'For What it's Worth' Feb 7th 2019...Ugly December - Beautiful Start to 2019

February 7, 2019

 

 

While December 2018 was one of the worst in history for global equity markets the start to 2019 has been one of the best as the chart below shows.

 

From the start of December till now the Canadian Market (TSX) is up just over 2.5% and the U.S. market is down slightly at 1.03%. Emerging markets are up almost 6% over this time frame.

 

Those who threw up there hands in frustration near the end of December (it was a difficult 3 months) may have missed the recent rally.  I am in no way suggesting that the ride for 2019 will be smooth…it hardly ever is.    I am suggesting (strongly) that timing the market is very difficult and we are best served by sticking to the longer term plan (hopefully there is one).

 

My continuing message is DIVERSIFY-DIVERSIFY-DIVERSIFY…not just between cash, bonds and stocks BUT between all assets classes available.

 

Take a few minutes and look at the attached link for CPP (Canada Pension Plan)  See how they are invested and emulate this.  That is what our goal is.

 

Real Estate

http://www.cppib.com/en/what-we-do/real-invest-overview/real-estate/#/sample-investments

 

Infrastructure

http://www.cppib.com/en/what-we-do/real-invest-overview/infrastructure/#/our-investments

 

Power

http://www.cppib.com/en/what-we-do/real-invest-overview/power-and-renewables/#/our-investments

 

Private Equity

http://www.cppib.com/en/what-we-do/private-equity-overview/direct-private-equity/#/our-investments

 

 

Disclaimer:

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.

 

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

 

‘historical analysis does not reflect future returns’

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