Since end of July 2018 Morningstar has taken down their public API interface for accessing mutual fund data. Moving forward, I will not be maintaining this site anymore but all historical information and analytics will still be available for anyone still interested.
Thanks, Kevin

investing for anyone

a collection of open-ended and transparent global investment portfolios supported by data-driven analytics for the everyday canadian investor. implementation starts right at your favorite financial institutions

strategic allocation*

emphasis on reactive allocation schemas and strategy tilts built from a quantitative and factor-based framework.

outperforming the herd

global strategies that go beyond the traditional stock-bond allocation through diversification, safety and low fees.

comprehensive statistics

insightful metrics and analytics for investors to pick and choose their plan of attack.

return %
alpha %


* historical performance based on a risk-targeted equal weight portfolio