) • Coca Cola (KO)
• Wilmington Capital Management (Class A) • Comcast (CMCSA)
(WCM.A:CA) • ConocoPhillips (COP)
• Winpak Ltd (WPK:CA) • Costco Wholesale Corporation (COST)
• WSP Global inc (WSP:CA) • CVS Health Corporation (CVS)
• Yamana Gold Inc. (YRI:CA) • D.R. Horton Inc. (DHI)
• Yellow Media inc. (Y:CA) • Deere & Company (DE)
• Delta Air Lines (DAL)
• Disney (DIS)
List of tradable securities 52021 BOURSTAD Challenge
• Dollar General Corporation (DG) • Moody's Corporation (MCO)
• DoorDash Inc. (DASH) • Netflix (NFLX)
• Eastman Chemical Company (EMN) • Newmont Mining Corp Holding Co (NEM)
• eBay (EBAY) • Northrop Grumman Corp Holding Co
• Electronic Arts Inc. (EA) (NOC)
• Eli Lilly and Company (LLY) • Nucor Corporation (NUE)
• Energous Corporation (WATT) • NVIDIA Corporation (NVDA)
• Exxon Mobil (XOM) • Oracle (ORCL)
• Facebook (FB) • PepsiCo (PEP)
• Fedex (FDX) • Pfizer (PFE)
• Ford Motor Company (F) • Philip Morris International (PM)
• Gap (GPS) • Procter & Gamble (PG)
• General Dynamics Corporation (GD) • Qualcomm (QCOM)
• General Electric (GE) • Roper Technologies Inc. (ROP)
• General Mills Inc (GIS) • Royal Caribbean Cruises Ltd. (RCL)
• General Motors Company (GM) • Schlumberger (SLB)
• Gilead Sciences (GILD) • ServiceNow Inc. (NOW)
• Global Payments Inc. (GPN) • Six Flags Entertainment Corporation (SIX)
• Goldmam Sachs (GS) • Southwest Airlines (LUV)
• Google (Alphabet Inc) (GOOG) • Square Inc. Class A (SQ)
• Home Depot (HD) • Tempur Sealy International Inc. (TPX)
• HP Inc. (HPQ) • Tesla Inc (TSLA)
• Illumina Inc. (ILMN) • TPI Composites Inc. (TPIC)
• Intel Corp. (INTC) • Uber Technologies Inc. (UBER)
• International Business Machine (IBM) • Union Pacific Corp (UNP)
• International Paper Co (IP) • United Parcel Service (UPS)
• Johnson and Johnson (JNJ) • UnitedHealth Group Incorporated (UNH)
• JPMorgan Chase (JPM) • US Steel Corp (X)
• Kellog (K) • Verizon Communications (VZ)
• Kraft Heinz Company (KHC) • Visa (V)
• Lowe's Companies Inc. (LOW) • Visteon Corporation (VC)
• Lumen Technologies Inc. (LUMN) • Wal-Mart (WMT)
• Martin Marietta Materials (MLM) • Wayfair Inc. (W)
• Mastercard (MA) • Wells Fargo (WFC)
• McDonald (MCD) • Western Union Company (WU)
• Merck & Co (MRK) • Xerox Corporation (XRX)
• MetLife Inc (MET) • Xylem Inc. New (XYL)
• Micron Technology Inc. (MU) • Zoom Video Communications Inc. (ZM)
• Microsoft (MSFT)
• Moderna Inc. (MRNA)
6 From February 15 to April 16 2021Stock Market Simulation
C. Shares of Asian Companies(24) • Piedmont Lithium Limited (PLL)
• Alibaba Group Holding (BABA) • StoneCo Ltd. (STNE)
• Baidu Inc. (BIDU) • Telecom Argentina SA (TEO)
• Baozun Inc. (BZUN) • Vale S. A. (VALE)
• BeiGene Ltd. (BGNE)
• Canon Inc. (CAJ) E. Shares of European companies (36)
• China Life Insurance Company Limited • Accenture Plc (ACN)
ADS (LFC) • Anheuser-Busch InBev (BUD)
• China Lodging Group Limited (HTHT) • Arcelor Mittal (MT)
• CNOOC (CEO) • ASML Holding N.V. (ASML)
• DAQO New Energy Corp. ADS (DQ) • AstraZeneca PLC (AZN)
• Honda Motors (HMC) • Banco Santander Central Hispano (SAN)
• ICICI Bank Limited (IBN) • Barclays PLC (BCS)
• Infosys (INFY) • BioNTech SE (BNTX)
• JD.com Inc. (JD) • BP Plc (BP)
• NIO Inc. (NIO) • Credit Suisse ADS (CS)
• Nomura Holdings Inc (NMR) • Criteo S.A. (CRTO)
• Pinduoduo Inc. (PDD) • Deutsche Bank AG (DB)
• Sony (SNE) • EDAP TMS S.A (EDAP)
• Taiwan Semiconductor Manufacturing Com- • GlaxoSmithKline plc (GSK)
pany Ltd. (TSM)
• HSBC Holding (HSBC)
• Takeda Pharmaceutical Company Limited
• IHS Markit Ltd. (INFO)
(TAK)
• ING GROUP NV ADS. (ING)
• Tata Motors Ltd (TTM)
• Linde plc (LIN)
• Tencent Music Entertainment Group (TME)
• LM Ericsson (ERIC)
• Toyota (TM)
• Logitech International S.A. (LOGI)
• Weibo Corporation (WB)
• LyondellBasell Industries NV Class A (LYB)
• Yum China Holdings Inc. (YUMC)
• Manchester United (MANU)
• Nokia Corp (NOK)
D. Shares of companies from Australia,
• Novartis (NVS)
South America and Africa (13)
• Novo Nordisk A/S (NVO)
• Ambev S.A.ADR (ABEV)
• Orange (ORAN)
• AngloGold Ashanti Ltd (AU)
• Pentair plc. (PNR)
• Azul S.A. (AZUL)
• Royal Bank of Scotland (NWG)
• Banco de Chile ADR (BCH)
• Royal Dutch Shell (RDS.A)
• BHP Billiton Ltd. (BHP)
• Ryanair Holdings plc ADR (RYAAY)
• Cemex S.A.B. ADR (CX)
• Sanofi Aventis (SNY)
• Embraer S.A. (ERJ)
• SAP AG (SAP)
• Orocobre (ORL:CA)
• Total SA (TOT)
• Petroleo Brasileiro S.A.- Petrobras (PBR)
• UBS AG (UBS)
List of tradable securities 72021 BOURSTAD Challenge
• Unilever (UL) • PowerShares Emerging Markets Sovereign
• Vodaphone (VOD) Debt (PCY)
• SPDR Barclays Capital International Trea-
sury Bond (BWX)
F. Exchange-Traded Index Funds –
• SPDR DB International Government Infla-
Canadian Equities (17) tion-Protected Bond (WIP)
• BMO Covered Call Canadian Banks ETF • Vanguard Extended Duration Treasuries In-
(ZWB:CA) dex ETF (EDV)
• BMO Covered Call Utilities ETF (ZWU:CA)
• Desjardins Canadian Preferred Share Index
H. Exchange-traded Index funds –
ETF (DCP:CA) (DCP:CA)
Canadian and International Bonds (16)
• First Asset U.S. & Canada Lifeco Income ETF
(FLI:CA) • BMO Mid Corporate Bond Index ETF
(ZCM:CA)
• iShares Cdn Energy Sector Index ETF
(XEG:CA) • BMO Ultra Short-Term Bond ETF (ZST:CA)
• iShares Cdn Growth Index ETF (XCG:CA) • Desjardins 1-5 year Laddered Canadian Go-
vernment Bond Index ETF (DCG:CA)
• iShares Cdn Large Cap 60 Index ETF
(XIU:CA) • First Asset Canadian Convertible Bond ETF
Common (CXF:CA)
• iShares Cdn Russel 2000 Index ETF
(XSU:CA) • Invesco 1-3 Year Laddered Floating Rate
Note Index ETF (PFL:CA)
• iShares Cdn Tech Sector Index ETF (XIT:CA)
• iShares Cdn Corporate Bond Index ETF
• iShares Cdn Value Index ETF (XCV:CA)
(XCB:CA)
• iShares ESG Aware MSCI Canada Index ETF
• iShares Cdn Government Bond Index ETF
(XESG:CA)
(XGB:CA)
• iShares MSCI Min Vol Canada Index ETF
• iShares Cdn Long Bond Index ETF (XLB:CA)
(XMV:CA)
• iShares CDN Short Bond Index ETF
• iShares S&P/TSX Canadian Dividend Aristo-
(XSB:CA)
crats ETF (CDZ:CA)
• iShares Core Canadian Universe Bond Index
• TD Active Preferred Share ETF (TPRF:CA)
ETF (XBB:CA)
• TD One-Click Aggressive ETF Portfolio (TO-
• iShares DEX Real Return Bond Index ETF
CA:CA)
(XRB:CA)
• TD One-Click Moderate ETF Portfolio
• iShares ESG Canadian Aggregate Bond In-
(TOCM:CA)
dex ETF (XSAB:CA)
• Vanguard Retirement Income ETF Portfolio
• iSHARES J.P. Morgan USD Emerging Mar-
(VRIF:CA)
kets Bond Index ETF (CAD-Hedged)
(XEB:CA)
G. Exchange-traded Index funds – US • iShares U.S. High Yield Bond Index ETF
and International Bonds (7) (CAD-Hedged) (XHY:CA)
• BTC iShares Interest Rate Hedged Emerging • iShares U.S. IG Corporate Bond Index ETF
Markets Bond ETF (EMBH) (CAD-Hedged) (XIG:CA)
• iShares Barclays TIPS Bond Fund (TIP) • Mackenzie Core Plus Canadian Fixed Income
ETF Series E (MKB:CA)
• iShares Emerging Markets Local Currency
Bond FNB (LEMB)
8 From February 15 to April 16 2021Stock Market Simulation
I. Exchange-Traded Index Funds – K. Exchange-traded Index Funds –
Money Market (2) International Equities (19)
• iShares Core Short Term High Quality Cana- • Goldman Sachs ActiveBeta Emerging Mar-
dian Bond Index ETF (XSQ:CA) kets Equity (GEM)
• PIMCO Enhanced Short Maturity Strategy • Guggenheim Solar ETF (TAN)
Fund (MINT) • iShares FTSE/Xinhua China 25 Index Fund
(FXI)
J. Exchange-Traded Index Funds – US • iShares Global Agriculture Index ETF
Equities (21) (COW:CA)
• BTC iShares Russell 1000 Growth ETF (IWF) • iShares Global Healthcare Index ETF (CAD-
Hedged) (XHC:CA)
• BTC iShares Russell 1000 Value ETF (IWD)
• iShares MSCI EAFE Index Fund (CAD-
• ETFMG Prime Cyber Security (HACK) Hedged) FNB (XIN:CA)
• Health Care Select Sector SPDR Fund (XLV) • iShares MSCI-Australia (EWA)
• iShares Cdn S&P 500 Index Fund (XSP:CA) • iShares MSCI-France (EWQ)
• iShares NASDAQ 100 Index ETF (CAD- • iShares MSCI-Germany (EWG)
Hedged) (XQQ:CA)
• iShares MSCI-Hong Kong (EWH)
• iShares US Fundamental Index FNB
(CLU:AQN) • iShares MSCI-Japan (EWJ)
• iShares MSCI-Mexico (EWW)
• PowerShares Aerospace & Defense Portfolio
(PPA) • iShares MSCI-Spain (EWP)
• PowerShares Cleantech Portfolio (PZD) • iShares MSCI-United Kingdom (EWU)
• Powershares QQQ (QQQ) • iShares Robotics and Artificial Intelligence
Multisector ETF (IRBO)
• PowerShares Wilderhill Clean Energy Port-
folio (PBW) • iShares S&P Global Timber & Forestry Index
Fund (WOOD)
• S&P 500 Dep. R. (unités de l'indice s&p)
(SPY) • JPMorgan Diversified Return Emerging Mar-
kets Equity (JPEM)
• S&P Consumer Discretionary sector SPDR
(XLY) • TD Active Global Enhanced Dividend ETF
(TGED:CA)
• S&P Consumer Staples sector SPDR (XLP)
• TD Active Global Infrastructure Equity ETF
• S&P Energy sector SPDR (XLE)
(TINF:CA)
• S&P Financials sector SPDR (XLF)
• S&P Industrial sector SPDR (XLI)
L. Currencies(6)
• S&P Technology sector SPDR (XLK)
• S&P Utilities sector SPDR (XLU) • Autralian dollar ($AUDUSD)
• SPDR KBW Regional Banking (KRE) • US Dollar ($USDCAD)
• SPDR Series Trust SSGA Gender Diversity • Euro ($EURUSD)
Index (SHE) • Swiss Franc ($CHFUSD)
• British Pound ($GBPUSD)
• Yen ($JPYUSD)
List of tradable securities 92021 BOURSTAD Challenge
M. Actively Managed Mutual Funds • RBC Jantzi Global Equity D (RBF1045:CA)
(36) • RBC QUBE Low Volatility U.S. Equity Cur-
rency Neutral D (RBF1432:CA)
• Beutel Goodman Money Market Fund D
(BTG773:CA) • RBC U.S. Mid-Cap Growth Equity U$ D
(RBF1027:CA)
• BMO European D (BMO31719:CA)
• RBC Vision Fossil Fuel Free Global Equity
• BMO Preferred Share Fund Series D
Fund D (RBF1430:CA)
(BMO31730:CA)
• Scotia Dividend Balanced Fund Series D
• BMO Target Education 2025 Portfolio Series
(BNS110:CA)
D (BMO31169:CA)
• Scotia Income Advantage Fund Series D
• BMO Women in Leadership Fund Series D
(BNS109:CA)
(BMO31757:CA)
• TD Balanced Growth Fund - D
• Invesco Intactive Maximum Growth Portfo-
(TDB3533:CA)
lio Ser D (AIM7900:CA)
• TD Canadian Equity Fund - D (TDB3089:CA)
• Mackenzie All China Equity Fund Series D
(MFC5302:CA) • TD Canadian Low Volatility - D
(TDB3045:CA)
• Mackenzie Canadian Small Cap Fund Series
D (MFC4667:CA) • TD Emerging Markets Low Volatility Fund -
D (TDB3054:CA)
• Mackenzie Corporate Bond Fund Series D
(MFC4629:CA) • TD Global Entertainment and Communica-
tions Fund (US$) - D (TDB3014:CA)
• Mackenzie Global Resource - D
(MFC4639:CA) • TD North American Sustainability Balanced -
D (TDB2213:CA)
• Mackenzie High Diversification Canadian
Equity Class Series D (MFC5036:CA) • TD Science & Technology Fund - D
(TDB3098:CA)
• Mackenzie US Growth Class Series D U$
(MFC4691:CA) • TD Ultra Short Term Bond Fund - D
(TDB3078:CA)
• Manulife Global Franchise - D
(MMF33633:CA)
• MO U.S. Equity Plus Fund Series D N. Exchange-traded leveraged index
(BMO31744:CA) funds traded in Canada (10)
• NBI Canadian Equity Fund F Series • BetaPro Canadian Gold Miners -2x Daily
(NBC712:CA) Bear ETF (HGD:CA)
• NBI Jarislowsky Fraser Select Canadian • BetaPro Canadian Gold Miners 2x Daily Bull
Equity Fund F Series (NBC3702:CA) ETF (HGU:CA)
• NBI Preferred Equity Income Fund F Series • BetaPro Crude Oil -2x Daily Bear ETF
(NBC780:CA) (HOD:CA)
• NBI Quebec Growth Fund F Series • BetaPro Crude Oil 2x Daily Bull ETF
(NBC760:CA) (HOU:CA)
• NBI Small Cap Fund F Series (NBC741:CA) • BetaPro Natural Gas -2x Daily Bear ETF
• NBI U.S. Dividend Fund F Series U$ (HND:CA)
(NBC730:CA) • BetaPro Natural Gas 2x Daily Bull ETF
• RBC Global High Yield Fund Series D (HNU:CA)
(RBF1010:CA) • BetaPro S&P 500 -2x Daily Bear ETF
• RBC Jantzi Canadian Equity D (RBF1043:CA) (HSD:CA)
10 From February 15 to April 16 2021Stock Market Simulation
• BetaPro S&P 500 2x Daily Bull ETF (HSU:CA) • Direxion Emerging Markets Bull 3X Shares
• BetaPro S&P/TSX 60 -2x Daily Bear ETF (EDC)
(HXD:CA) • ProShares Short VIX Short Term Futures
• BetaPro S&P/TSX 60 2x Daily Bull ETF (SVXY)
(HXU:CA) • ProShares Trust Ultra VIX Short Term Fu-
tures (UVXY)
O. Commodity Funds(5) • ProShares Ultra 20+ Year Treasury Bond
Short/Bearish Leveraged ETF (TBT)
• iPath Series B Bloomberg Copper Subindex
• ProShares Ultra 20+ Year Treasury Leve-
Total Return ETN (JJC)
raged ETF (UBT)
• iPath Series B Bloomberg Grains Subindex
• ProShares Ultra Dow 30 Leveraged Fund
Total Return ETN (JJG)
(DDM) Top 100 (DDM)
• Royal Canadian Mint - Canadian Gold Re-
• ProShares Ultra Dow 30 Short/Bearish Leve-
serves (MNT:CA)
raged Fund (DXD)
• SPDR Gold Trust (GLD)
• ProShares Ultra Euro Leveraged ETF (ULE)
• The Bitcoin Fund (QBTC:CA)
• ProShares Ultra Euro Short/Bearish Leve-
raged ETF (EUO)
2. Additional securities of • ProShares Ultra Financials Leveraged Leve-
raged Fund (UYG)
the Bourstad Plus Portfolio • ProShares Ultra Financials Short/Bearish Le-
veraged Fund (SKF)
A. US leveraged index funds traded in • ProShares Ultra Nasdaq Biotechnology Le-
the United States (28) veraged ETF (BIB)
• ProShares Ultra Nasdaq Biotechnology
• Direxion Daily Aerospace & Defense Bull 3X
Short/Bearish Leveraged ETF (BIS)
Shares (DFEN)
• ProShares Ultra QQQ Leveraged Fund
• Direxion Daily Regional Banks Bear 3X
(QLD)
Shares (WDRW)
• ProShares Ultra QQQ Short/Bearish Leve-
• Direxion Daily Regional Banks Bull 3X
raged Fund (QID)
Shares (DPST)
• ProShares Ultra Real Estate Leveraged Fund
• Direxion Daily Russia Bear 3x Shares (RUSS)
(URE)
• Direxion Daily Russia Bull 3x Shares (RUSL)
• ProShares Ultra Real Estate Short/Bearish
• Direxion Daily Semiconductor Bear 3x Leveraged Fund (SRS)
Shares (SOXS)
• ProShares Ultra Russell 2000 Leveraged
• Direxion Daily Semiconductor Bull 3x Shares Fund (UWM)
(SOXL)
• ProShares Ultra Russell 2000 Short/Bearish
• Direxion Daily South Korea Bull 3X Shares Leveraged Fund (TWM)
(KORU)
• ProShares Ultra Yen Leveraged ETF (YCL)
• Direxion Developed Markets Bear 3x Shares
• ProShares Ultra Yen Short/Bearish Leve-
(DPK)
raged ETF (YCS)
• Direxion Developed Markets Bull 3x Shares
(DZK)
• Direxion Emerging Markets Bear 3X Shares
(EDZ)
List of tradable securities 112021 BOURSTAD Challenge
B. Options on Canadian Equities and • Call on BetaPro Natural Gas 2x Daily Bull
ETFs (72) ETF May 21 $HH
• Put on BetaPro Natural Gas 2x Daily Bull
• Call on Alimentation Couche-Tard Inc. Class
B May 21 $XX ETF May 21 $HH
• Call on BetaPro Natural Gas -2x Daily Bear
• Put on Alimentation Couche-Tard Inc. Class
ETF May 21 $JJ
B May 21 $XX
• Put on BetaPro Natural Gas -2x Daily Bear
• Call on Alimentation Couche-Tard Inc. Class
ETF May 21 $JJ
B August 21 $XX
• Call on BetaPro Crude Oil 2x Daily Bull ETF
• Put on Alimentation Couche-Tard Inc. Class
May 21 $KK
B August 21 $XX
• Put on BetaPro Crude Oil 2x Daily Bull ETF
• Call on Alimentation Couche-Tard Inc. Class
May 21 $KK
B January 22 $XX
• Call on BetaPro Crude Oil -2x Daily Bear ETF
• Put on Alimentation Couche-Tard Inc. Class
May 21 $LL
B January 22 $XX
• Put on BetaPro Crude Oil -2x Daily Bear ETF
• Call on Barrick Gold April 21 $BB
May 21 $LL
• Put on Barrick Gold April 21 $BB
• Call on BetaPro Canadian Gold Miners 2x
• Call on Barrick Gold July 21 $BB Daily Bull ETF May 21 $MM
• Put on Barrick Gold July 21 $BB • Put on BetaPro Canadian Gold Miners 2x
• Call on Barrick Gold January 22 $BB Daily Bull ETF May 21 $MM
• Put on Barrick Gold January 22 $BB • Call on BetaPro Canadian Gold Miners -2x
• Call on BCE Inc. May 21 $CC Daily Bear ETF May 21 $NN
• Put on BCE Inc. May 21 $CC • Put on BetaPro Canadian Gold Miners -2x
Daily Bear ETF May 21 $NN
• Call on BCE Inc. January 22 $CC
• Call on iShares Cdn S&P 500 Index Fund
• Put on BCE Inc. January 22 $CC
June 21 $PP
• Call on Enbridge Inc. April 21 $DD
• Put on iShares Cdn S&P 500 Index Fund
• Put on Enbridge Inc. April 21 $DD June 21 $PP
• Call on Enbridge Inc. July 21 $DD • Call on iShares Cdn Russel 2000 Index ETF
• Put on Enbridge Inc. July 21 $DD June 21 $ZZ
• Call on Enbridge Inc. January 22 $DD • Put on iShares Cdn Russel 2000 Index ETF
• Put on Enbridge Inc. January 22 $DD June 21 $ZZ
• Call on iShares Cdn Large Cap 60 Index ETF • Call on Teck Resources Limited Class B May
June 21 $EE 21 $QQ
• Put on iShares Cdn Large Cap 60 Index ETF • Put on Teck Resources Limited Class B May
June 21 $EE 21 $QQ
• Call on iShares Cdn Large Cap 60 Index ETF • Call on Teck Resources Limited Class B Au-
June 21 $FF gust 21 $QQ
• Put on iShares Cdn Large Cap 60 Index ETF • Put on Teck Resources Limited Class B Au-
June 21 $FF gust 21 $QQ
• Call on iShares Cdn Large Cap 60 Index ETF • Call on Teck Resources Limited Class B Ja-
June 21 $GG nuary 22 $QQ
• Put on iShares Cdn Large Cap 60 Index ETF • Put on Teck Resources Limited Class B Ja-
June 21 $GG nuary 22 $QQ
12 From February 15 to April 16 2021Stock Market Simulation
• Call on Bank of Montreal April 21 $RR
• Put on Bank of Montreal April 21 $RR Gold Sponsors
• Call on Bank of Montreal July 21 $RR
• Put on Bank of Montreal July 21 $RR
• Call on Bank of Montreal January 22 $RR
• Put on Bank of Montreal January 22 $RR
• Call on Linamar Corporation April 21 $SS
• Put on Linamar Corporation April 21 $SS
• Call on Linamar Corporation July 21 $SS
• Put on Linamar Corporation July 21 $SS
• Call on CN June 21 $TT
• Put on CN June 21 $TT
• Call on CN January 22 $TT
• Put on CN January 22 $TT
• Call on Nutrien Ltd April 21 $UU
• Put on Nutrien Ltd April 21 $UU
• Call on Nutrien Ltd July 21 $UU
• Put on Nutrien Ltd July 21 $UU
• Call on Hydro One Ltd April 21 $VV
• Put on Hydro One Ltd April 21 $VV Silver Sponsors
• Call on Hydro One Ltd July 21 $VV
• Put on Hydro One Ltd July 21 $VV
Bronze Sponsor
List of tradable securities 132021 BOURSTAD Challenge 14 From February 15 to April 16 2021
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