With interest rates reaching an all-time low of 0.25% in March, they either are going to remain low or creep up in the years ahead. As the risk-free rate increases, investors are more inclined to sell high…
With interest rates reaching an all-time low of 0.25% in March, they either are going to remain low or creep up in the years ahead. As the risk-free rate increases, investors are more inclined to sell high…
The impact of the COVID-19 pandemic is significant and is considered to be the most serious public health threat since the A (H1N1) pandemic in 1918. In this article, we present the results of our…
In early March, we discussed how the US was ill prepared to face the ongoing pandemic of SARS-COVID-19. Since that report, the virus has widely spread to all US states and various major cities are now…
We developed the Best Ideas Equity Strategy two years ago after noticing a demand from prospects and clients for an investment solution suitable for mid-tier accounts ($100K-$1M). It is comprised of 10…
We developed the Best Ideas Equity Strategy two years ago after noticing a demand from prospects and clients for an investment solution suitable for mid-tier accounts ($100K-$1M). It is comprised of 10…
A client recently asked us if our equity strategies would perform better if rebalanced monthly rather than quarterly. The rationale is that some companies are falling below the sell threshold of 70% between…
We are thankful over the positive feedback we received on the release of our Canadian High Dividend Equity Strategy (CAD). Recently, a client asked us to explain how the ranking system of this new…
Constellation Software (CSU:CN) was by far the largest position of our Canadian Equity Strategy. As of September 30th, the company had a weight of 9.4% and was held for 486 days. On rebalancing day…
This month, we made improvements to our rankings following the feedback of our prospects and clients. To reap the benefits, we will explain how we built them, their interpretation and answer any questions…
A client forwarded me the following article as we were discussing high dividend strategies: This stable dividend portfolio has market beating returns with little drama. It is written as a special report and…
