Cambridge Canadian Equity Class
Fund Card With a gain of 1.5% the fund managed to outperform the S&P/TSX Composite Index, but trailed its peer group. The managers have kept the sector positioning mostly unchanged over the quarter, adding slightly to consumer staples and financials, while reducing consumer discretionary names. At the end of the year, it looked much different than the broader Canadian equity market, with...
Read MoreFranklin U.S. Rising Dividends Fund
Fund Card When I first added this fund to the Recommended List I really liked its risk adjusted return profile. While it often lagged the broader market on an absolute basis, it’s lower than average volatility and excellent downside protection more than made up for it. This time however, it sold off more severely than the market and the overall volatility profile was also increasing. Looking...
Read MoreTop Funds Report – February 2016
. Download a PDF Copy of this report . . Rocky Start to 2016 Volatility remains high and markets on a wild ride, testing investor patience… As much as 2015 was a tough year for investors, the first few weeks of 2016 have been even more challenging. Equity markets have been hit hard, selling off sharply, and in recent days, bouncing off lows to recover some of the drawdowns. The S&P/TSX...
Read MoreJanuary 2016 Portfolio Review
Putting it lightly, January was an ugly month for investors, and while the portfolios all outperformed their benchmarks, each finished the month in negative territory. You can download our standard monthly portfolio report here. For those looking for even more detail, I am also providing additional reports generated from Morningstar which show even more detail regarding the portfolios. A summary...
Read MoreRecommended List of Funds – January 2016
. Download the PDF Version of the report here . List Changes . Additions There were no funds added to the list this month. Deletions Franklin U.S. Rising Dividends Fund (TML 201 – Front End Units, TML 301 – DSC Units) –When I first added this fund to the Recommended List I really liked its risk adjusted return profile. While it often lagged the broader market on an absolute basis, it’s lower...
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