Four little secrets that can significantly increase your returns in 2013

Four Secrets
To Significantly Increase Your
Returns in 2013
2013 World Outlook Financial Conference Vancouver, BC

Neil McIver, CIM Mark Jasayko, MBA, CFA

Director, Wealth Management & Portfolio Manager Portfolio Manager

©2012 Richardson GMP

p. 1

Mark Jasayko, Portfolio Manager

Secrets

1. Hedge Against Inflation
In North America
2. Embrace Inflation
In Japan

p. 2


Secrets

Bullion
Real Return Bonds
Consumer Staples

p. 3


Secrets

IGT (on TSX)
Real Return Bonds
Consumer Staples

p. 4


Secrets

IGT (on TSX)
XRR (on TSX)
Consumer Staples

p. 5


Secrets

IGT (on TSX)
XRR (on TSX)
SC,THI,CTC.A (TSX)

p. 6


Secrets

Japanese Stocks

p. 7


Secrets

DXJ (on NYSE)

p. 8


Secrets

DXJ (on NYSE)
Wisdom Tree
Japan Hedged Equity EFT

p. 9


2012 Forecast Results & 2013 Forecast Projections

1. Canadian Stocks
2013 – Flat

2012 – Flat

p. 10



2. US Stocks
2013 – Flat

2012 – Higher

p. 11



3. US Dollar (Globally)
2013 – Higher

2012 – Higher

p. 12



4. Canadian Dollar (vs USD)
2013 – Par to 90 cents

2012 – Around Par

p. 13



5. Interest Rates
2013 – Higher

2012 – Higher

p. 14



6. Gold
2013 – Higher

2012 – Higher

p. 15



7. Oil
2013 – Flat

2012 – Flat

p. 16



8. Natural Gas
2013 – Flat

2012 – Lower

p. 17



9. Food Commodities
2013 – Higher

2012 – Higher

p. 18



10. Canadian Real Estate
2013 – Lower

2012 – Lower

p. 19


Our Current Average

Portfolio Allocation February 2013

p. 20


Let’s see what we are currently holding in our Canadian Asset
Class Fund for our clients …

p. 21



p. 22



p. 23


Agrium
Bank of Montreal
Bank of Nova Scotia
CIBC
CN Rail
Canadian Oil Sands
Canadian Tire
Encana
Enbridge
Goldcorp
Loblaws
Manulife
Royal Bank
SNC Lavalin
Shaw
Shoppers Drug Mart
Suncor
Tim Hortons
Yamana Gold
p. 24

Conclusion

• Richardson GMP
- Largest non-bank-owned Investment Dealer in Canada
- With $14.5 billion in assets

- #1 Firm in Canada for Servicing High Net Worth Clients

• McIver Wealth Management Consulting Group
– Established 13 years ago
– Moved from a bank-owned firm and founded Richardson GMP in
Vancouver 8 years ago
– Provide all clients with Discretionary Portfolio Management
– Also, a complementary competency in Wealth Management

p. 25

Disclaimer

The opinions expressed in this report are the opinions of the authors and readers should
not assume they reflect the opinions or recommendations of Richardson GMP Limited or its
affiliates. Assumptions, opinions and estimates constitute our judgment as of the date of
this material and are subject to change without notice. We do not warrant the
completeness or accuracy of this material, and it should not be relied upon as such. Before
acting on any recommendation, you should consider whether it is suitable for your
particular circumstances and, if necessary, seek professional advice. Past performance is
not indicative of future results.

Richardson GMP Limited, Member CIPF
Richardson is a trade-mark of James Richardson & Sons, Limited. GMP is a registered
trade-mark of GMP Securities L.P. Both used under license by Richardson GMP Limited.

p. 27

Four little secrets that can significantly increase your returns in 2013

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