I’ve launched a new fantasy portfolio on the money4retirement.ca website to track secular, or thematic trends for investors.
A secular trend is:
An investment trend associated with some characteristic or phenomenon that is not cyclical or seasonal but exists over a relatively long period.
The rationale for doing this and the initial portfolio structure is presented here.
The first secular trends fantasy portfolio tracking report (and its benchmark) is presented here.
I’ve also added a new menu option called “Secular trends and investing” on the site for quick access.