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 13.9% compound annual rate of return in CDN$ terms during the last 7.2 years, and 11.5% in US$ terms:


One dollar Canadian invested in our Model Portfolio companies on January 1st, 2018, would have grown to CDN$2.38 by December 31, 2024.  This equates to a compound annual rate of return of 13.2% over the 7 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$1.90, a gap of 53% (7.6% per year).  This equates to a compound annual rate of return of only 9.6%.    

Cynergy Research is "more than just a research service":  we originally started doing this research for our own family capital investments and we are pleased to have achieved steady success over the decades.  The companies we recommend in the Model Portfolio reflect our own family portfolio companies that have been carefully selected over time.  In all the years we have had an occasional failure, however the many successes have been material.  We only recommend companies to our clients which we are also invested in.

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:

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. 

Learn how we accomplish this each year and see the About Us & Testimonials pages.