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Performance Metrics when Evaluating a Fund

Evaluating portfolio performance and risk-return profile is an integral aspect of portfolio management. In this blog, we dive into some terms and...

Beutel Goodman & Company Ltd: Fund manager series

We are back with another round of "Invest like a Fund Manager", this time looking at one of Canada's largest mutual funds.

5 from 5i: Top 5 return-killing portfolio mistakes

Weekly stock market update & five stock related articles we thought were a must-read this week

When to Sell a Stock for Portfolio Optimization

One of the toughest questions an investor faces is when to sell. It is already hard enough to determine what the right investments are and when...

5 from 5i - My Brain Hurts: Investor Thought Experiments

5 from 5i: If Buffett has periods of underperformance, why would you expect anything different?

5 from 5i - A lesson in price targets from the Snap IPO

Here are five investment and finance stories we found interesting this week.

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Market, Upcoming Webinar, Model Portfolio, and Report Updates!

Special Webinar - Tariff Trauma Join Ryan Modesto, CFA at i2i Capital...

5 questions to ask to protect your portfolio from a trade war

With fears that Donald Trump's tariffs will hit the global economy, here's what to look for in...

Headline image for Rockets and Duds: Week 16 - April 14, 2025