The Rosie Model Portfolio
Rosenberg Research Rosie Model Portfolio
Invest in ROSY & ROSY.U — the macro ETF engineered to capture market upside while protecting your capital during drawdowns.
TSX · CAD
ROSY
TSX · USD
ROSY.U
📈
+58.8%
Return Since Inception
Feb 15, 2023 → Q2 2026
🛡️
0.43
Low Beta vs. S&P 500
Reduced downside sensitivity
💵
2.7%
Current Yield
Distributed cash flows
Key Metrics
Performance Highlights — Q2 2026 Close
All figures net of fees
+58.8%
Return Since Inception
vs 55.0% 60/40 benchmark
+29.1%
2025 Return
vs 16.4% S&P 500 · 13.6% 60/40
+5.3%
2026 YTD Return
Zero Magnificent 7 exposure
1.10
Sharpe Ratio
Risk-adjusted excellence
0.43 / 0.72
Beta S&P 500 / 60·40
Muted market sensitivity
Investment Strategy
Bunting for Singles.
Happy with Doubles.
Limited Home Runs. No Strikeouts.
The Rosie Model Portfolio elevates capital preservation and cash-flow durability above speculative bubbles. Our discipline is built for compounding — not headlines.
- Outperformed the S&P 500 by +1,200 bps during the early 2025 tariff selloff.
- Captured ~90% of the market recovery surge that followed.
- Delivered +29.1% in 2025 without owning a single Magnificent 7 name.
Q1 2025 Tariff Selloff — Loss Mitigation
S&P 500-18.4%
60/40 Portfolio-11.2%
Rosie Model Portfolio-6.2%
Illustrative comparison based on the Rosie Model Portfolio track record. Past performance is not indicative of future results.
Founder Spotlight
David Rosenberg
Founder & Chief Economist
Rosenberg Research & Associates Inc.
Rosenberg Research & Associates Inc.
“
Perma bear is just a label. I see risk management, diversification, and capital preservation as nothing more than prudent wealth building.
David Rosenberg's path from top-ranked economist at Merrill Lynch, Gluskin Sheff, and beyond has now culminated in putting his own capital on the line with the Rosie Model Portfolio — a disciplined macro strategy built to compound wealth quietly through every market cycle.
Invest Alongside David →Portfolio Construction
Dynamic Asset Allocation
A globally diversified, macro-driven allocation designed to compound through economic regimes.
Equities
50.6%
of portfolio
Equities — Holdings
50.6% total
| Strategic Commodity Miners | 18% |
| Energy & Refiners | 16% |
| Asia ex-Japan | 6% |
| Health Care | 4% |
| Canadian Pipelines | 4% |
| Cybersecurity | 2% |
| Defense Tech | 2% |
Currency Exposures
USD
75.5%
CAD
19.2%
AUD
5.3%
Conversion Engine
Invest in ROSY/ROSY.U
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