ETF Focus List – December 2014
Download the full report here Despite volatility returning to the equity markets with a vengeance, most held up relatively well in September and October. A notable exception was the Canadian equity markets, which saw the iShares S&P/TSX Capped Composite Index (TSX: XIC) fall by 4% for the three months ending October 31. The main reason for the drop was the big selloff in the energy...
Read MoreRecommended List of Funds – October 2014
Download the PDF version of the report here. Welcome to our most recent Recommended List of Funds. This report contains our best fund ideas, asset mix suggestions and brief commentaries on a number of funds. We hope that you find this report to be helpful. Additions PH&N High Yield Bond Fund (RBF 6280 –Front End Units, RBF 4280 – Low Load Units) – It is almost like Christmas came early,...
Read MoreSocially Responsible Investing Report – October 2014
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 October 2014...
Read MoreWRAP Funds Report – October 2014
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 – October 2014
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 October 2014 Investment Fund Ranking Report here.
Read MoreOctober 2014 Portfolio Review
You can download our full portfolio review here. It was another solid month for the portfolios, with all firmly in positive territory and all outpacing their benchmarks. Given the conservative nature of the portfolios, this is not unexpected. I have built these portfolios to deliver decent returns in most market conditions, with a particular emphasis on managing risk. Recent markets have...
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