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Global equity markets lost some upside momentum in September, but the Carpe Diem basket ended the third quarter on a positive note. Going forward I expect the future pace of global growth to likely slow. Q4 will be focused on corporate earnings and investors should expect more volatility based upon higher: equity valuations, inflation, interest rates, and energy prices; and concerns over the U.S. debt ceiling and events in China. The key is to stay diversified across asset classes as the leading economic data still favours quality equities. The big picture indicates strong consumption trends and encouraging economic and market fundamentals. So patient long-term investors will be rewarded with the Carpe Diem holdings.
Energy 8.0% Technology 21.2%
Industrials 2.8% Communication Services 7.1%
Consumer Discretionary 4.2% Utilities 3.1%
Consumer Staples 9.7% Real Estate 5.3%
Health Care 8.5% Others 15.2%
Time-weighted gross portfolio Performance 3 Months 6 Months 1 Year Aug. 1 2018
Carpe Diem Portfolio 0.46% 6.54% 20.29% 13.85%
Benchmark: 50%S&P/TSX TR + 50% S&P TR 1.79% 9.73% 26.17% 12.85%