October 2015 Portfolio Review
Equity markets bounced back nicely in October, and so too did the model portfolios. The Conservative Portfolio gained a modest 0.9%, while the Growth Portfolio gained a respectable 4.2%. The Balanced Portfolio was up by 2.2%. You can download our standard monthly portfolio report here. For those looking for even more detail, I am also providing additional reports generated from Morningstar which...
Read MoreSeptember 2015 Portfolio Review
September was another tough month for the portfolios, with each finishing in the red. You can download our standard monthly portfolio report here. For those looking for even more detail, I am also providing additional reports generated from Morningstar which show even more detail regarding the portfolios. A summary report can be downloaded here, while the more detailed report can be downloaded...
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 – 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 – March 2012
March was another good month for our portfolios, with all five finishing in positive territory, and four out of the five outpacing their benchmarks. The only laggard was our Growth Portfolio which slightly underperformed its benchmark. Our Balanced Growth Portfolio posted a 1.3% gain during the month, outpacing its benchmark by 31 basis points. The biggest contributor to our outperformance was...
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