Here is a Portfolio Update from one of the Investment Counsellors we use, Dixon Mitchell: http://www.dixonmitchell.com/wp-content/uploads/DM-Monthly-Report-Jul-Aug-15.pdf. We thought it would be helpful to read “A Market of One”. It goes a long way to explaining the dangers of getting too caught up in comparing our returns to those of the index when the index is dominated by one stock. Especially when that stock does not fit the fundamentals of a prudent investment.
“We have been clients of John Davis at Blackburn Davis Financial Inc. for many years. When Jim sold his company to his partner and was faced with early retirement, John and his team of experts put together a plan that allowed our young family to retire. We now enjoy bringing up our young family with a high level of confidence and faith in our financial futures thanks to John and his Associates.”
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