Alternative Strategies for Diversified Portfolios

Our goal is to have a DIVERSIFIED portfolio for clients BUT not just diversified over asset classes such as cash (1%), Bonds (2-3%) and equities (7-9%).

We also want to give exposure to ALTERNATIVE STRATEGIES such as TREZ CAPITAL (short term mortgages with distributions in the 4-8% range) and NATIONWIDE STORAGE (private equity with distributions in the 8.5%). ALTERNATIVE STRATEGIES such as these can give good returns with LESS VOLATILITY BUT may have LESS LIQUIDITY as well.

In addition (for larger accounts) we are layering in equity ETF’s (I-shares XAW) as well as individual bonds and stocks. I am listing a few our my favorite positions below. Please respond if you want more information or are interested in seeing how this strategy will benefit your account.

  • SUNCOR (materials & energy sector)…yield of 3.44%

  • TransCanada (materials & energy sector)…yield of 4.02%

  • CINEPLEX (consumer discretionary)…yield of 3.37%

  • Chemtrade (industrial)…yield of 6.81%

  • Bird Construction (industrial)…yield of 4.57%

  • BCE…yield of 4.88%

  • Pure-Multi Family REIT…yield of 5.48%

  • Kinder Morgan…yield of 3.82%

The information contained herein may not apply to all types of investors. Please consult a professional before making an investment decision


The information and opinions contained herein have been compiled or arrived at from sources believed reliable but no representation or warranty, express or implied, is made as to their accuracy or completeness. Neither Argosy nor its affiliates accepts any liability whatsoever for any loss arising from any use of this report or its contents. This report is not, and is not to be construed as, an offer to sell or solicitation of an offer to buy any securities and/or commodity futures contracts. The securities mentioned in this report may not be suitable for all investors nor eligible for sale in some jurisdictions. This research and all the information, opinions, and conclusions contained in it are protected by copyright. This report may not be reproduced in whole or in part, or referred to in any manner whatsoever, nor may the information, opinions, and conclusions contained in it be referred to without the prior express consent of Argosy.

‘historical analysis does not reflect future returns’

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