Model Portfolio Review – September 2013
Global equity markets were positive after the U.S. Federal Reserve shocked the markets and did not implement any tapering to their massive bond buying program. Expectations that a taper of between $10 and $20 billion would be announced at the September meeting. With no taper on the immediate horizon, both bond and equity markets rallied higher. Each of our portfolios was in positive territory in...
Read MoreSocially Responsible Investing Report – September 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 September 2013...
Read MoreWRAP Funds Report – September 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 – September 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 September 2013 Investment Fund Ranking Report here.
Read MoreModel Portfolio Review – August 2013
Canadian equities were the big winner in August, as commodities were higher on mid-east tension. Global equities were largely flat or negative, and bonds were pushed lower on investor concerns over when the U.S. Federal Reserve would begin to slow its massive bond buying program. All of our portfolios were in the red during the month, with the Conservative portfolio posting the largest loss....
Read MoreSocially Responsible Investing Report – August 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 August 2013...
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