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BIG MONEY · COPY-TRADE BACKTEST
If You Copied Ontario Teachers' Pension Plan
Institutional fund · Pension
Every position below enters at the close on the disclosure date — the first day this was public — never the underlying trade date. A fund’s 13F only reveals a position once a quarter; the entry used here is the quarter’s report date, and the real public filing can trail that date by up to 45 days — see the caveat below.
See the disclosed holdings this is built fromCopying 17 disclosed buys since Jun 30, equal-weighted, held to 2026-09-06
+0.5%
Copy-trade return · 17 positions
+2.9%
S&P 500, same windows
−2.4%
Vs. index
Positions
| Ticker | Disclosed | Entry | Last | Return | Index, same window |
|---|---|---|---|---|---|
| ENB | Jun 30 | Jun 30 @ $54.21 | Sep 4 @ $50.09 | −7.6% | +2.9% |
| TRP | Jun 30 | Jun 30 @ $66.29 | Sep 4 @ $62.61 | −5.6% | +2.9% |
| KMI | Jun 30 | Jun 30 @ $31.97 | Sep 4 @ $31.40 | −1.8% | +2.9% |
| OKE | Jun 30 | Jun 30 @ $86.94 | Sep 4 @ $95.43 | +9.8% | +2.9% |
| SRE | Jun 30 | Jun 30 @ $92.71 | Sep 4 @ $84.04 | −9.4% | +2.9% |
| LNG | Jun 30 | Jun 30 @ $239.01 | Sep 4 @ $292.00 | +22.2% | +2.9% |
| EXC | Jun 30 | Jun 30 @ $46.62 | Sep 4 @ $43.64 | −6.4% | +2.9% |
| XE | Jun 30 | Jun 30 @ $18.36 | Sep 4 @ $17.71 | −3.5% | +2.9% |
| FTS | Jun 30 | Jun 30 @ $57.23 | Sep 4 @ $55.26 | −3.4% | +2.9% |
| PBA | Jun 30 | Jun 30 @ $46.25 | Sep 4 @ $48.41 | +4.7% | +2.9% |
| ATO | Jun 30 | Jun 30 @ $172.27 | Sep 4 @ $167.56 | −2.7% | +2.9% |
| RACE | Jun 30 | Jun 30 @ $372.29 | Sep 4 @ $409.95 | +10.1% | +2.9% |
| SA | Jun 30 | Jun 30 @ $25.74 | Sep 4 @ $31.83 | +23.7% | +2.9% |
| URI | Jun 30 | Jun 30 @ $1132.89 | Sep 4 @ $1009.86 | −10.9% | +2.9% |
| MMM | Jun 30 | Jun 30 @ $161.91 | Sep 4 @ $168.56 | +4.1% | +2.9% |
| UBER | Jun 30 | Jun 30 @ $72.16 | Sep 4 @ $75.76 | +5.0% | +2.9% |
| MTH | Jun 30 | Jun 30 @ $83.85 | Sep 4 @ $67.33 | −19.7% | +2.9% |
How to read this
- Entry is the close on (or the next trading day after) the disclosure date, never the underlying trade date — the whole point is honesty about when the public could actually act.
- Price return only — dividends are excluded on both sides (the backtest and the index), which understates total return, especially for dividend payers.
- Equal-weighted: every disclosed buy counts the same regardless of the actual dollar size of the trade or position.
- Buys only — disclosed sells are not mirrored or subtracted; this tracks "what if you bought and held," not the entity's actual net position over time.
- For funds, "disclosure date" is the quarter's report date, not the actual 13F filing date — real 13F filings can post up to 45 days after quarter-end, so a stricter forward-honest entry would be later than what's shown here (likely flattering the fund's copy-trade return somewhat).
- Past performance isn't predictive of future results. Not investment advice.