July 2016 Portfolio Review
Once the dust settled on the results of the Brexit vote, calmer heads prevailed, and investment markets moved higher in July, recovering most of their recent losses. It was an equally strong month for the portfolios, with each finishing well into positive territory.
Read MoreJune 2016 Portfolio Review
June was a rocky month for investors, with uncertainty into the Brexit vote taking investors on a wild ride. Even with the conservative positioning of the portfolios, it was a disappointing month, with each finishing in negative territory, and each lagging their respective benchmark.
Read MoreMay 2016 Portfolio Review
After a disappointing April, the portfolios rebounding nicely, with each finishing firmly in positive territory. Even better, the more growth focused portfolio, Balanced, Balanced Growth and Growth all outpaced their respective benchmarks. You can download our standard monthly portfolio report here. For those looking for even more detail, I am also providing additional reports generated from...
Read MoreApril 2016 Portfolio Review
It was a tough month for the portfolios, with each finishing the month of April in negative territory, and each lagging their respective benchmarks. 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...
Read MoreMarch 2016 Portfolio Review
Despite a rocky couple of months to the year, equity markets had a solid March to close out the first quarter. With some stability returning to the energy markets, the S&P/TSX Composite gained 5.3% in March, ending the quarter 4.5% higher. Global markets, despite a positive month weren’t able to climb out of the holes dug in January and February. The S&P 500 ended the quarter 4.9% lower,...
Read MoreFebruary 2016 Portfolio Review
February was another tough month for investors, with most global equity indices finishing in negative territory. The S&P 500 was down 0.13% in U.S. dollar terms, while the MSCI EAFE Index was lower by nearly 2%. With both gold and oil showing some strength, the S&P/TSX Composite managed to eke out a modest 0.5% rise. Another benefactor to this strength was the Canadian dollar, which...
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