Prosperity Newsletters

Prosperity Newsletter March 2020

Professional Portfolio Management with Local Accessibility, celebrating 25 years of Financial Planning Over the past few months we have used this newsletter to illuminate various aspects of the Prosperity Fund. Just a few short weeks ago I had some cool new things scheduled to share in this issue. But with the recent market volatility all […]

Prosperity Newsletter – Feb 2020

The Prosperity Update – February 2020 Professional Portfolio Management with Local Accessibility 2020 – celebrating 25 years of Financial Planning Reminder: The RRSP deadline is March 2, 2020 What Makes the Prosperity Fund Special The Prosperity Fund is a collection of our best ideas at our best prices, with client friendly convenience. The “Why” of […]

Prosperity Newsletter January 2020

The Prosperity Update – January 2020 What You Own and Why You Own It In January Brad had a quick trip to Palm Springs for the Value Partners Investments shareholder meeting and due diligence trip. The weather was great, but the real reason for the trip was to get face to face with some of […]

Prosperity Newsletter December 2019

The Prosperity Update – December 2019 What You Own and Why You Own It Primarily, you own equities. What does that mean? It means you own a little piece of a whole lot of businesses and, as an owner, you share in the results of the business. Professional Portfolio Management with Local Accessibility I believe […]

Prosperity Newsletter November 2019

The Prosperity Update – November 2019 What You Own and Why You Own It Last month we discussed the recent additions of Suncor and Canadian Natural Resources to the Prosperity Fund. Recently, both Suncor and Canadian Natural Resources announced their third quarter results. Suncor generated $2.7 billion from operations in the third quarter, declared a […]

Prosperity Newsletter October 2019

Did you know that Brad does not receive any compensation for managing the Prosperity Fund? We have purposely structured the Prosperity Fund so that Brad is paid for managing the assets, not on how the assets are invested.

Prosperity Newsletter September 2019

The Prosperity Update – September 2019 Some nice developments this month! Check out our new website for updated information. http://bradbrainfinancial.com/investments-acpi/  Current Holdings, as of August 30, 2019  Cash and Fixed Income  14.7%  Cash 7.3% Daily Interest Savings 5.5% Vanguard Canadian Aggregate Bond ETF 8.0% Balanced 15.4%  Value Partners Income Pool 15.4% Equities 65.1% Antares Total […]

Prosperity Newsletter August 2019

The Prosperity Update – August 2019 Hi folks. The Prosperity Fund is up and running! Check out our new website for updated information. http://bradbrainfinancial.com/investments-acpi/  Current Holdings, as of July 31, 2019 Cash and Fixed Income 14.7% Cash 4.0% Daily Interest Savings 2.5% Vanguard Canadian Aggregate Bond ETF 8.2% Balanced 16.5% Value Partners Income Pool 16.5% […]