Top Funds Report – June 2016
Download a PDF Copy of this report Fed Stands Pat. Markets Worry over Brexit Worries over interest rates and fallout over potential Brexit increases volatility levels… As the June 23 vote on Britain’s future with the European Union approaches, investors have become increasingly worried, pushing volatility levels higher. The result has been a modest selloff in global equity markets,...
Read MoreETF Focus List – June 2016
Download PDF Version of this Report . Additions PowerShares S&P/TSX Composite Low Volatility ETF (TSX: TLV) – Low volatility funds and ETFs continue to be popular choices with investors. It’s not too difficult to understand why they are appealing, with the prospect of market like returns over the long term combined with lower downside. The problem I see with many of the low volatility...
Read MoreMay 2016 Portfolio Review
After a disappointing April, the portfolios rebounding nicely, with each finishing firmly in positive territory. Even better, the more growth focused portfolio, Balanced, Balanced Growth and Growth all outpaced their respective benchmarks. You can download our standard monthly portfolio report here. For those looking for even more detail, I am also providing additional reports generated from...
Read MoreSocially Responsible Investing Report – May 2016
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 May 2016...
Read MoreWRAP Funds Report – May 2016
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...
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