Not a Portfolio Analytics Member Yet? Discover the Great Services Portfolio Analytics Has To Offer!
For those members which are on the ‘Basic’ plan, visit this page to see all of the great tools and services that members on our Portfolio Analytics tier receive.
Portfolio Analytics members have access to the following services:
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Have your entire portfolio analyzed for critical mistakes and opportunities
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See all your investments in one place (for your entire household and across all accounts)
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Instant insights on how to reduce your portfolio risk, by analzying asset classes, geography and sector allocation
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Access to the Macro Market Models service, which provides updates on how ‘aggressively’ or ‘conservatively’ investors can approach the markets
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Plus all the same access that Basic members receive!
Learn more by visiting this page!
Report Updates
We have posted report updates on CAE Inc. (CAE) and Chartwell Retirement Residences (CSH.UN). CAE is a tech company which provides software-based simulation training and critical operations support solutions to pilots, cabin crew, airlines, defense and security forces. CSH.UN is an open-ended real estate trust that indirectly owns and operates senior housing communities. One company has executed well on its acquisitive growth strategy in 2024 and recent momentum has been strong, while the other has seen pressure on its margin profile and has a few near-term headwinds that can affect its growth.
Read the latest updates by logging in here!
Market Update
The markets have been sliding lower over the past few weeks, as an anticipated ‘Santa Rally’ never materialized, and instead hawkish commentary from the Federal Reserve sent stocks falling into year-end and the early parts of the year. There has been a lot of ‘noise’ in the stock market recently, as a slight change in tune by the Federal Reserve mixed with both a robust labour market and uncertainty around Trump’s inauguration has forced equities lower. There are a lot of important events on the horizon, with US inflation tomorrow morning, earnings season beginning this week, and the inauguration next Monday. Uncertainty is high, but we are beginning to see underlying early signs in the market that are encouraging. If there is one thing that the market does not like, it is uncertainty, and we see these clouds clearing up very soon. With that said, we wanted to use this market update as an opportunity to go over some of our ‘core principles of investing’ at 5i Research.