January 2016 Portfolio Review
Putting it lightly, January was an ugly month for investors, and while the portfolios all outperformed their benchmarks, each finished the month in negative territory. 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...
Read MoreDecember 2015 Portfolio Review
Despite the uptick in market volatility, December ended up being a decent month for the portfolios, all posting gains, except the Moderate Balanced Portfolio, which was flat. 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...
Read MoreNovember 2015 Portfolio Review
Global equity markets were mixed, with the S&P 500 gaining a modest 0.3% in U.S. dollar terms. However, thanks to a further rise in the U.S. dollar, the return was 2.4% in Canadian dollar terms. The MSCI EAFE Index was in the red in local currency terms, but managed to eke out a 0.4% rise in Canadian dollar terms. With China continuing to struggle, the MSCI Emerging Markets Index lost nearly...
Read MoreOctober 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 MoreAugust 2015 Portfolio Review
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 here. It was a rough month for investors, as all major market indices finished in...
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