The model portfolio has had another good year so far, up 34% as of November. While the last month has been tough, we would expect the model portfolio to be well ahead of the TSX composite at year-end. In April we unveiled the income portfolio, which targets a 4% to 5% average yield.  While it is a fairly short timeframe, so far so good for the income portfolio with performance that * should * outperform the TSX composite thanks to a low weighting in the energy sector. In the New Year, we also plan to unveil a growth portfolio for members, which we are excited about. 

We issued many new reports and saw various takeovers of coverage companies including Tim Hortons, Carfinco, Glentel, Healthlease, Aastra Technologies, DDS International and Contrans.  Needless to say, we have a lot of new reports that we need to issue and are excited about some of the companies in the lineup.

Our blog has also taken off with an increased level of free and members-only content. Here are four of our most popular blogs over the year:

• Overblown Corrections
• Five Small-Cap Rules to Live by
• Five Reasons to Still Love the Energy Sector
• What to do When the Market Keeps Dropping

And here are three pieces you may have missed:

• Market Proxies
• Why we Should View Investing Like Buying a House
• David vs. Goliath

The year has flown by but it has been exciting and as usual, the markets have humbled investors with the TSX taking a sharp turn in the last quarter, giving up all of the gains in what was looking like a very strong year. We can only hope for a similar year next year only without the oil rout. At 5i, we hope for many more takeovers amongst our coverage companies, strong returns in the model portfolios and continued improvements to our service for our members.

All the best.