Investment Fund Ranking Report – October 2014
Each month, we analyze more than 1500 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe. You can download our October 2014 Investment Fund Ranking Report here.
Read MoreOctober 2014 Portfolio Review
You can download our full portfolio review here. It was another solid month for the portfolios, with all firmly in positive territory and all outpacing their benchmarks. Given the conservative nature of the portfolios, this is not unexpected. I have built these portfolios to deliver decent returns in most market conditions, with a particular emphasis on managing risk. Recent markets have...
Read MoreTop Funds Report – October 2014
Download the PDF Version of this report The Beginning of the End? Volatility returns with a vengeance leaving many asking if this is a repeat of 2008 Historically, September and October have been the cruelest months for investors, and this year is no exception. Between September 1 and October 15, the S&P/TSX Composite dropped by 12%, the MSCI EAFE plunged by nearly 15%, and the...
Read MoreRenaissance Optimal Growth & Income Portfolio
Like the highly regarded Renaissance Optimal Income Portfolio, this invests in a number of other funds offered by CIBC’s Renaissance brand. It is like a traditional 60/40 balanced portfolio. Within the fixed income sleeve, it provides exposure to not only traditional bonds, but also high yield, floating rate notes, and global bonds. The equity component is income focused, with the Renaissance...
Read MoreMackenzie Ivy Foreign Equity
When the global equity markets get rocky, this is the fund you’ll want to own. When markets are falling, this concentrated global offering has historically held up better than most. For example, in 2008 when the average fund was down 30%, it was down only 6.7%, and in 2011, the average fund was down 6.7%, yet this fund was higher by 3.2%. The tradeoff, of course, is that you will lag behind in a...
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