Author: Money Reporter

Money Reporter

The Money Reporter is Canada’s leading personal finance advisory for investors interested in earning more income.

Every two weeks, the Money Reporter updates subscribers on the latest developments in every area of income investment — preferred shares, debentures, bonds, Dividend Re-Investment Plans, the best Canadian stocks for conservative investors and much more.

The Money Reporter is also Canada’s leading source of advice on income trusts. The monthly Income Trust Guide provides in-depth analysis and timely reports with specific buy-sell recommendations.

The Money Reporter is also packed with portfolio planning advice, the best retirement-planning strategies and tax-savings reports. Subscribers always have specific advice they can act on.

Article Index

Should you rebalance your portfolio?

Rebalancing an investment portfolio makes intuitive sense. And it serves to take emotion out of the picture. But it also takes judgment out of the picture. And its benefits are   Read More

Here’s a way to play rising interest rates

Floating-rate bonds and floating-rate bond ETFs offer you a way to protect your fixed-income portfolio from rising interest rates.
In view of rising interest rates, we’ve advised you to shorten the   Read More

Mackenzie Canadian Growth makes Top-40

We’ve added a new fund to our recommended Conservative Canadian Stock Funds on the Money Reporter’s ‘The Top 40: Canada’s Best Mutual Funds’ list. Mackenzie Canadian Growth Fund’s investment approach   Read More

Here’s a way to play rising interest rates

Floating-rate bonds and floating-rate bond ETFs offer you a way to protect your fixed-income portfolio from rising interest rates.
In view of rising interest rates, we’ve advised you to shorten the   Read More

Global equity fund is a buy for growth

TD Entertainment and Communications Fund is a buy for above-average appreciation potential if you’re willing to accept a higher level of risk to achieve that goal.
We’ve added TD Entertainment   Read More

Preferred split shares explained

Preferred split shares are not your run-of-the-mill preferred shares.  Split preferreds serve a specific need of some income investors. But you don’t get the extra income without shouldering some extra   Read More

Do fund management expenses matter?

Mutual fund management expenses take a meaningful chunk of your funds’ asset values. And they do so year after year. But the real question should be whether what you get   Read More

Strip bonds suited for registered plans

Strip bonds are well suited for RRSPs, RRIFs, or TFSAs. They offer many advantages, such as certainty when planning for income. Remember, however, it’s best to hold strips inside a   Read More

How to invest in the money market

Not all money market instruments are substitutes for each other. Below we look at the various securities available for investing your cash in, and identify which ones we have preferences   Read More

How to invest in emerging markets

Many investors recognize the likelihood that developing countries will grow at a faster rate than will developed countries over coming years. That’s simply because they’re so under-developed now. But some   Read More

Bond funds come up short

Bond funds seem like the answer to a number of investor needs. They provide income, apparent safety in your portfolio and even speculation on interest rates. But they fail to   Read More

Time to review your asset allocation

Here’s our most recent advice on allocating your assets for the markets we expect to transpire over the next several quarters. Some investors maintain a normal asset allocation during all   Read More

The case against balanced funds

Though balanced funds are extremely popular with Canadian investors, we see little appeal in these investment products. It’s better to create your own balanced fund by selecting stock funds and   Read More