We are almost ½ way through the year so I am sending out a report on what the ‘indices’ are doing so far this year. You can use this to compare it to your own portfolio by looking for the correct EQUITY allocation in the benchmark chart.
Benchmark comprised of:
iShares XIU (TSX 60)
iShares XAW (all country all cap except Canada)
*the equity allocation is ½
XAW and ½ XIU
One takeaway from this is that despite all the political turmoil at this time investments a diversified portfolio is doing okay.
However that does not mean that politicians and central bankers cannot tip the delicate balance and create a recession where there should not have been one which is why I continue to suggest some allocation to ‘private’ equity and debt to reduce VOLATILITY.
Please call to discuss our current strategies which include NATIONWIDE STORAGE, TREZ CAPITAL (loans), CENTURIAN REAL ESATE (apartments in Ontario.) and AVENUE LIVING (apartments in the prairies)
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‘historical analysis does not reflect future returns’