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The Carpe Diem basket has performed well year-to-date, up 10.1%. The basket also continues to deliver strong long term upside performance of 9.8% since inception.
The first three quarters of 2023 have witnessed strong North
American job growth, and a U.S. equity market surge, especially in the
technology sector. Investors bid up the mega cap technology and
energy stocks, but the rest of the stock market has lagged. Dividend
stocks have been depressed due to higher bond yields. Rising wage
demands and higher input costs are squeezing corporate profits and
slowing the global economy.
Given the economic backdrop of resilient inflation and elevated
interest rates, I recommend investors be more cautious and temper
their future earnings expectations. Looking ahead, investors should
plan to take advantage of market volatility by dollar cost averaging
The Carpe Diem basket offers investors a compelling, diversified, North American equity portfolio. With a focus on blue-chip, dividend and growth focused companies, long-term investors will be rewarded with dividend income and future capital gains potential.
Energy 13.8% Technology 19.9% Others 5.3%
Communication Services 5.3% Consumer Discretionary 9.4%
Utilities 2.4% Consumer Staples 7.3%
Real Estate 3.8% Health Care 5.7%
Financials 23.5% Industrials 3.5%
Time-weighted gross portfolio Performance
YTD 1 Year 2 year 3 year 4 year 5 year Aug. 1 2018
Carpe Diem Portfolio
10.15% 16.92% 3.69% 8.98% 9.96% 9.56% 9.82%
Benchmark: 50%S&P/TSX TR + 50% S&P TR
8.21% 14.83% 3.23% 10.40% 9.75% 9.19% 9.03%