Recommended List of Funds – January 2016
. Download the PDF Version of the report here . List Changes . Additions There were no funds added to the list this month. Deletions Franklin U.S. Rising Dividends Fund (TML 201 – Front End Units, TML 301 – DSC Units) –When I first added this fund to the Recommended List I really liked its risk adjusted return profile. While it often lagged the broader market on an absolute basis, it’s lower...
Read MoreETF Focus List – December 2015
Download a PDF Version of this Report Additions First Asset MSCI Europe Low Weighted ETF (Hedged) (TSX: RWE) – The outlook for European equities remains mixed, but still somewhat positive. This is thanks to the increasing probability the European Central Bank (ECB) will take additional stimulus measures to help spur the moribund economy. Further, lower energy prices and a weakening Euro help to...
Read MoreRecommended List of Funds – October 2015
Download the PDF Version of the report here List Changes Additions There were no funds added to the list at this update. Deletions Manulife Monthly High Income Fund (MMF 583 – Front End Units, MMF 483 – DSC Units) – I added this high quality Canadian balanced fund to the Recommended List in December 2015. It is managed by the team of Alan Wicks and Jonathan Popper, with an equity approach that...
Read MoreETF Focus List – September 2015
Download a PDF Version of this report Markets start to get choppy on China worries… The three months ending July 31 was disappointing for most of the ETFs on the Recommended List, with just more than half finishing in negative territory. The worst performers in the period were the PowerShares FTSE RAFI Canadian Fundamental Index ETF (TSX: PXC), which lost 8.6%, and the iShares S&P/TSX...
Read MoreRecommended List of Funds – July 2015
Download a PDF Version of the Recommended List of Funds List Changes Additions PIMCO Monthly Income Fund (PMO 005 – Front End Units, PMO 105 – Low Load Units) – This global bond fund came out of the gate at full speed, gaining nearly 18% in 2011 and 24% in 2012. Obviously these returns weren’t sustainable, and have since settled down to a more reasonable level, posting a 6.4% rise...
Read MoreETF Focus List – June 2015
Download the Full Report Here Decent quarter for ETF Rec List… It was a pretty solid month for the funds on the ETF Recommended List, with nearly 75% of the funds posting gains. The best performing ETF was the iShares S&P/TSC Capped Financials Index (XFN), which shot higher by nearly 10% on the back of stronger oil prices and a buoyant Canadian housing market. Still, there are worries...
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