Cynergy Research Services
Global Equity Analysis, Investment Opinions, and Model Portfolio
"Connecting The Dots: It's a Market of Stocks, Not a Stock Market"
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 13.4% compound annual rate of return in CDN$ terms during the last 6.25 years, and 11.5% 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 13.4% compound annual rate of return in CDN$ terms during the last 6.25 years, and 11.5% 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: 21.44% (9.7% ahead of the Index). Returned 23.7% in US$ terms.
- 2024: 9.9% YTD to March 30 (1.6% ahead of the Index). Returned 7.8% in US$ terms.
CDN$1 invested in our Model Portfolio companies on January 1st, 2018, would have grown to CDN$1.99 by December 31, 2023. This equates to a compound annual rate of return of 12.2% over the 6 year time-span. (In contrast, the past 6-year compound annual rate of return from the Model Portfolio of a top independent brokerage firm was only ~10.5%)
CDN$1 invested in our Model Portfolio companies on January 1st, 2018, would have grown to CDN$1.99 by December 31, 2023. This equates to a compound annual rate of return of 12.2% over the 6 year time-span. (In contrast, the past 6-year compound annual rate of return from the Model Portfolio of a top independent brokerage firm was only ~10.5%)
The same dollar invested in the TSX Total Return Index companies over the same period would have returned only CDN$1.56, a gap of 43% (7% per year). This equates to a compound annual rate of return of only 7.7%.
The same dollar invested in the TSX Total Return Index companies over the same period would have returned only CDN$1.56, a gap of 43% (7% per year). This equates to a compound annual rate of return of only 7.7%.
- Global diversification outside Canada works!
Our thesis is surprisingly simple: less than 1% of all U.S. publicly-traded companies going back almost 100 years are responsible for the majority of stock market 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 surprisingly simple: less than 1% of all U.S. publicly-traded companies going back almost 100 years are responsible for the majority of stock market 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.
