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…
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…
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US Growth Equity 5-Year Annualized Returns by Decile (%)
US Growth Equity 20-Year Annualized Returns by Decile (%)
US Growth Equity 10-Year Annualized Returns by Decile (%)
Canadian HD Equity 10-Year Annualized Return by Decile (%)
Canadian HD Equity 5-Year Annualized Returns by Decile (%)
Canadian HD Equity 20-Year Annualized Returns by Decile (%)
Canadian Equity 20-Year Annualized Returns by Decile (%)
US Large Cap Equity 20-Year Annualized Returns by Decile (%)
International Equity 20-Year Annualized Returns by Decile (%)
Canadian Equity 5-Year Annualized Returns by Decile (%)
US Large Cap Equity 5-Year Annualized Returns by Decile (%)
International Equity 5-Year Annualized Returns by Decile (%)
Canadian Equity 10-Year Annualized Return by Decile (%)
US Large Cap Equity 10-Year Annualized Returns by Decile (%)
International Equity 10-Year Annualized Returns by Decile (%)
| ENRS: Energy | HLTH: Health Care | Last: Last Price |
| MATR: Materials | FINL: Financials | Yield: Dividend Yield |
| INDU: Industrials | INFT: Technology | Q: Quality |
| COND: Discretionary | TELS: Telecom | V: Value |
| CONS: Staples | UTIL: Utilities | M: Momentum |
