Sign up to save your podcasts
Or
Share 2024 in Review: Investment Strategies, Market Trends, and What’s Next for 2025
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
2024 in Review: Investment Strategies, Market Trends, and What’s Next for 2025
In this episode, we delve into the intricacies of our various investment strategies, providing a detailed analysis of their performance and offering valuable insights for investors.
The Canadian Momentum strategy did well in 2024 (~18%) but it did slightly underperform compared to the TSX Total Return index. However, the strategy is still outperforming in the longer 3 and 5 year horizons.
Our Enhanced Index strategies also did well and handily outperformed comparable target risk portfolios developed by Morningstar. This was true for both the Aggressive Growth (80/20) and Growth (65/35) iterations of the strategy.
And finally, while it's track record is short at only 4 months, the Canadian High Dividend Strategy is also outperforming its benchmark in year-to-date returns and dividend yield.
We are happy to announce that we will likely be launching a US Momentum Strategy later this year, as our test account outperformed the S&P 500 in 2024. By analyzing two years of daily returns and incorporating a volume adjustment, we've refined our approach to maximize performance.
#momentuminvesting #investing #dividendinvesting #investmentstrategy #dividendyield
If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.
(00:00:35) Canadian Momentum Strategy Overview
Tarek discusses the performance of the Canadian momentum strategy compared to the TSX.
(00:02:20) Enhanced Index Strategies Returns
Tarek reviews returns of enhanced index strategies and their comparison to Morningstar benchmarks.
(00:03:40) New Canadian High Dividend Strategy
Tarek discusses the new Canadian High Dividend strategy and its initial performance.
(00:04:06) Market Trends in December
Tarek explains the market dynamics in December and the impact of the U.S. jobs report.
(00:05:24) Testing New U.S. Momentum Strategy
Tarek shares insights on testing a new momentum strategy in the U.S. market.
(00:06:35) Strategy Development Process
Tarek describes the use of data analysis and coding to refine the new momentum strategy.
(00:08:36) Future Plans for Strategy Rollout
Tarek outlines plans to implement the new strategy adjustments in client accounts.
View all episodes
By Tarek WilliamsIn this episode, we delve into the intricacies of our various investment strategies, providing a detailed analysis of their performance and offering valuable insights for investors.
The Canadian Momentum strategy did well in 2024 (~18%) but it did slightly underperform compared to the TSX Total Return index. However, the strategy is still outperforming in the longer 3 and 5 year horizons.
Our Enhanced Index strategies also did well and handily outperformed comparable target risk portfolios developed by Morningstar. This was true for both the Aggressive Growth (80/20) and Growth (65/35) iterations of the strategy.
And finally, while it's track record is short at only 4 months, the Canadian High Dividend Strategy is also outperforming its benchmark in year-to-date returns and dividend yield.
We are happy to announce that we will likely be launching a US Momentum Strategy later this year, as our test account outperformed the S&P 500 in 2024. By analyzing two years of daily returns and incorporating a volume adjustment, we've refined our approach to maximize performance.
#momentuminvesting #investing #dividendinvesting #investmentstrategy #dividendyield
If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.
(00:00:35) Canadian Momentum Strategy Overview
Tarek discusses the performance of the Canadian momentum strategy compared to the TSX.
(00:02:20) Enhanced Index Strategies Returns
Tarek reviews returns of enhanced index strategies and their comparison to Morningstar benchmarks.
(00:03:40) New Canadian High Dividend Strategy
Tarek discusses the new Canadian High Dividend strategy and its initial performance.
(00:04:06) Market Trends in December
Tarek explains the market dynamics in December and the impact of the U.S. jobs report.
(00:05:24) Testing New U.S. Momentum Strategy
Tarek shares insights on testing a new momentum strategy in the U.S. market.
(00:06:35) Strategy Development Process
Tarek describes the use of data analysis and coding to refine the new momentum strategy.
(00:08:36) Future Plans for Strategy Rollout
Tarek outlines plans to implement the new strategy adjustments in client accounts.