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
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‘historical analysis does not reflect future returns’