WRAP Funds Report – February 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 – February 2016
Each month, we analyze nearly 1500 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 February 2016 Investment Fund Ranking Report here.
Read MoreETF Focus List – March 2016
. Download a PDF Version of this Report Additions BMO Short Corporate Bond Index ETF (TSX: ZCS) – The bond market continues to be a challenging place for investors. Yields remain near historic lows, and the interest rate outlook is somewhat uncertain. In the U.S., it was a near certainty that the Federal Reserve would be moving rates higher several times over the year. It now appears that...
Read MoreJanuary 2016 Portfolio Review
Putting it lightly, January was an ugly month for investors, and while the portfolios all outperformed their benchmarks, each finished the month in negative territory. 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...
Read MoreRecommended List of Funds – January 2016
. Download the PDF Version of the report here . List Changes . Additions There were no funds added to the list this month. Deletions Franklin U.S. Rising Dividends Fund (TML 201 – Front End Units, TML 301 – DSC Units) –When I first added this fund to the Recommended List I really liked its risk adjusted return profile. While it often lagged the broader market on an absolute basis, it’s lower...
Read MoreSocially Responsible Investing Report – January 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 January 2016...
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