ETF Focus List – June 2017
Additions
None
Deletions
None
ETFs of Note
Vanguard Canadian Aggregate Bond ETF (TSX: VAB) – Bonds did well over the three months ending April 30, as Canadian yields drifted lower across the board. At the short end of the curve, the yield on the Canadian five-year benchmark bond fell from 1.11% to 1.00%, while the ten-year dropped from 1.75% to 1.54%. At the long end of the curve, yields fell from 2.41% to end the period at 2.16%. Because bond prices move in the opposite direction of yields, bonds rallied higher, with this ETF, which represents a broad spectrum of Canadian bonds, gaining a very respectable 2.9%.
Read MoreMay 2017 Portfolio Review
It was a tough month for the portfolios, with each ending in negative territory, and lagging their respective benchmarks. The strongest showing came from our Growth Portfolio, which was flat on the month, while our Moderate Balanced Portfolio was down 0.5%, trailing its benchmark by more than 100 basis points. For a detailed review of the portfolios’ performance and risk reward metrics, you can...
Read MoreSocially Responsible Investing Report – May 2017
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 May 2017...
Read MoreWRAP Funds Report – May 2017
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 MoreInvestment Fund Ranking Report – May 2017
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 May 2017 Investment Fund Ranking Report here.
Read MoreApril 2017 Portfolio Review
Each of the portfolios posted strong gains in April, led by the all equity Growth Portfolio, which gained 3.7%, outpacing its benchmark. Our Balanced Portfolio gained 2.2%, and our fixed income focused Conservative Portfolio rose by a more modest 1.1%, each lagging its benchmark.
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