Model Portfolio Review – May 2014
It was a positive month for the portfolios, with all finishing in positive territory, except for the Tactical Balanced Portfolio, which was down by 0.1%. You can download our Monthly Portfolio Report here. The Strategic Models handily outperformed the Tactical Models, which have been more conservatively positioned. This positioning comes from the expectation that there will be an increase in...
Read MoreETF Focus List – June 2014
Welcome to our inaugural edition of our ETF Focus List. The goal of this list, like our Recommended List of Funds, is to help you narrow your focus on what we believe to be the best ETFs available in a wide range of asset classes. This first edition is focused solely on Canadian traded ETFs, but over time will grow to include ETFs that also trade in the U.S. You can download your copy of this...
Read MoreSocially Responsible Investing Report – May 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 May 2014...
Read MoreWRAP Funds Report – May 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 – May 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 May 2014 Investment Fund Ranking Report here.
Read MoreModel Portfolio Review – April 2014
It was another mixed month for the portfolios, with all but the Growth Portfolios posting gains. The portfolios all lagged their respective benchmarks. You can download our Monthly Portfolio Report here. The main reason for the underperformance was the TD U.S. Blue Chip Equity Fund, which lost another 2.9% in April, after dropping nearly 5% in March. Many of the fund’s Consumer Cyclical, Tech...
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