The Roberts Nash Advisory Group uses a defined set of rules for selecting its fund managers and exchange traded fund exposures (ETF’s). One of these rules is that we do not invest in equity sector funds – geographic or economic. While potential...
The Roberts Nash Advisory Group believes that proper portfolio construction includes the use of both passive and active investments. Some investment exposures are best achieved through direct bond or equity ownership; others through exchange traded...
When we started writing monthly comments we knew there would come a point where the figures presented would be negative. It was even possible that we would have a negative year. Historically it’s normal for the US markets to have a correction of 10...
Jessica Bruno and Dean DiSpalatro, with files from Canadian Press / September 1, 2015 The R-word. Two consecutive quarters of negative growth mean Canada is in recession. What does that mean for client portfolios? Full Article
Our goal in portfolio management is to try and provide a higher than average return with lower than average risk. This means not taking big bets on different market segments. While not always exciting, such an approach has been shown to be...
The Redwood Global Small Cap was first hired by the Roberts Nash Advisory Group in 2011 during what proved to be a significant small cap market correction. The funds returns that year were negative for all holders, and in 2012 the fund dropped an...
In an investment world that can be blinded by short term news items, it’s critical to step back to examine long term trends and disruptive technologies. This article by Capital Group highlights past industry changes, and suggests that 75% of...
Individual stocks held in portfolios managed by The Roberts Nash Advisory Group are generally large cap North American equities with a dividend. While we do not use these models for stock selection, the list is always worth reviewing and...
When an athlete or team falters, some say they “ran out of gas”….well the ‘Santa Claus Rally’ in the equity markets is faltering. However, it is definitely not for a lack of fuel. One of the primary reasons for recent economic stability, a...
There are many factors to consider when selecting investments. The attached article from Norrep Funds does a good job of illustrating the issue of focusing on only one – “fees”. The Roberts Nash Advisory Group strives to structure tax...