ETF Focus List – September 2014
Welcome to our inaugural edition of our ETF Focus List. The goal of this list, like our Recommended List of Funds, is to help you narrow your focus on what we believe to be the best ETFs available in a wide range of asset classes. You can download a PDF copy of this report here. List Changes Additions PowerShares Tactical Bond ETF (TSX: PTB) – With yields likely to start moving...
Read MoreRecommended List of Funds – July 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 TD Monthly Income Fund (TDB 821 –Front End Units, TDB 831 – DSC Units) – There are definitely more than a few things to like about...
Read MoreETF Focus List – June 2014
Welcome to our inaugural edition of our ETF Focus List. The goal of this list, like our Recommended List of Funds, is to help you narrow your focus on what we believe to be the best ETFs available in a wide range of asset classes. This first edition is focused solely on Canadian traded ETFs, but over time will grow to include ETFs that also trade in the U.S. You can download your copy of this...
Read MoreRecommended List of Funds – April 2014
Download the PDF Version of the report here. Welcome to our most recent Recommended List Report. This report contains our most recent Recommended List of Funds, which includes our best fund ideas, asset mix suggestions and brief commentaries. We hope that you find this report to be helpful. You may notice that we have changed the format of the report. The goal was to provide a great deal of...
Read MoreRecommended List of Funds – December 2013
Click here to download the full Recommended List of Funds During the quarter, I made a number of changes to the Recommended List of Funds. They include Additions PH&N Total Return Bond Fund – During the quarter, we removed the PH&N Bond Fund and replaced it with the PH&N Total Return Bond Fund. I believe that the PH&N Total Return Bond Fund is better positioned for the...
Read MoreRecommended List of Funds – September 2013
Please download the full report here. During the quarter, I made a number of changes to the list. They are: Additions: TD U.S. Blue Chip Equity – Managed by T.Rowe Price using a bottom up stock selection process that looks to find companies that have strong management teams with the ability to effectively grow and manage free cash flow. The focus is on large cap growth names that also...
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