Investment Fund Ranking Report – November 2013
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 November 2013 Investment Fund Ranking Report here.
Read MoreModel Portfolio Review – October 2013
Investors shrugged off any potential economic fallout from the U.S. government shutdown and took equity markets higher in October. The Canadian dollar weakened compared with the U.S. greenback, which further boosted returns for Canadian investors. Each of the portfolios was firmly in positive territory during the month, led by the Growth Portfolio which gained 3.9%. The Conservative Portfolio...
Read MoreSocially Responsible Investing Report – October 2013
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 2013...
Read MoreWRAP Funds Report – October 2013
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 2013
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 October 2013 Investment Fund Ranking Report here.
Read MoreRecommended List of Funds – September 2013
Please download the full report here. During the quarter, I made a number of changes to the list. They are: Additions: TD U.S. Blue Chip Equity – Managed by T.Rowe Price using a bottom up stock selection process that looks to find companies that have strong management teams with the ability to effectively grow and manage free cash flow. The focus is on large cap growth names that also...
Read More