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Happy 2023, we hope you had a wonderful and healthy year and were able to spend some quality time with family and friends!
2022 was a challenging year for global markets and the Carpe Diem portfolio performed similarly in-line with the benchmarks.
Looking ahead the global economy will likely have a mild recession.
Investors will be paying close attention to the inflation reports to
see when the central banks will stop raising interest rates. This
pause should improve consumer sentiment as investors re-focus on
corporate earnings growth.
We envision a continuing rotation from growth to value, with a
preferred focus on free cash flow and dividend payers. The key is to
stay diversified across asset classes and patient investors should
take advantage of equity market pullbacks to dollar cost average into
the high quality companies of the Carpe Diem basket.
Energy 10.1% Technology 23.8%
Communication Services 6.6% Consumer Discretionary 8.6%
Utilities 2.9% Consumer Staples 12.1%
Real Estate 4.6% Health Care 7.0%
Financials 19.9% Others 4.4%
Time-weighted gross portfolio Performance
3 Months 1 Year 2 year 3 year 4 year Aug. 1 2018
Carpe Diem Portfolio
6.15% -9.45% 3.94% 7.45% 12.01% 9.17%
Benchmark: 50%S&P/TSX TR + 50% S&P TR
6.11% -9.11% 7.22% 8.50% 12.18% 8.69%