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...
Read MoreRecommended List of Funds – October 2018
he past few quarters have been a challenge for bond investors with central banks starting to remove stimulus and moving towards normalizing their interest rate policies. Over the past two years, the FTSE/TMX Canada Universe Bonds Index is lower by an annualized 0.7% to the end of September. The environment is not likely to get any easier in the next little while either, with worries over inflation becoming more real, the yield curve continues to flatten and worries over it inverting remain in view. Further, there are growing concerns over the credit quality of many of the issues in the lowest rated part of the investment grade bond universe. With these challenges, a low-cost passive bond fund, or even a core only product may not be your best option.
Read MoreWRAP Funds Report – October 2018
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...
Read MoreSocially Responsible Investing Report – October 2018
With environmental, sustainability, and governance factors 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...
Read MoreInvestment Fund Ranking Report – October 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 October 2018 Investment Fund Ranking Report here.
Read MoreWRAP Funds Report – September 2018
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...
Read More