ETF Focus List – September 2015
Download a PDF Version of this report Markets start to get choppy on China worries… The three months ending July 31 was disappointing for most of the ETFs on the Recommended List, with just more than half finishing in negative territory. The worst performers in the period were the PowerShares FTSE RAFI Canadian Fundamental Index ETF (TSX: PXC), which lost 8.6%, and the iShares S&P/TSX...
Read MoreRecommended List of Funds – July 2015
Download a PDF Version of the Recommended List of Funds List Changes Additions PIMCO Monthly Income Fund (PMO 005 – Front End Units, PMO 105 – Low Load Units) – This global bond fund came out of the gate at full speed, gaining nearly 18% in 2011 and 24% in 2012. Obviously these returns weren’t sustainable, and have since settled down to a more reasonable level, posting a 6.4% rise...
Read MoreSocially Responsible Investing Report – July 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 July 2015...
Read MoreWRAP Funds Report – July 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 – July 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 July 2015 Investment Fund Ranking Report here.
Read MoreJune 2015 Portfolio Review
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 report can be downloaded here, while the more detailed report can be downloaded here. Despite finishing in the red, each of the portfolios managed to outpace their...
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