{"id":50393,"date":"2023-08-04T18:01:37","date_gmt":"2023-08-04T18:01:37","guid":{"rendered":"https:\/\/www.inovestor.com\/2023\/08\/commentaire-daout-du-gestionnaire-de-portefeuille-pour-le-mois-de-juillet\/"},"modified":"2023-08-04T18:01:37","modified_gmt":"2023-08-04T18:01:37","slug":"commentaire-daout-du-gestionnaire-de-portefeuille-pour-le-mois-de-juillet","status":"publish","type":"post","link":"https:\/\/www.inovestor.com\/fr-ca\/2023\/08\/commentaire-daout-du-gestionnaire-de-portefeuille-pour-le-mois-de-juillet\/","title":{"rendered":"Commentaire d&rsquo;ao\u00fbt du gestionnaire de portefeuille pour le mois de juillet"},"content":{"rendered":"<p style=\"margin-top: 0in; background: white;\"><span style=\"font-family: Poppins; color: #01183e;\">En juillet, le S&amp;P\/TSX a augment\u00e9 de 2,6%, le S&amp;P 500 de 3,2% et le MSCI ACWI ex USA de 4,1%.<\/span><\/p>\n<p style=\"margin-top: 0in; background: white;\"><span style=\"font-family: Poppins; color: #01183e;\">\u00c0 la fin de la p\u00e9riode de 12 mois se terminant le 31 juillet, le S&amp;P\/TSX a progress\u00e9 de 8,2%, le S&amp;P 500 a fait mieux et a augment\u00e9 de 13%, tandis que le MSCI ACWI ex USA a r\u00e9alis\u00e9 la meilleure performance et a augment\u00e9 de 14%.<\/span><\/p>\n<p style=\"margin-top: 0in; background: white;\"><span style=\"font-family: Poppins; color: #01183e;\">En juillet, le NQICAT a augment\u00e9 de 3,1% et de 13,5% sur une base annuelle.<\/span><\/p>\n<p style=\"margin-top: 0in; background: white;\"><span style=\"font-family: Poppins; color: #01183e;\">Les meilleurs secteurs du TSX pour le mois de juillet ont \u00e9t\u00e9 les soins de sant\u00e9, en hausse de 18,5%, l&rsquo;\u00e9nergie, en hausse de 9,3%, et les mat\u00e9riaux, en hausse de 6,4%.<\/span><\/p>\n<p style=\"margin-top: 0in; background: white;\"><span style=\"font-family: Poppins; color: #01183e;\">Les secteurs les moins performants ont \u00e9t\u00e9 les t\u00e9l\u00e9communications (-6,3%), la consommation de base (-2,5%) et les services publics (-1,1%).<\/span><\/p>\n<p style=\"margin-top: 0in; background: white;\"><span style=\"font-family: Poppins; color: #01183e;\">Les meilleures performances mensuelles du NQICAT ont \u00e9t\u00e9 celles de goeasy Ltd. (+15,9%), ARC Resources Ltd. (+13,7%) et TFI International (+12,5%).<\/span><\/p>\n<p style=\"margin-top: 0in; background: white;\"><span style=\"font-family: Poppins; color: #01183e;\">\u00c0 l&rsquo;oppos\u00e9, les plus faibles contributeurs ont \u00e9t\u00e9 Telus Corporation, en baisse de 7,5%, Enghouse Systems, en baisse de 7,2%, et Intact Financial Corporation, en baisse de 4,8%.<\/span><\/p>\n<p style=\"margin-top: 0in; background: white;\"><span style=\"font-family: Poppins; color: #01183e;\">Le mod\u00e8le a exig\u00e9 une allocation sectorielle plus importante en faveur de la consommation discr\u00e9tionnaire, tout en r\u00e9duisant le secteur des mati\u00e8res premi\u00e8res. <\/span><\/p>\n<p style=\"margin-top: 0in; background: white;\"><span style=\"font-family: Poppins; color: #01183e;\">Nous avons vendu Nutrien Ltd (NTR) principalement en raison de son score SP inf\u00e9rieur et de son historique EVA moins robuste que celui des autres mat\u00e9riaux du portefeuille, \u00e0 savoir Stella-Jones Inc (SJ) et Labrador Iron Ore Royalty Corporation (LIF).<\/span><\/p>\n<p style=\"margin-top: 0in; background: white;\"><span style=\"font-family: Poppins; color: #01183e;\">Afin d&rsquo;augmenter notre allocation aux produits de consommation discr\u00e9tionnaire, nous avons achet\u00e9 Restaurant Brand International (QSR) en raison de son score SP \u00e9lev\u00e9 et de sa forte rentabilit\u00e9 dans tous les environnements de march\u00e9 par rapport \u00e0 d&rsquo;autres titres de consommation discr\u00e9tionnaire.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>En juillet, le S&amp;P\/TSX a augment\u00e9 de 2,6%, le S&amp;P 500 de 3,2% et le MSCI ACWI ex USA de 4,1%. \u00c0 la fin de la p\u00e9riode de 12 mois se terminant le 31 juillet, le S&amp;P\/TSX a progress\u00e9 de 8,2%, le S&amp;P 500 a fait mieux et a augment\u00e9 de 13%, tandis que le [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[781],"tags":[],"class_list":["post-50393","post","type-post","status-publish","format-standard","hentry","category-portefeuilles-modeles"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.3 (Yoast SEO v27.1.1) - 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