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Global equity markets ended the second quarter on a positive note and
new record. The Q2 Carpe Diem equity portfolio had a very strong
quarter as the gains were broad-based. The successful vaccination
drive, progressive reopening of economies and rebounding consumer
demand have all contributed to driving corporate profits and stock
markets higher. After a period of robust economic activity, the future
pace of global growth will likely slow. I expect in the second half of
the year, given the high equity market valuations, there’s more
potential for choppiness. Overall, the strong consumption trend and
market fundamentals for the economy and markets remain constructive.
The positive underlying trends such as: excess savings, rising
employment, consumer demand and sentiment, and accommodative central
banks, should all bode well for the Carpe Diem holdings. Do take care
and please call us should you have any questions or requests.
Energy 7.6% Technology 20.3%
Industrials 2.5% Communication Services 7.0%
Consumer Discretionary 3.9% Utilities 3.0%
Consumer Staples 10.4% Real Estate 5.2%
Health Care 8.6% Others 16.6%
Time-weighted gross portfolio Performance 3 Months 6 Months 1 Year Aug. 1 2018
Carpe Diem Portfolio 6.05% 10.09% 26.98% 14.94%
Benchmark: 50%S&P/TSX TR + 50% S&P TR 7.80% 14.76% 30.98% 13.34%