Investment Commentary
Consistently good advice in a constantly changing world®
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Investment Commentary
2013
Monthly Investment Perspective - May 2013
Monthly Investment Perspective - April 2013
Monthly Investment Perspective - March 2013
Monthly Investment Perspective - February 2013
2012
Opportunistic: Addition High Dividend Equity ETF
Opportunistic: Exit Palladium (PALL)
Opportunistic: Exit SPDR Euro Stoxx 50 ETF (FEZ) & WisdomTree Japan Hedged Equity ETF
Opportunistic: Exit S&P 100 Index ETF & Asia ex Japan Hedged Equity Fund
Core - Opportunistic Ratio Update
Opportunistic: Exit John Hancock & Addition of Japan Hedged Equity Fund
Opportunistic: Exit KBW Bank Index & Addition of Euro Stoxx 50 Index
Opportunistic: Addition Asia ex-Japan
2011
Opportunistic: Addition Palladium
Core - Opportunistic Ratio Update
Opportunistic: Exit Loomis Sayles & Core Model Update
Opportunistic: Exit Com Cur & Addition of US Bank
Opportunistic: Addition Australia Index Fund
Opportunistic: Exit Germany Fund
Opportunistic: Exit Allianz NJF Dividend Fund
Opportunistic: Addition Germany Fund
Opportunistic: Exit Matthews Pacific Tigers
Opportunistic: Addition John Hancock US Core
2010
