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.

info@towerasset.ca

(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.