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 […]
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 […]
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 […]
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.
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 […]
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% […]