The September TS Model Portfolios report has now been posted.

Highlights in this publication are the signs of a near-term bull market top. The inverted US yield Curve, the 2022 movement from risk (discretionary) to safety (staples) and growth (Russell 2000 Growth Index) to value (Russell 2000 Value Index).

The Growth Portfolio also discusses its action plan over the next few months leading up to the expected market peak in Q1-Q2.

The TS Growth Portfolio continues to outperform the benchmark S&P 500 with a -15.36% ytd return vs the US index at -17.02%. The TSX performed well ytd with only a -8.92% decline.