September 2014 Portfolio Review
Despite the high levels of volatility in the markets in September, our model portfolios held up relatively well. While none failed to stay in positive territory, they all were able to outpace their benchmarks in the month. You can download the full portfolio review here. The biggest contributors to the absolute performance was the TD U.S. Blue Chip Equity Fund, and the Mackenzie Ivy Foreign...
Read MoreSocially Responsible Investing Report – September 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 September 2014...
Read MoreWRAP Funds Report – September 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 – September 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 September 2014 Investment Fund Ranking Report here.
Read MoreModel Portfolio Review – August 2014
Each of the portfolios was firmly in positive territory in August. The Growth Portfolios were the strongest performers, and the Strategic Models outpaced the Tactical Models. You can download the full portfolio review here. While performance was decent, they again lagged their respective benchmarks. The main reason for this underperformance is many of our favourite funds tend to be much...
Read MoreWRAP Funds Report – August 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...
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