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Investment Fund Ranking Report – October 2017

Posted by Dave Paterson on Nov 13, 2017 in Monthly Ranking Reports | 0 comments

Each month, we analyze nearly 2000 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 October 2017 Investment Fund Ranking Report here.

September 2017 Portfolio Review

Posted by Dave Paterson on Oct 14, 2017 in Paterson Portfolio Review | 0 comments

Looking back through time, September and October have been the most difficult months for investors. If there is a big drop in the equity markets, chances are, it’ll happen during these two months. Well touch wood, one down, and one to go, with September being a decent month for most investors. Global equity markets were mostly higher, while Canadian fixed income markets closed lower on rising...

Investment Fund Ranking Report – September 2017

Posted by Dave Paterson on Oct 14, 2017 in Monthly Ranking Reports | 0 comments

Each month, we analyze nearly 2000 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 2017 Investment Fund Ranking Report here.

Top Funds Report – August 2017

Posted by Dave Paterson on Aug 18, 2017 in Top Funds Report | 0 comments

July was a continuation of June, with bonds down on worries over higher interest rates, and equity market were mixed with a stronger Canadian dollar acting as a further headwind

July saw Bank of Canada Governor Steven Poloz pull the trigger, pushing the Bank’s key overnight lending rate higher by 0.25%. This move has sent yields up, with the yield on the Canada five-year bond move from 1.38% on June 30, to 1.65% on July 31. There was similar movement across the yield curve, with the Canada ten-year moving from 1.75% to 2.06%, and the long bond moved from 2.13% to 2.47%. This rise in yields pushed bond prices lower, with the long end of the curve taking most of the damage.

July 2017 Portfolio Review

Posted by Dave Paterson on Aug 14, 2017 in Paterson Portfolio Review | 0 comments

July was a continuation of June, with bonds down on worries over higher interest rates, and equity market were mixed with a stronger Canadian dollar acting as a further headwind. In this environment, the portfolios were again in negative territory. The Conservative Portfolio lost 1.1%, the Balanced Portfolio was off by 1.4%, and our Growth Portfolio fell by 1.7%. For a detailed review of the...