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:
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:
- 2018: 5.4% (beating the TSX Total Return Index by 14.3%). Returned -3.5% in US$ terms.
- 2019: 22.2% (tied the TSX TR Index). Returned 26.7% in US$ terms.
- 2020: 13.4% (beating the TSX TR Index by 7.8%). Returned 15.9% in US$ terms.
- 2021: 23.6% (1.5% behind the Index). Returned 24.3% in US$ terms.
- 2022: -9% (3.2% behind the Index). Returned -16.1% in US$ terms.
- 2023 YTD (March 16): 6.8% (6.2% ahead of the Index). Returned 5.9% 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.
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%.
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%.
- Global diversification outside Canada works
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:
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:
- include as many of the current top 1% in the Model Portfolio as possible, guided by diversification requirements;
- include Canadian & International companies in the Model Portfolio that share the "1%" characteristics;
- monitor up-and-coming companies for inclusion in the Model Portfolio as they are on their way to global scale, and
- weed out former top companies when they've reached their peak and are about to begin their decline.
- Mediocrity has a cost.
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.
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.
