Evidence Based Tactical Portfolio Management

The MWP Elementum Portfolios utilize primarily low-cost Exchange Traded Funds (ETFs), following time-tested strategies backed by academic research. "Elementum" is the Latin word for "factor". In addition to balancing the mix between stocks and income, we regularly ensure investment factors such as size (large capitalization stocks to small and mid cap) and style (value vs growth) are kept in balance. 

MWP Elementum Growth

Overall Asset Allocation

60-70% stocks. Neutral: 65%

20% Bond Sleeve

A low-cost aggregate bond ETF.

10% Canadian Equity Sleeve

A low-cost factor-based ETF holding dividend growers of all sizes.

25% U.S. Equity Sleeve

U.S. listed index ETFs and an actively managed small cap mutual fund.

25% International Equity Sleeve

Split one-third EAFE index ETF, two-thirds into two actively managed funds.

20% Tactical Sleeve

Up to one-quarter individual high-conviction stock holdings, up to half equities, remainder income investments and cash.

 

Suitable for investors able to tolerate moderate volatility, with at least a 10 year time horizon before most of their investments are needed.

MWP Elementum GlobalEx

Overall Asset Allocation

80-100% stocks. Neutral: 90%

No Bonds

This portfolio's objective is to maximize return, not manage equity market risk.

10% Canadian Equity Sleeve

A low-cost factor-based ETF holding dividend growers of all sizes.

30% U.S. Equity Sleeve

U.S. listed index ETFs and an actively managed small cap mutual fund.

30% International Equity Sleeve

U.S.-listed ex-U.S. all market index.

30% Tactical Sleeve

Individual high-conviction stock holdings, attractive sectors, additional emerging markets and small-cap exposure, cash.

 

Suitable for long term (>20 year) time horizons for investors able to accept a very high degree of volatility in their investments.

Why Elementum Growth?

Why did I create a discretionary portfolio for my clients on our Private Investment Management platform and what's it all about? (read more)

Does Active Investing Work in the Information Age?

Marketing from mutual fund companies seems to suggest they can still consistently beat the market, but can they really. Are they really even? Or is it an illusion? (read more)

Why Index? 

Many people espouse index funds because of their low cost and the overall less-than-stellar track record of active management... (read more)

Check back here in future for blog posts explaining our investment process in more detail, or subscribe to our newsletter below.

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