Ballard Mudge Financial Group
We started the Ballard Mudge Financial Group's first discretionary portfolio in mid-2018 and the first client money went into our Canadian Focused Equity Portfolio August 3rd 2018. The goal was to ma...
There have only been 4 times in history when both the bond market and the equity market have sold off at the same time for an entire calendar year. The others were 1931 with the start of the great de...
Since Inception, the portfolio has returned 16.70% annually through August 31, 2021 beating the benchmark return by 3.47% annually.
Taking a deeper look into the Canadian Focused Equity Portfolio's outperformance in 2020.
This post provides a link to the 2 year update letter for the Ballard Mudge Financial Group's Canadian Focused Equity Portfolio.