2019

Goodbye 60/40

For decades advisors and investors alike have followed the “balanced” investment approached of holding +/- 60% in equities & +/- 40% in bonds.  The rationale was that equities would provide the growth in a portfolio while its fixed income allocation would soften the volatility impact of the equities while providing a healthy stream of income.  […]

2019

Q2 Snippets

Happy Friday, Coming off a strong rally in Q1, in Q2 stocks continued higher at a more moderate but still healthy rate with the S&P500 gaining 1.84% (in CAD) and the TSX Composite 2.59%. Equity markets were volatile in Q2 with April and June seeing strong rallies while May’s returns erased April’s gains.  The market […]

2019

June 2019 Wrap-Up

Good day, On the backdrop of what has been an odd first half of 2019, global stock markets rebounded in June as the US canceled tariffs on Mexico and the central bank’s sweet talk led to falling interest rates; the TSX Composite rose 2.52% while the S&P 500 rose 3.3% (in CAD). The Canadian Universe […]

2019

It’s Coming

Good day, The alternative investment space continues to grow at a rapid rate.  Pension funds worldwide continue to increase their allocations to securities which aren’t correlated to public equity and fixed income markets.  Institutional and retail investors recognize the importance of diversifying portfolios by holding alternative investments such as private equity, private debt, real estate, […]

2019

The Canadian Investment Space Needs Innovation

Good day, The more wealth one builds, the more important diversification becomes, but few investors recognize how much depth diversification can reach.  When most investors think of diversification, they generally think of having a mix of stocks and bonds or perhaps holding stocks in multiple industries and/or geographical areas.  While this is important, diversification can […]

2019

April Wrap-Up

Global stock markets continued their rally in April: in North America, the S&P 500 finished up 4.72% (in CAD) while the TSX Composite rose 3.22%. Market volatility was subdued as there was no negative news on the US / China trade negotiations during the month, central banks were largely out of the news and the […]

2019

You’re Back!

Good day, The S&P500 (the largest equity market in the world) took 14 weeks to fall in late 2018 and it fully recovered over the next 17 weeks and continued to climb thereafter reaching record territory on Tuesday of this week. Sigh of relief?  Fine, go ahead, but in order to continue to improve in […]

2019

Q1 in Review

Good day, Following a tough fourth quarter for global markets in 2018, the TSX Composite recovered to pre-fourth-quarter levels in Q1 and, the S&P 500 recaptured over 50% of Q4 2018 losses during Q1. As of today, the S&P 500 is just 1% shy of its all-time high. These are valuable lessons for investors: www.yesgirls.net […]

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