Socially Responsible Investing Report – February 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 February 2015...
Read MoreWRAP Funds Report – February 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 – February 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 February 2015 Investment Fund Ranking Report here.
Read MoreETF Focus List – March 2015
Download the full report here Bank of Canada shocks markets by cutting rates… No material change to investment outlook When we did our last review of the ETF Recommended List in December, the thing that had everybody’s attention was the precipitous drop in oil prices and the effect it was expected to have on the Canadian economy. At that time, oil was trading in the $66 range, and has...
Read MoreJanuary 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. It was a solid start to year, with each of the portfolios well into positive...
Read MoreSocially Responsible Investing Report – January 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 January 2015...
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