March 2019 ETF Focus List Review
Last time around, I noted that I continue to favour the Invesco Senior Loan ETF (TSX: BKL.F) for exposure to the leveraged loan space largely on the higher quality portfolio it offers. During an extremely challenging period for credit markets, this ETF held up better than the other floating rate ETFs, gaining 1.10%. This narrowly outpaced the Mackenzie Floating Rate Income ETF. I continue to follow the Mackenzie offering closely and am looking to see how it continues to perform in a challenging environment.
Read MoreFebruary 2019 Model Portfolio Review
The market rally that kicked off the year in January kept on rolling through February with nearly all asset classes ending the month higher. Investor’s appetite for risk remained strong with small and mid-cap stocks outperforming large caps. The Russell 2000 gained 5.2% and the S&P 500 rose by 3.2%. The trend held globally as the MSCI World Small Cap Index was up by 3.8%, outpacing the large...
Read MoreWRAP Funds Report – February 2019
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 – February 2019
With environmental, sustainability, and governance factors 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...
Read MoreInvestment Fund Ranking Report – February 2019
Each month, we analyze nearly 2500 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 based on a number of key risk / reward metrics. You can download our February 2019 Investment Fund Ranking Report here.
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