Redwood Emerging Markets Dividend Fund
When you think about the emerging markets, you generally think high risk, volatile investments. Typically, that’s the case, but the Redwood Emerging Markets Dividend Fund is a fund that may get you to rethink that. What makes this fund so different is the fact that it focuses on dividend paying companies in the emerging markets that have the potential to not only maintain, but also grow their...
Read MoreRenaissance Optimal Income Portfolio
Despite being made up of a mix of largely middle of the road funds, the fund of fund continues to offer investors strong risk adjusted returns and cash flow, all at a reasonable price. TheportfolioisafairlystaticmixofRenaissance offered funds. Thetargetassetmixis 60% fixed income and 40% high yielding equities. This stays consistent, with turnover averaging less than 2% a year for the past five...
Read MoreTop Funds Report – April 2015
Download a PDF Copy of this report Oil Hits Canadian Economy GDP growth turns negative in January. Believed to be a precursor to dismal Q1 numbers. With oil continuing to struggle, the impact is starting to be felt across the entire Canadian economy. Earlier this month, Statistics Canada reported that GDP shrank by 0.1% in January, a stunning reversal of December’s...
Read MoreMarch 2015 Portfolio Review
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 report can be downloaded here, while the more detailed report can be downloaded here. After a strong start to the year, the portfolios took a breather, with only the...
Read MoreSocially Responsible Investing Report – March 2015
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 March 2015...
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