Model Portfolio Review – June 2013
With bond and equity markets ravaged by uncertainty, our portfolios’ streak of positive months ended in June, with all in the red for June. With bond yields skyrocketing, it was not surprising to see our fixed income heavy Conservative Portfolio sink by 1.6% in the month. While this is disappointing, thanks to a 1.2% gain in the Mackenzie Ivy Foreign Equity Fund, it managed to modestly outpace...
Read MoreModel Portfolio Review – May 2013
The winning streak continues, with all portfolios posting gains in May. Surprisingly, even the fixed income heavy Conservative portfolio was up, rising a modest 0.14% in the month, the tenth positive month in a row. It also handily outpaced its benchmark as the PH&N Bond and Manulife Strategic Income funds held up better than the DEX Bond Universe. The equity funds were all positive...
Read MoreModel Portfolio Review – April 2013
Despite weakness in the broader Canadian equity markets, each of the portfolios was again positive for the month of April. This brings the streak of positive performance to eleven months in a row for the Conservative Portfolio. Our Moderate Balanced, Balanced and the Balanced Growth Portfolios have also been performing well, posting gains for the past nine months in a row. The biggest...
Read MoreModel Portfolio Review – March 2013
The portfolios were again positive, chugging higher for investors in March. They have been on quite a roll of late, with the Conservative Portfolio posting positive returns for the past ten months. Moderate Balanced, Balanced and the Balanced Growth Portfolios have also been on quite a run, posting gains for the past eight months in a row. The Renaissance Global Health Care Fund, CI Harbour, and...
Read MoreModel Portfolio Review – February 2013
It was another positive month for the portfolios, as all were modestly higher over the month. With the exception of the Growth Portfolio, they all outpaced their benchmarks. Contributing to the strong performance on both a relative and absolute basis was the Manulife Strategic Income Fund, the Renaissance Global Healthcare Fund and the Mackenzie Ivy Foreign Equity Fund. The CI American Value and...
Read MoreModel Portfolio Review – January 2013
In addition to posting strong positive gains, all portfolios managed to outpace their respective benchmarks. The Manulife Strategic Income Fund, CI Harbour Fund and Renaissance Global Health Care Fund added to the outperformance, while the Mackenzie Ivy Foreign Equity Fund was the biggest detractor. The risk reward profiles of all of the portfolios remain with expected ranges. You can download...
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