Portfolio Review – 3Q2018

Portfolio Review – 3Q2018

The Market The usually weakest quarter of the year showed positive market results in Q3 2018. U.S. equities, as measured by the S&P 500 Index, set new highs over the third quarter, appreciating 5.8% (CAD) while the resource-oriented sectors in Canada suffered with...
Portfolio Review – 4Q2018

Portfolio Review – 4Q2018

The Market The fourth quarter provided a wild ride for investors with swings as high as 5% per day. Unfortunately, our positive market gains for the first nine months eroded as demonstrated by the Q4 2018 returns listed below. For global securities, some of the...