The question on every investor’s mind is: How am I doing? We all want to know how our investments are performing. There may also be a competitive desire to “beat the market”. The way to answer the question is with benchmarks.
One enduring belief in investing is the trade-off between risk and reward. Yet, empirical studies show that taking excessive market risk either has no, or actually, a negative correlation to total investment return. There is even a name for this phenomenon: “the low volatility anomaly.”
ETF Capital Management and Q Wealth Partners are trade names of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth.
The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.