Cynergy Research Services

Global Equity Analysis, Investment Opinions, and Model Portfolio

"Connecting The Dots: Boring Can Be Beautiful"

The Cynergy Research "Global Growth Model Portfolio" is diversified amongst the biggest, best, most resilient, profitable, and growing publicly-traded companies in the world, with a 10.4% compound annual rate of return in CDN$ terms during the last 5 years, and 8.1% in US$ terms:

CDN$1 invested in our Model Portfolio companies on  January 1st, 2018, would have grown to CDN$1.64 by December 31, 2022.  This equates to a compound annual rate of return of 10.4% over the 5 year time-span. 

The same dollar invested in the TSX Total Return Index companies over the same 5 years would have returned only CDN$1.39, a gap of 25% (5% per year). This equates to a compound annual rate of return of only 6.9%.    

Our thesis is simple: less than 1% of all U.S. publicly-traded companies going back almost 100 years are responsible for the majority of wealth creation (over and above 30-day Treasury Bill returns), and only 4% of companies provided all of the excess wealth creation. Therefore, our job at Cynergy Research Services is to:

If you are a self-directed investor who wants to leverage off independent and unbiased professional research, be globally diversified in your holdings, and enjoy steadily-rising dividend income along with growth in your capital base, our service offering is designed for you. 

Would you like to learn how we accomplish this each year? See the About Us & Testimonials pages.