Cynergy Research Services

Global Equity Analysis, Investment Opinions, and Model Portfolio

"Connecting The Dots"

The Cynergy Research "Dividend & Growth Model Portfolio" is diversified amongst the biggest, best, most resilient, profitable, and growing publicly-traded companies in the world, with a 15% compound annual rate of return in CDN$ terms during the last 3.75 years, and 14.1% 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: 15.5% as of September 30 (2.5% behind the Index). Returned 15.9% in US$ terms.

CDN$1 invested in our Model Portfolio companies on January 1st, 2018, would have grown to CDN$1.46 by December 31, 2020. This equates to a compound annual rate of return of 13.5% over the 3 year time-span. When year to date 2021 is included the compound annual rate of return rises to 15%.

The same dollar invested in the TSX Total Return Index companies over the first 3 years would have returned only CDN$1.18, a gap of 28% (~9.3% per year). This equates to a compound annual rate of return of only 5.7%.

  • Global diversification outside Canada works

Our thesis and process 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 wealth creation, therefore our job at Cynergy Research Services is to:

  • include as many of the current top 1% in the Model Portfolio as is practical and possible,

  • include other 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.

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.