fbpx

Classic Signs of Speculation – GMO

In a recent article GMO noted that more than half of U.S. Growth stocks have negative earnings, yet Growth stocks have dramatically outperformed in the past few years. Please click on the link below to read the original article. Chart 1: % of Russell 3000 Growth...

August 2021

Dear Fintax Investor Please find attached the fund fact sheets and MGIM commentary for August 2021. Last month the Growth Fund delivered 1.9% and the Balanced Fund 1.2%. Recently, Momentum Investments hosted its 2021 Think-Tank conference with the title “Investing in...

July 2021

Dear Fintax Investor Please find attached July’s fund fact sheets along with the MGIM commentary. The Growth Fund delivered 0.7% and the Balanced Fund 1.5% in a month where global fixed income outperformed global equities. The Growth Fund has delivered 27.8% and the...

Piggybacking off of the collective

A benefit of a collective investment scheme (CIS) There are benefits to investing in a collective investment scheme (CIS) (also called a unit trust or mutual fund) relative to an individual share of a listed business in a post-tax discretionary investment account. The...

June 2021

Dear Fintax Investor Please find attached the latest fund fact sheets. Last month, the Balanced Fund delivered 0.2% and the Growth Fund 1.2%. In the attached commentary MGIM note that they are not currently overly concerned with inflation rising more and lasting...