Dave

Investment Fund Ranking Report – January 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 January 2019 Investment Fund Ranking Report here.

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Investment Fund Ranking Report – November 2018

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 November 2018 Investment Fund Ranking Report here.

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October 2018 Model Portfolio Review

I will just come right out and say it. I hate October. Sure, the changing leaves make it a beautiful time of year to pack up the family and take a relaxing drive through the country, the NHL and NBA seasons kick off in earnest, and the Thanksgiving holiday gives us time to pause and reflect with friends and family about how grateful we are for all that we have. But, there is a dark side to the...

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Investment Fund Ranking Report – September 2018

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 September 2018 Investment Fund Ranking Report here.

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August 2018 Portfolio Review

The dog days of summer were in full force in August as many traders took some down time. Market volumes and new issue activity were down, resulting in a mixed month on the markets. Canadian bond markets were mostly higher as yields eased. The FTSE/TMX Canada Universe Bond Index ended up 0.75%, with corporates outpacing governments on a slow new issue calendar and tight dealer inventories.

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