Model Portfolio Review – January 2014
The portfolios started the year off with gains, with the Conservative Portfolio leading the way, gaining 2.3% in the month. The strong performance was largely the result of the fixed income holdings, particularly the Manulife Strategic Income Fund and the TD Real Return Bond Fund, both of which posted strong gains, but also outpaced the broader bond market. Except for the Renaissance...
Read MoreSocially Responsible Investing Report – January 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 January 2014...
Read MoreWRAP Funds Report – January 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 – January 2014
Each month, we analyze nearly 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 January 2014 Investment Fund Ranking Report here.
Read MoreRecommended List of Funds – December 2013
Click here to download the full Recommended List of Funds During the quarter, I made a number of changes to the Recommended List of Funds. They include Additions PH&N Total Return Bond Fund – During the quarter, we removed the PH&N Bond Fund and replaced it with the PH&N Total Return Bond Fund. I believe that the PH&N Total Return Bond Fund is better positioned for the...
Read MoreModel Portfolio Review – December 2013
December capped off a strong year for the portfolios, as each finished the year well into positive territory. Each finished the year ahead of its respective benchmark, except for the Growth Portfolio, which was 0.2% behind its benchmark. For the year, most of the excess performance was generated by two funds. The first was the Manulife Strategic Income Fund which handily outpaced the DEX Bond...
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