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Outcome Wealth Management manages portfolios comprised of large, liquid ETFs. Our strategies are designed to provide efficient global diversification, offer better protection in bear markets, and deliver higher long-term returns.
GTAA Growth (USD-based accounts)
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2017 | -- | -- | -- | -- | -- | -- | -- | 1.3% | 0.9% | 1.1% | 0.5% | 1.4% | 5.4% |
2018 | 2% | -3.4% | -0.2% | -0.1% | 0.4% | 0.6% | 1% | 0.7% | -0.4% | -2% | -0.1% | 0.9% | -0.8% |
2019 | 1.1% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.1% |
GTAA Growth (CAD-based accounts)
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2017 | -- | -- | -- | -- | -- | -- | -- | 0.1% | 0.5% | 1.6% | 0.5% | 1.3% | 7.7% |
2018 | 1.3% | -2.7% | -0.3% | -0.2% | 0.6% | 0.8% | 0.9% | 0.9% | -1.1% | -1.7% | 0.2% | 1.6% | 0.2% |
2019 | 0% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
During January, the GTAA Growth strategy continued to shun growth-sensitive assets, with the portfolio 75% invested in short-term U.S. investment grade corporate bonds, which rose 1.3%, and 25% invested in long-term U.S. Treasuries, which rose 0.4%. For our Canadian dollar-based accounts, this gain was tempered by our 25% short exposure to the Canadian dollar, which rose 3.8% vs. its U.S. counterpart.
For February, our models have made significant adjustments to the portfolio. Specifically, we have initiated 10% long positions in the following seven markets: Canadian stocks, emerging market stocks, U.S. REITs, international REITs, emerging market sovereign bonds, U.S. preferred shares, and U.S. high yield bonds. The remaining 30% of portfolio is allocated to short-term investment grade corporate bonds (22.5%) and long-term Treasuries (7.5%).