by wilwutherich | Sep 3, 2019 |
Monthly Message The Wutherich & Co. Composite was down 7.9% in August. This compares with the S&P/TSX up 0.4% and the BMO Small Cap Index down 0.5%. The Wutherich & Co. Composite did take a hit in August, though still up 12.9% year-to-date. The balance of...
by wilwutherich | Aug 2, 2019 |
Monthly Message The Wutherich & Co. Composite was up 0.3% in July. This compares with the S&P/TSX up 0.3% and the BMO Small Cap Index up 1.9%. The portfolio continues to navigate the summer doldrums at a lugubrious pace. Things may quicken with the release of...
by wilwutherich | Jul 4, 2019 |
Monthly Message The Wutherich & Co. Composite was down 0.8% in June. This compares with the S&P/TSX up 2.5% and the BMO Small Cap Index up 4.6%. Weakness in a handful of weightings in the portfolio hurt performance in June. With one possible exception, we...
by wilwutherich | Jun 5, 2019 |
Monthly Message The Wutherich & Co. Composite was down 3.2% in May. This compares with the S&P/TSX down 3.1% and the BMO Small Cap Index down 2.7%. Sell in May and go away? Well, we certainly saw some selling in May, egged on by a few Trump Tweets about trade....
by wilwutherich | May 2, 2019 |
Monthly Message The Wutherich & Co. Composite was up 4.9% in April. This compares with the S&P/TSX up 3.2% and the BMO Small Cap Index down 0.3%. We submit our numbers to Mercer (a pension consultant) to compare how we have done versus our peer group. As of...
