Recently, the S&P500 has experienced a correction of more than 5%. Since it has been a while that we have seen markets decline it is helpful for us to be reminded this is normal behavior for stock market investments. For investors to be forewarned is to be forearmed. Knowing and preparing for volatility is important...Read More
The following sneak peek into our “pension-style” investment process comes from our forthcoming new website…more to follow! Below we detail how we manage our CommonWealth Portfolios. We do this work for our clients so they can invest with confidence. Our Pension-Style Investment Process: First, we use multiple statistical metrics and strict quantitative criteria to test...Read More
By showing the returns of various portfolios (Vertical Axis) against their level of risk (Horizontal Axis) you can get a more accurate picture how real portfolios are actually functioningRead More
While index funds cost less than actively-managed mutual funds and they are both “diversified” we think index funds have some surprising drawbacks. Consider these four important disadvantages of index funds: 1. Index funds may not provide as much diversification as one thinks. Nortel’s weighting within the TSX (Canada’s main stock market index) grew from an initial 3%...Read More
