To assist financial advisors, we have created a series of model portfolios that are designed to meet the investment objectives and risk tolerance of a number of different investor types. These portfolios are updated on a monthly basis. Alternatively, if you would prefer to have something more customized, contact us and we can work with you to help you build a fully optimized portfolio or series of portfolios based on your specific fund preferences and investment criteria.
July 2016 Portfolio Review
Once the dust settled on the results of the Brexit vote, calmer heads prevailed, and investment markets moved higher in July, recovering most of their recent losses. It was an equally strong month for the portfolios, with each finishing well into positive territory.
read moreJune 2016 Portfolio Review
June was a rocky month for investors, with uncertainty into the Brexit vote taking investors on a wild ride. Even with the conservative positioning of the portfolios, it was a disappointing month, with each finishing in negative territory, and each lagging their respective benchmark.
read moreMay 2016 Portfolio Review
After a disappointing April, the portfolios rebounding nicely, with each finishing firmly in positive territory. Even better, the more growth focused portfolio, Balanced, Balanced Growth and Growth all outpaced their respective benchmarks. 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...
read moreApril 2016 Portfolio Review
It was a tough month for the portfolios, with each finishing the month of April in negative territory, and each lagging their respective benchmarks. 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. Global equity markets were largely mixed, with the S&P 500 gaining 0.4% in...
read moreMarch 2016 Portfolio Review
Despite a rocky couple of months to the year, equity markets had a solid March to close out the first quarter. With some stability returning to the energy markets, the S&P/TSX Composite gained 5.3% in March, ending the quarter 4.5% higher. Global markets, despite a positive month weren’t able to climb out of the holes dug in January and February. The S&P 500 ended the quarter 4.9% lower, after rallying 2.5% in March in Canadian dollar terms. The MSCI EAFE Index was hit even harder, finishing the quarter down 9% in Canadian dollar...
read moreFebruary 2016 Portfolio Review
February was another tough month for investors, with most global equity indices finishing in negative territory. The S&P 500 was down 0.13% in U.S. dollar terms, while the MSCI EAFE Index was lower by nearly 2%. With both gold and oil showing some strength, the S&P/TSX Composite managed to eke out a modest 0.5% rise. Another benefactor to this strength was the Canadian dollar, which gained nearly three cents to end the month at $0.7395 U.S. While positive for Canadians, this rise created headwinds for foreign investment exposure that...
read moreJanuary 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 report can be downloaded here, while the more detailed report can be downloaded here. As you would expect, the Growth Portfolio was hardest hit,...
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 summary report can be downloaded here, while the more detailed report can be downloaded here. For the year, all finished in positive territory, with...
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 4%. Closer to home, the S&P/TSX Composite was down 0.2% on weakness in oil, and more uncertainty around former index heavyweight Valeant...
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 show even more detail regarding the portfolios. A summary report can be downloaded here, while the more detailed report can be downloaded here. While...
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