Model Portfolio Review – August 2014
Each of the portfolios was firmly in positive territory in August. The Growth Portfolios were the strongest performers, and the Strategic Models outpaced the Tactical Models. You can download the full portfolio review here. While performance was decent, they again lagged their respective benchmarks. The main reason for this underperformance is many of our favourite funds tend to be much...
Read MoreWRAP Funds Report – August 2014
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
Read MoreSocially Responsible Investing Report – August 2014
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the August 2014...
Read MoreInvestment Fund Ranking Report – August 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 August 2014 Investment Fund Ranking Report here.
Read MoreETF Focus List – September 2014
Welcome to our inaugural edition of our ETF Focus List. The goal of this list, like our Recommended List of Funds, is to help you narrow your focus on what we believe to be the best ETFs available in a wide range of asset classes. You can download a PDF copy of this report here. List Changes Additions PowerShares Tactical Bond ETF (TSX: PTB) – With yields likely to start moving...
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