November 2015 Portfolio Review
Global equity markets were mixed, with the S&P 500 gaining a modest 0.3% in U.S. dollar terms. However, thanks to a further rise in the U.S. dollar, the return was 2.4% in Canadian dollar terms. The MSCI EAFE Index was in the red in local currency terms, but managed to eke out a 0.4% rise in Canadian dollar terms. With China continuing to struggle, the MSCI Emerging Markets Index lost nearly...
Read MoreSocially Responsible Investing Report – November 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 November 2015...
Read MoreWRAP Funds Report – November 2015
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 – November 2015
Each month, we analyze more than 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. You can download our November 2015 Investment Fund Ranking Report here.
Read MoreETF Focus List – December 2015
Download a PDF Version of this Report Additions First Asset MSCI Europe Low Weighted ETF (Hedged) (TSX: RWE) – The outlook for European equities remains mixed, but still somewhat positive. This is thanks to the increasing probability the European Central Bank (ECB) will take additional stimulus measures to help spur the moribund economy. Further, lower energy prices and a weakening Euro help to...
Read MoreOctober 2015 Portfolio Review
Equity markets bounced back nicely in October, and so too did the model portfolios. The Conservative Portfolio gained a modest 0.9%, while the Growth Portfolio gained a respectable 4.2%. The Balanced Portfolio was up by 2.2%. 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...
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