Benchmarks for Portfolios - June

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:

TD Bond

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)


The views expressed do not necessarily reflect the opinion of Argosy

Securities Inc. 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’

#benchmarks #InvestmentPortfolio #Portfolio #targetassetallocation

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