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.
September 2015 Portfolio Review
September was another tough month for the portfolios, with each finishing in the red. 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. Not surprisingly, it was the Growth Portfolio that suffered the biggest loss, dropping 1.1% on continued equity market volatility. Despite this...
read moreAugust 2015 Portfolio Review
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. It was a rough month for investors, as all major market indices finished in negative territory on worries that the slowdown in China will be worse than expected. Asian markets were understandably the hardest hit, with the MSCI...
read moreJune 2015 Portfolio Review
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. Despite finishing in the red, each of the portfolios managed to outpace their respective benchmarks in June. The strongest performer was the Conservative Portfolio, which lost 0.60%, but handily outpaced its benchmark, which was...
read moreMay Portfolio Review
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 is unavailable this month due to a delay in data from Morningstar. It was mostly a down month in the markets, with the S&P 500 being the only major equity market to finish in positive territory in local currency terms in the month of May. Thankfully...
read moreApril 2015 Portfolio Review
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. It was a pretty rough month for the portfolios as all were firmly in the red and all but the Conservative model lagged their respective benchmarks. The bright spots within the portfolios were the fixed income funds, namely the...
read moreMarch 2015 Portfolio Review
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. After a strong start to the year, the portfolios took a breather, with only the Growth Portfolio finishing in positive territory in March, with a slim 0.1% rise. The worst performing portfolio was the Moderate Balanced, which lost...
read moreFebruary 2015 Portfolio Review
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. The positive momentum of January continued into February, with each of the portfolios firmly in positive territory. The Conservative Portfolio gained more than 1%, the Balanced was higher by nearly 2%, and the Growth Portfolio...
read moreJanuary 2015 Portfolio Review
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. It was a solid start to year, with each of the portfolios well into positive territory. Bond markets were sharply higher after the Bank of Canada stepped in and cut their overnight rate by 25 basis points, shocking the market....
read moreDecember 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 portfolios managed to post very modest positive returns. The Conservative Portfolio rose by 0.1%, but failed to keep pace with its benchmark. The main...
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 Growth Portfolio gaming 3.6%, outpacing its benchmark by an impressive 0.75%. Not surprisingly, it was our conservative positioning that helped drive...
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