Portfolio update December 2020
Our team will be signing off until early January from next Tuesday, and prior to that, I wanted to share some updates into the portfolios we manage, and to outline some changes we recently made to our active models. Portfolio performance Given the year that we have had, for the AAN Growth Model to be […]
Investment year in review 2020
Arguably, the COVID-19 year has been similar to living through a global conflict and for many under 45, it was definitely a new experience. As with all such experiences, it can be confronting, and challenging in terms of our health and well-being, and it remains to be seen as to whether there will be far […]
Investment update March 2020
Each quarter the AAN model portfolios are reweighted back to their strategic benchmarks by the Investment Committee, however in our most recent end-of-quarter reweight some changes were also made to the underlying models. Some of these decisions were based on research that has been conducted over the last two quarters, and others were tactical and in response to […]