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Quarterly Update – October to December 2021, and Year-End Review

by Aaron Chaze | Mar 2, 2022 | Investing, Management Commentary, Market Update, Monthly Newsletter | 0 Comments

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...

December 2021 Market Review

by Jeffrey Roy | Jan 13, 2022 | Investing, Investment 101, Management Commentary, Market Update, Monthly Newsletter | 0 Comments

In December, global equities finished the year with a strong performance as investors' expectations for strong economic and earnings growth in 2022 allowed them to look past skyrocketing COVID-19 cases, heightened inflation pressures, and continued supply chain...

Quarterly Update – July to September 2021

by Aaron Chaze | Nov 19, 2021 | Investing, Management Commentary, Market Update, Monthly Newsletter | 0 Comments

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....

October 2021 Market Review

by Jeffrey Roy | Nov 9, 2021 | Investing, Investment 101, Management Commentary, Market Update, Monthly Newsletter | 0 Comments

As of end of October 2021, the number of S&P 500 index companies beating earnings per share estimates for the third quarter remain above average. Due to these positive reports, the index is markedly higher than in prior quarters. While major indexes seem...

2020 in review

by Aaron Chaze | Apr 27, 2021 | Investing, Management Commentary, Monthly Newsletter | 0 Comments

A sharp rise follows a sharp fall After a 28.0% fall in the S&P500 in a late March, the financial markets responded to the speedy and enormous stimulus from governments and central banks the world over. Having learnt a very painful lesson during the aftermath of...

April 2020 Market Update

by Aaron Chaze | Apr 17, 2020 | Management Commentary, Market Update, Monthly Newsletter | 0 Comments

State of the Market The immense damage that has been visited on the global economy since mid-March, and the staggering scale of government and central bank response, has changed the very fabric of the global economy. It has also dramatically changed how we think of...

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