by Aaron Chaze | Mar 2, 2022 | Investing, Management Commentary, Market Update, Monthly Newsletter
Portfolio Allocation and Sector Breakup We ended 2021 with 70.7% of the portfolio invested in equities; 11.9% in preferred shares; 6.4% in fixed income and 11.0% in money markets/cash (see fig.1). Our largest equity holdings are in the healthcare sector (comprised of...
by Aaron Chaze | Nov 19, 2021 | Investing, Management Commentary, Market Update, Monthly Newsletter
Markets take a breather; portfolio positioned for disruption A sharp rise in equity market volatility was one of the key developments in the month of September as we headed to the end of the third quarter. At its peak in July, the portfolio was up 22.0% for the year....
by Aaron Chaze | Sep 27, 2021 | Investing, Management Commentary, Market Update
The second quarter of 2021 saw continued appreciation of stock prices buoyed by rising commodity prices, especially copper and crude oil. We do anticipate a slowdown in stock market appreciation from here on, and are now adopting a cautiously optimistic stance vis a...
by Aaron Chaze | Jun 15, 2021 | Management Commentary, Vulcan News
Vulcan Asset Management is pleased to announce the appointment of Jeffrey R Roy, CPA, CA to its Board of Directors. With over 25 years of finance, data management, tax, and audit experience, Jeffrey will be overseeing financial reporting, annual audits and advising on...
by Aaron Chaze | Apr 27, 2021 | Investing, Management Commentary, Market Update
Performance The first quarter (January to March) of 2021 saw a continuation of the market trend we saw in the last quarter (October to December) of 2020, which is an upward momentum in stock prices. For the Canadian, US, and global stock market as a whole, this...
