Model Portfolio Review – June 2014
It was a positive month for the portfolios as each finished both the month, and first half of the year with modest gains. The portfolios were up between 4% and 5% on a year to date basis, with the more conservative portfolios posting the strongest performance. You can download our Monthly Portfolio Report here. Despite these gains, the portfolios have lagged their respective benchmarks. The main...
Read MoreModel 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 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...
Read MoreModel Portfolio Review – March 2014
The Portfolios were mixed in March, with the more conservative portfolios outperforming the growth focused portfolios. You can download our Monthly Portfolio Report here. It was a poor month for the TD U.S. Blue Chip Equity Fund, which lost nearly 5% in March. It was this fund that dragged the returns for the more growth focused portfolios. I remain confident in the fund and its management, but...
Read MoreModel Portfolio Review – February 2014
Our revamped Model Portfolios started off strong, with each portfolio posting modest gains in the month of February. You can download our new Monthly Portfolio Report here. At the end of January, we did a major overhaul on our portfolios. Historically, the portfolios had been very static in nature, with only modest changes being made in response to either poor performance or significant market...
Read MoreModel 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...
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