Infos
Sur cette page nous mettons à votre disposition des outils financiers et de la documentation sur la recherche en gestion d’investissement que vous pouvez utiliser et lire.
Les documents sous l’onglet « Evaluation Financière » ont pour but de vous aider à prendre une meilleure mesure de votre santé financière.
La partie « Articles Utiles » vous offre d ‘accéder à quelques articles intéressants concernant la gestion de portefeuille et patrimoniale.
Evaluation Financière
Financial-Planning-Questionnaire
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Download: Financial-Planning-Questionnaire
Balance Sheet and Cash Flow Templates
Download: Balance Sheet and Cash Flow Templates
Articles d’Intérêt
On QLACs - Jeff de Valdivia (May 25, 2016)
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On IRAs - Jeff de Valdivia (December 12, 2015)
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More on Retirement Issues - Jeff de Valdivia (July 23, 2015)
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Download: More on Retirement Issues by Jeff de Valdivia – July 23, 2015
Will I have enough to retire? - Jeff de Valdivia (April 22, 2015)
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Download: Will I have enough to Retire? by Jeff de Valdivia – April 22, 2015
JP Morgan on Retirement 2015 Edition - J.P. Morgan Asset Management ( February 2015)
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Download: JP Morgan on Retirement 2015 Edition by J.P. Morgan Asset Management – February 2015
The Skinny On Stock Options - Jeff de Valdivia (March 29, 2015)
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Download: The Skinny On Stock Options by Jeff de Valdivia – March 29, 2015
How To Go About Investing A Large Amount Of Cash - Jeff de Valdivia (March 12, 2015)
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Download: How To Go About Investing A Large Amount Of Cash by Jeff de Valdivia – March 12, 2015
Emotionality and Investing (2) - Jeff de Valdivia (February 22, 2015)
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Download: Emotionality and Investing (2) by Jeff de Valdivia – February 22, 2015
Emotionality and Investing - Jeff de Valdivia (Febrruary 4, 2015)
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Download: Emotionality and Investing by Jeff de Valdivia – February 4, 2015
2015 Outlook: Pain - Eric Parnell, CFA (December 21, 2014)
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Download: 2015 Outlook: Pain by Eric Parnell, CFA – December 21, 2014
PERSPECTIVES – The Rise and Fall of Performance Investing - Charles Ellis (August 2014 - Financial Analyst Journal)
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Bulletin d’Information
Newsletter August 2020
Equities rallied globally yet again in July fueled by a combination of better-than-expected second quarter corporate earnings, an unprecedented general agreement among European nations with grants and low interest rate loans and a weakening USD.
S&P’s 500 ended the month up 5.64% on a total return basis. The Nasdaq Composite rose 6.85%, while the Russell 2000 (Small US Caps) was up 2.77%. Internationally, the broad EPAC BMI (developed economies) was up 4.5 and the MSCI EM
(emerging markets) a larger 8.91%.
Newsletter July 2020
Equities continued to rally in June, albeit at a slower pace. The S&P’s 500 ended the month up 1.99% on a total return basis. The Nasdaq Composite rose 6.07%, while the Russell 2000 (Small US Caps) was up 3.53%. Internationally, the broad EPAC BMI (developed economies) was up 2.85% and the MSCI EM (emerging markets) a larger 7.85%.
The general market rise was associated with the gradual re-opening of most economies around the world. In the US, the positive market move in June was not without volatility, as illustrated in the chart below.
Newsletter June 2020
The upward movement in equity markets worldwide continued in May, albeit at a slower pace. The S&P’s 500 was up a robust 4.76% while the Nasdaq went up 6.89% and the Russell Small Cap index 6.51%. As of the end of May, US equities had recouped close to 95% of their 2020 losses. The speed at which the correction took place was unprecedented and so has been the rebound.
Internationally, all indices rose but generally less spectacularly than their US counterparts. The S&P’s EPAC BMI (developed economies) rose 4.56%. Emerging market indices were up 3.29% (MSCI EM) and 3.97% (MSCI Frontier 100). The USD was down a bit In May, causing some export driven developed economies (Germany, Japan) to finally outperform. The DAX was up 9.37% in May and The TOPIX was up about 7.05%.
Newsletter May 2020
In April, US equity indices bounced powerfully up from the lows reached at the end of March, recouping up to 50% of their peak to trough losses (February 19 to March 23). The S&Ps’ 500 finished up 12.35%. The Russell 2000 jumped 13.74% while the Nasdaq continued to do better than all, rising 15.49%.
Internationally, all indices rose but once again less meaningfully ..
VIDEOS
WEBINAR
French / American Chamber of Commerce
Emoptionality & Investing (May 8, 2019)
