Couch Potato Portfolio Posts Modest Gains
Performance continues to improve but still lags more active strategies Our couch potato portfolio posted a modest 0.33% gain in the three month period ending April 30. Since its January 2008 launch, the portfolio has risen by a mere 1.03% per year on an annualized compounded basis, or a total return of 4.52%. It was once again the iShares S&P 500 Index Fund (CAD Hedged) (TSX: XSP) leading...
Read MoreETF Recommended List Review
With volatility returning to the markets, caution is warranted with a renewed focus on quality As we entered into 2012, our expectation was that markets would remain volatile for a number of reasons including the ongoing uncertainty coming out of Europe, worries over the health of the U.S. economy and concerns of an economic slowdown in China and other emerging markets. During the first quarter,...
Read MoreSteadyhand Turns Five
Client focused firm working to make clients better investors After having worked in the investment industry since 1994, I have developed a healthy sense of skepticism and cynicism which prevents me from getting too impressed when a fund company celebrates an anniversary or reaches a milestone. That said I have to admit that seeing Vancouver based Steadyhand celebrate their fifth birthday...
Read MoreTD U.S. Blue Chip Equity Fund
As the name would suggest, the TD U.S. Blue Chip Equity Fund looks to provide long term growth by investing in medium and large sized “blue chip” companies that are located in the U.S. Managed by Larry Puglia of T. Rowe Price, the fund invests in stocks that have a market capitalization of at least $5 billion. Unlike other “blue chip” funds which tend to be more value focused, this one is managed using a more growth oriented process.
Read MoreMutual Funds and ETF Update – June 2012
In this edition, we take a look at the past five years from Steadyhand. We also take a look at our ETF Recommended List and our Couch Potato Portfolio. Many people like to adhere to the old adage of “sell in May and go away.” We take a look at the effectiveness of this strategy. We also review the concept of dollar cost averaging compared to lump sum investing.
Read More