RowanOak Commentary – November 3, 2020

It’s more than not selling when markets go down!
RowanOak Commentary – November 3, 2020

The Dynamic Real Estate & Infrastructure Fund continues to recover and has been on a nice little run, especially compared to how the rest of North American markets have recently stalled out:

As of October 6, 2020:

Investment 1 Week 1 Month 3 Month 6 Month
DYN Real Estate & Infrastructure 3.00% 4.15% 7.58% 18.32%
S&P/TSX Composite Index 0.20% 1.16% 4.93% 18.43%

Year to Date Returns as of October 30, 2020:

S&P 500 Index 2.76%
S&P/TSX Composite Index (6.11%}

Returns for DYN Real Estate & Infrastructure are for Series F of the Fund.
Returns for the S&P/TSX Composite Index and S&P 500 Index are shown in their local currency with reinvested dividends.

While the fund is still working its way back to glory, the great news is that the fund is:

  • Enjoying an accelerated recovery and return profile in general
  • Still paying an attractive 7% yield

Demonstrating the lower correlation that these essential services have traditionally delivered. The following article is an excellent read on “Real Assets” and their outlook. RowanOak is still very positive for the outlook for your fund and its constant monthly cash flow it continues to give you.

Please take a couple of minutes to read the article. Click here to read the article.

Kind regards and stay safe

Paul Rowan
President, Chief Executive Officer
Chairman of Investment Committee

RowanOak Private Wealth Counsel

Over the last 20 years, RowanOak Private Wealth Counsel has gained the reputation of an industry-leading innovator for its approach to wealth management. Considered a pioneer in providing the highest standards of proactive advice and planning, the RowanOak team places the interests of its clients first in all aspects of the practice.

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