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Compare Your Portfolio

 
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This area of our site provides users the ability to enter their current account information and receive a personalized portfolio comparison. To receive your own comparison, simply enter the name or code of the funds that make up your current portfolio and we will provide you with a free comparison of your portfolio to one of our mutual fund portfolios.

The report provides the following information:

  • Portfolio Growth Comparison (Shows the difference in performance between the portfolios)
  • Portfolio Analysis (Breaks down the geographic, sector, and asset allocation of each portfolio)
  • Risk vs. Return (Compares the risk and return for both portfolios)
  • Portfolio Correlation Matrix (Compares the efficiency of portfolio design)

If you'd prefer, please feel free to fax a copy of your account statement to 604-568-1339, or email info@ddfinancial.ca and we will complete the comparison for you.


Before you proceed please provide us with the following information:


First and Last Name: Phone Number:

Email Address:

Home Province:

We require your personal information for internal uses only. We will not sell or give your personal information to anyone without your permission. We are not in the business of distributing personal information. For more details, please see our privacy policy.

Please note: The comparison accepts a maximum of 10 entries. If you have more than 10, and would like a comparison prepared for you, please contact us at (604) 568-1390, or email us at info@ddfinancial.ca.

Each fund from your account statement can be entered into the comparison by first selecting the mutual fund company, then entering the specific fund, followed by the dollar value or percentage that this investment represents. Please repeat this process until your entire portfolio totals 100%.

Once you have entered all funds, please scroll down to the bottom of the screen to submit your portfolio.

Fund #1

Fund Company: Fund Name:

Amount of fund:

Fund#2

Fund Company: Fund Name:

Amount of fund:

Fund#3

Fund Company: Fund Name:

Amount of fund:

Fund#4

Fund Company: Fund Name:

Amount of fund:

Fund#5

Fund Company: Fund Name:

Amount of fund:

Fund#6

Fund Company: Fund Name:

Amount of fund:

Fund#7

Fund Company: Fund Name:

Amount of fund:

Fund#8

Fund Company: Fund Name:

Amount of fund:

Fund#9

Fund Company: Fund Name:

Amount of fund:

Fund#10

Fund Company: Fund Name:

Amount of fund:

Total Market Value of Your Portfolio?

Please answer the following questions to complete the comparison process:

  1. How would you describe your investment objectives? Low-risk Moderate risk High risk or aggressive
  2. Are the funds within the investment being used to provide you an income at the moment or in the near future (less than 5 years)? Immediate 5 years plus
  3. Choose the description that best suits this investment. Short term investment Long term growth Retirement planning Income generation now or near future, or speculative growth.

Thank you for comparing your portfolio. A comparison will be will be prepared within 24 hours during regular business hours and emailed to you. We will attempt to contact you to discuss the results and answer any questions you may have. If you do not receive an email or phone call, please contact our office at (604) 568-1390 or 1-866-466-4745.

 

For your convenience, we have included three sample comparison reports below. Feel free to click on a report for details.

Scotia Partners Income and Growth Portfolio

Invesco Trimark Dialogue Growth

Quotential Global Growth Portfolio

The comparisons above are for illustration purposes. The results of your actual comparison may be different than those shown here. The comparison is based on the funds which currently make up the portfolios offered by DuMoulin Dunnet Financial.

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