Infos

Sur cette page nous mettons à votre disposition des outils financiers et de la documentation sur la recherche en gestion d’investissement que vous pouvez utiliser et lire.

Les documents sous l’onglet « Evaluation Financière » ont pour but de vous aider à prendre une meilleure mesure de votre santé financière.

La partie « Articles Utiles » vous offre d ‘accéder à quelques articles intéressants concernant la gestion de portefeuille et patrimoniale.

Evaluation Financière

Financial-Planning-Questionnaire
Balance Sheet and Cash Flow Templates

Articles d’Intérêt

On QLACs - Jeff de Valdivia (May 25, 2016)
On IRAs - Jeff de Valdivia (December 12, 2015)
More on Retirement Issues - Jeff de Valdivia (July 23, 2015)
Will I have enough to retire? - Jeff de Valdivia (April 22, 2015)
JP Morgan on Retirement 2015 Edition - J.P. Morgan Asset Management ( February 2015)
The Skinny On Stock Options - Jeff de Valdivia (March 29, 2015)
How To Go About Investing A Large Amount Of Cash - Jeff de Valdivia (March 12, 2015)
Emotionality and Investing (2) - Jeff de Valdivia (February 22, 2015)
Emotionality and Investing - Jeff de Valdivia (Febrruary 4, 2015)
2015 Outlook: Pain - Eric Parnell, CFA (December 21, 2014)
PERSPECTIVES – The Rise and Fall of Performance Investing - Charles Ellis (August 2014 - Financial Analyst Journal)

Bulletin d’Information

Newsletter December 4, 2018

The S&Ps’ 500 rose 2.04% in November while the Nasdaq Composite added a comparatively meager .49% and the Russell 2000 (US Small Caps) went up 1.59%. Internationally, the S&P EPAC BMI (developed markets) was flat at .01% while emerging equities were up 4.06% (MSCI EM) and 2.09% (Frontier 100 Index).

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Newsletter November 4, 2018

The S&Ps’ 500 sunk 6.84% in October while the Russell 2000 (US Small Caps) went down a whopping 10.84 %. Internationally, the S&P EPAC BMI (international developed markets) dropped 8.72 while emerging equities were down 8.78% (MSCI EM).

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Newsletter October 4, 2018

The S&Ps’ 500 returned .57% in September while the Russell 2000 (small caps) went down a meaningful 2.40%. Internationally, returns ranged from up .44% for the S&P EPAC BMI (international
developed markets) to slightly down for emerging markets. The MSCI EM was down .32% this month.

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Newsletter September 4, 2018

August was another spectacular month for US equities. The S&P’s 500 was up 3.26% while the Russell 2000 (small caps) registered a 4.31% performance. Internationally, the situation was bleak. The EPAC BMI (international developed markets) was down 1.72% while the MSCI EM dropped a more painful 2.90%.

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Newsletter August 4, 2018

US equities rallied broadly in July with the S&P’s 500 up 3.72% and the Russell 2000 (Small caps) up 1.74%, respectively. Internationally and in spite of the on-going trade rhetoric, thepicture improved. The Epac BMI (developed markets) was up 1.86% while emerging market equities jumped from 1.68% to 3.34% (MSCI EM and MSCI Frontier 100 respectively).

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Newsletter July 4 2018

June saw US equities rise with the S&P’s 500 up .62% and the Russell 2000 (Small caps) up .71%, respectively. The picture continued to deteriorate internationally. The Epac BMI (developed markets) was down another …

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Newsletter June 4, 2018

The month of May was particularly volatile. US equities ended resolutely up with the S&P’s 500 returning 2.41% and the small cap index (Russell 2000) rising a whopping 6.07%.

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Newsletter April 4, 2018

Jawboning on trade issues by the Administration in the early part of March, combined with Tech-related woes in the latter part of the month, shook investors’ confidence and prompted them to close the first quarter of the year on a negative note.

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Newsletter March 4, 2018

In February, the S&P’s 500 dropped 3.69% while the Russell 2000 sunk 3.87%. The damage was a bit more pronounced internationally as a result of the appreciation of the USD against major currencies. The S&P’s EPAC BMI, our reference index for international developed markets, went down 4.59% while the MSCI EM (emerging markets) index dropped 4.61%.

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