Our Equity Selection Process
Our Investment Committee focuses on five fundamental strengths the businesses we invest in must have for long-term success.
What is the frequency of market corrections?
This month, we chose a chart that illustrates the frequency of market corrections. What does volatility in the stock portfolio look like?
How much gain does it take to recover from a loss?
This month, our chart selection highlights the disproportionate gains necessary to recover from an initial loss on an investment.
Should you diversify your currencies?
This month, we selected a chart highlighting the importance of exposure to major world currencies.
Portfolio performance vs. building wealth
Portfolio performance is not the same as building wealth. The former helps facilitate the latter, true. But if you engage in the first and neglect the second you will likely fail to adequately preserve and enlarge what you’ve taken pains to accumulate. Today’s investment environment (the portfolio performance element) is one where exceptional returns are […]
Is our Canadian $ a “petro-currency”?
This month, our chart highlights the relationship between the Canadian dollar and the US dollar exchange rate and oil price.
How often do you check your portfolio?
This month, our selection highlights the probabilities of having a positive return over a given time period.