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. [email protected] (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.