Recommended List of Funds – April 2015
Download a PDF Version of this Report Additions PowerShares 1-5 Year Laddered Corporate Bond Fund (AIM 53203 – Front End Units) – This fund invests in a laddered portfolio of the most liquid short term corporate bonds with maturities between one and five years. It is fairly concentrated, holding only 25 bonds, all of which are investment grade. I like this fund for a couple of...
Read MoreETF Focus List – March 2015
Download the full report here Bank of Canada shocks markets by cutting rates… No material change to investment outlook When we did our last review of the ETF Recommended List in December, the thing that had everybody’s attention was the precipitous drop in oil prices and the effect it was expected to have on the Canadian economy. At that time, oil was trading in the $66 range, and has...
Read MoreRecommended List of Funds – January 2015
Download the PDF Version of the report here. Additions Guardian Global Dividend Growth Fund (GCG 570 –Front End Units) – This go anywhere, global dividend fund is managed by Sri Iyer and his team at Guardian Capital, using a proprietary, multi factor quantitative model that screens the global equity universe looking for positive rates of change in the fundamentals of companies. The model...
Read MoreNew Fund Rating System Launched in 2015
When I first started providing a rating on mutual funds back in 2002, I developed a formula that considered a number of key performance and risk metrics. It looked at absolute return, relative return, volatility and relative volatility. It also took into account the length of track record of a fund when determining the rating for a fund. It seemed to work very well over the years, but its...
Read MoreETF Focus List – December 2014
Download the full report here Despite volatility returning to the equity markets with a vengeance, most held up relatively well in September and October. A notable exception was the Canadian equity markets, which saw the iShares S&P/TSX Capped Composite Index (TSX: XIC) fall by 4% for the three months ending October 31. The main reason for the drop was the big selloff in the energy...
Read MoreRecommended List of Funds – October 2014
Download the PDF version of the report here. Welcome to our most recent Recommended List of Funds. This report contains our best fund ideas, asset mix suggestions and brief commentaries on a number of funds. We hope that you find this report to be helpful. Additions PH&N High Yield Bond Fund (RBF 6280 –Front End Units, RBF 4280 – Low Load Units) – It is almost like Christmas came early,...
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