December 2014 Portfolio Review
You can download our 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. Despite Canadian and international equity markets finishing down in December, the...
Read MoreNovember 2014 Model Portfolio Review
You can download our monthly portfolio report here. I have also tried a different format, using Morningstar to track the portfolios. You can check out that report here. I would love your feedback on which of these report formats you prefer. It was a good month for the portfolios, with all finishing November in positive territory. The Growth Portfolios were the best performers, with our Strategic...
Read MoreOctober 2014 Portfolio Review
You can download our full portfolio review here. It was another solid month for the portfolios, with all firmly in positive territory and all outpacing their benchmarks. Given the conservative nature of the portfolios, this is not unexpected. I have built these portfolios to deliver decent returns in most market conditions, with a particular emphasis on managing risk. Recent markets have...
Read MoreSeptember 2014 Portfolio Review
Despite the high levels of volatility in the markets in September, our model portfolios held up relatively well. While none failed to stay in positive territory, they all were able to outpace their benchmarks in the month. You can download the full portfolio review here. The biggest contributors to the absolute performance was the TD U.S. Blue Chip Equity Fund, and the Mackenzie Ivy Foreign...
Read MoreModel Portfolio Review – August 2014
Each of the portfolios was firmly in positive territory in August. The Growth Portfolios were the strongest performers, and the Strategic Models outpaced the Tactical Models. You can download the full portfolio review here. While performance was decent, they again lagged their respective benchmarks. The main reason for this underperformance is many of our favourite funds tend to be much...
Read MoreModel Portfolio Review – July 2014
Despite each of the portfolios ending the month in positive territory, each lagged their respective benchmark. You can download the Monthly Portfolio Report here. Within fixed income, the Dynamic Advantage Bond Fund was the biggest detractor from performance. It gained a modest 0.14% in July, which lagged the 0.63% rise in the DEX Universe Bond Index. Given the fund’s positioning, with a much...
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