Quote:
Originally Posted by Slava
OK, fair enough. I can't get the graphs I generated to paste here for some reason  . I would be more than happy to email this stuff to you if you want to PM me an address. (Don't worry I'm not going to spam you to death!!)
CI Harbour, Dynamic Power Balanced, Ethical Dividend,v Fidelity Canadian Asset Allocation are all ahead of the TSX Return over the past 3-5 years. The numbers actually look better for the mutual funds than they do for the index as a whole over the last three years as opposed to the last five years.
Risk-wise, these funds are lower risk than the index as a whole, and yet the returns are higher. I really wish I could cut and paste the charts....I wasted enough time putting them together for a stupid internet discussion! |
No worries....
www.morningstar.ca or
www.fundlibrary.com can confirm this. I know that passive investing usually underperforms in down markets. Gerald Coleman usually hordes his cash so this is how he is able to outperform in down markets. He is one of the all time best managers in Canada for sure. I read an article on him recently and he is almost fully invested again. I tend to listen to the best of breed fund managers and use it to form my own opinions for my own portfolio. There has never been an easier time to manage your own portfolio in my opinion. All the information is out there and you just need to go and get it. It's working for me so I guess I need to start cutting my own hair
