Portfolio Update

Equity markets ended 2015 on a weak note as most of the major equity indexes lost value in December. The MSCI World Equities Index declined 1.8%, the MSCI Emerging Markets Index shed 2.5%, the S&P 500 Index dropped 1.8% and the Thomson Reuters Canadian Equity Index a whopping 6.5%. All… Read More

Equity markets took a breather in November after strong gains in October. The MSCI World Equities Index was down 0.7%, and the MSCI Emerging Markets Index fell 5.8% in November. There was no change in Standard & Poor’s 500-stock index. Dividend-based investment strategies lost some of their momentum, as the… Read More

October turned out to be a thoroughly enjoyable month to be a long-term equity investor, with the MSCI Global Equities Index adding 7.8%, the MSCI Emerging Markets Index 7.1% and the S&P 500 index 8.3%. Dividend-based investment strategies lagged somewhat, with the S&P Global Dividend Aristocrats Index adding 5.4%… Read More

 September was another miserable month for equity investors, with high levels of volatility and declining share prices. Since the start of May until the end of September (the seasonally weak period for equities), the MSCI Global Equities Index declined 9.5%, closely followed by the Standard & Poor’s 500-stock index, with… Read More

August turned out to be a brutal wake-up call for equity investors. Around the world volatility spiked and share prices declined. The MSCI Global Equities Index declined by 6.8% closely followed by the S&P 500 Index with a 6.2% decline. Dividend based investment strategies were not spared with… Read More

Since launching in May, the Dividend Champions Portfolio performance has been flat but still managed to outperform its benchmark, the Thomson Reuters Canada Equity Index, which lost 3.2% over the same period. The volatility, or risk, of the Dividend Champions Portfolio is also considerably lower than that of its benchmark.The… Read More

Our first Dividend Champions Portfolio was published in the May edition of the Canadian Edge. To recap briefly: The objective of the portfolio is to provide an attractive, growing income stream to investors with an estimated total return of between 8% to 15% per year over five years or longer.The… Read More

NOTE: The stock and portfolio return references are calculated in Canadian dollars using June 3 closing prices.Our first Dividend Champions Portfolio was published in the May edition of Canadian Edge. To recap briefly: The objective of the portfolio is to provide an attractive and growing income stream to investors with… Read More