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.
Model Portfolio Review – February 2013
It was another positive month for the portfolios, as all were modestly higher over the month. With the exception of the Growth Portfolio, they all outpaced their benchmarks. Contributing to the strong performance on both a relative and absolute basis was the Manulife Strategic Income Fund, the Renaissance Global Healthcare Fund and the Mackenzie Ivy Foreign Equity Fund. The CI American Value and the CI Signature Canadian Resource Fund were the biggest detractors from performance. Each of the portfolios continues to post returns that are...
read moreModel Portfolio Review – January 2013
In addition to posting strong positive gains, all portfolios managed to outpace their respective benchmarks. The Manulife Strategic Income Fund, CI Harbour Fund and Renaissance Global Health Care Fund added to the outperformance, while the Mackenzie Ivy Foreign Equity Fund was the biggest detractor. The risk reward profiles of all of the portfolios remain with expected ranges. You can download our detailed Portfolio Review report here. For January, the returns for the portfolios were: 1 Mth 3 Mth YTD 1 Yr 2 Yr 3 Yr 5 Yr 10 Yr Conservative...
read moreModel Portfolio Review – December 2012
The portfolios were again positive, but slightly underperforming their respective benchmarks. The fixed income funds were relative outperformers, while our equity funds, particularly the Renaissance Global Health Care Fund were laggards. Despite this recent underperformance, the risk reward metrics for the portfolios remain within expected ranges. You can download our detailed Portfolio Review here. For December, the returns of the portfolios were: 1 Mth 3 Mth YTD 1 Yr 2 Yr 3 Yr 5 Yr 10 Yr Conservative 0.5% 1.0% 5.2% 5.2% 3.9% 5.2% 4.4% 5.9%...
read moreModel Portfolio Review – September 2012
The portfolios were again positive, but slightly underperforming their respective benchmarks. As is to be expected in a market rally, it was the Ivy Foreign Equity being the main detractor from performance in all portfolios. The fund places a big emphasis on downside protection and tends to lag in sharply rising markets. However, in volatile markets, the fund is expected to significantly outperform. Despite this recent underperformance, the risk reward metrics for the portfolios remain within expected ranges. You can download our detailed...
read moreModel Portfolio Review – April 2012
April was not a particularly kind month to the portfolios as each portfolio lagged their respective benchmarks during the month. In all cases, this underperformance was a result of the Cundill Value Fund, which lost 6.2% during the month, underperforming the MSCI World Index by more than 4%. On a positive note, the Canadian equity funds were strong relative performers, outpacing the S&P/TSX Composite Index. The Dynamic Global Real Estate Fund was the best performer on both an absolute and relative basis, gaining 3.9% during the month. For...
read moreModel Portfolio Review – March 2012
March was another good month for our portfolios, with all five finishing in positive territory, and four out of the five outpacing their benchmarks. The only laggard was our Growth Portfolio which slightly underperformed its benchmark. Our Balanced Growth Portfolio posted a 1.3% gain during the month, outpacing its benchmark by 31 basis points. The biggest contributor to our outperformance was the CI Harbour Fund, which posted a modest gain of 0.1% during the month, but outpaced the S&P/TSX Composite by 1.7%. The Renaissance Global...
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