Recommended List of Funds – September 2013
Please download the full report here. During the quarter, I made a number of changes to the list. They are: Additions: TD U.S. Blue Chip Equity – Managed by T.Rowe Price using a bottom up stock selection process that looks to find companies that have strong management teams with the ability to effectively grow and manage free cash flow. The focus is on large cap growth names that also...
Read MoreTop Funds Report – October 2013
Download the PDF Version of this Report Last minute deal averts U.S. default Deal does little more than push problems back into the New Year. On Thursday, U.S. president Barack Obama signed a deal passed by Congress to reopen the government and raise the debt ceiling. Without this deal, it was a very real possibility that the U.S. would default on its debt, which could have caused a financial...
Read MoreLack of taper announcement pushes markets higher
As we entered September, investors were focused on the September meeting of the U.S. Federal Reserve’s Open Market Committee. The consensus was that this meeting would be when the Fed chair Ben Bernanke finally announced that they would begin to slow the pace of their massive bond buying program, signaling the beginning of the end for low interest rates. Traders were widely expecting a cut of...
Read MoreModel Portfolio Review – September 2013
Global equity markets were positive after the U.S. Federal Reserve shocked the markets and did not implement any tapering to their massive bond buying program. Expectations that a taper of between $10 and $20 billion would be announced at the September meeting. With no taper on the immediate horizon, both bond and equity markets rallied higher. Each of our portfolios was in positive territory in...
Read MoreTD U.S. Blue Chip Equity Fund
Fund Company TD Asset Management Fund Type U.S. Equity Rating B Style Large Cap Growth Risk Level Medium Load Status No Load / Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Larry Puglia since October 1996 MER 2.55% Code TDB 977 – No Load Units TDB 310 – Front End Units TDB 340 – DSC Units Minimum Investment $500 Analysis: As the name would suggest, the TD U.S. Blue...
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