by wilwutherich | Jun 2, 2021 |
Monthly Message The Wutherich & Co. Composite was up 0.1% in May. This compares with the S&P/TSX being up 3.4%. The portfolio came off the boil a little in May. While most of our names reported exceptional numbers for their most recent quarters, a few sold off...
by wilwutherich | May 27, 2021 |
Monthly Message The Wutherich & Co. Composite was up 5.1% in April. This compares with the S&P/TSX being up 2.4%. Performance of the Wutherich & Co. Portfolio has been exceptional over the last year, helped along by strong markets. Given how high...
by wilwutherich | Apr 2, 2021 |
Monthly Message The Wutherich & Co. Composite was up 2.0% in March. This compares with the S&P/TSX being up 3.9%. This month, we lapped the pandemic driven low of March 23, 2020. From that date, the Wutherich & Co. Portfolio is up approximately 185%. (Note...
by wilwutherich | Mar 1, 2021 |
Monthly Message The Wutherich & Co. Composite was up 14.2% in February. This compares with the S&P/TSX being up 4.4%. February 2021 ranks as our third strongest month ever. This follows last April at 22.3% and last November at 18.2%. The portfolio was strong...
by wilwutherich | Feb 1, 2021 |
Monthly Message The Wutherich & Co. Composite was up 3.5% in January. This compares with the S&P/TSX being down 0.3%. What a start to the new year! It seems like we have already had a year’s worth of volatility and news stories in just the first month. We...
