Welcome to the Panther blog.
Here you will find articles with information about investing, trading, and the strategies that we backtest.
While robo-advisors like Wealthsimple provide portfolios with a number of risk levels, they generally don't show historical performance before inception. The goal of this article is to see how the Wealthsimple Growth portfolio would have performed in the past, assuming you invested $10,000 at the very end of 1987. By doing so, you can get an idea of how it performed in the 1990s and 2000s, and what it would have been like during the 2000 dot com bust and 2008 financial crisis.
This is a test of a Canadian variant of the Global Equities Momentum (GEM) strategy by Gary Antonacci, from his book Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk. In this article, we compare GEM to the performance of a balanced Couch Potato buy-and-hold portfolio. We use the balanced couch potato portfolio because of its fairly standard allocation of 60% equities and 40% bonds.