September 6, 2018 in Fund Updates

Mulvihill x Wealthsimple – August Commentary

August Performance and Market Commentary Stocks US stocks remained the place to invest in August, advancing 3.3% in the month, significantly outpacing stock return

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Asset Allocation – August 2017

PDF of Global Asset Class Returns click here The S&P 500 is up 11.9% so far in 2017 after advancing .3% in August, the tenth consecutive month the index has...

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Asset Allocation – July 2017

PDF of Global Asset Class Returns click here S&P 500 advanced 2.1% in July and has yet to record a negative month in 2017. The YTD performance stands at 11.6%....

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By The Way – July 2017

New highs!  The S&P 500, Russell 2000, Dow and Dow Transports, (that’s a Dow theory buy signal by the way), have all made new highs, yet almost all the commentary...


Asset Allocation – June 2017

PDF of Global Asset Class returns click here S&P 500 advanced 0.6% in June bringing the YTD performance to 9.3%. Emerging markets equities continue to be the best performing asset...


Why US Financial Stocks will outperform

The US Financial sector has been at the height of the Trump trade, rising nearly 23%, since the surprising outcome on November 8th, 2016. While the performance of the group...


By The Way – May 2017

Things that make you go “hmmm”.  It is the nature of us all to embrace news and facts that support our own views.  In our case, most specifically, our positive...

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