December 2016 Portfolio Review
With most equity markets continuing to rally on the back of Trump’s surprising presidential victory, each of the portfolios finished the month in positive territory. Not surprisingly, the strongest showing came from our Balanced Growth and Growth Portfolios, which gained 0.4% on the month. The more conservative portfolios were still higher, with the Conservative Portfolio gaining 0.2%.
Read MoreSocially Responsible Investing Report – December 2016
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 December 2016...
Read MoreWRAP Funds Report – December 2016
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 – December 2016
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 December 2016 Investment Fund Ranking Report here.
Read MoreNovember 2016 Portfolio Review
With Trump’s surprising election win, North American equity markets have been on a tear, with the U.S. markets hitting new highs, and the Dow Jones Industrial Average flirting with the 20,000 mark. European and emerging markets have not fared as well, with Europe losing ground on internal issues, and emerging markets selling off on fears that a new protectionist U.S. regime will hurt the region’s growth prospects.
While equity markets have celebrated, fixed income markets have not. With worries that Trump policies will spur inflation and economic growth, bonds, both in the U.S. and here at home have sold off, pushing yields higher.
Read MoreSocially Responsible Investing Report – November 2016
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 November 2016...
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