If you’re looking to invest in mutual funds, it can be hard to know where to start. But if you take the advice of famed investor Peter Lynch, and look   Read More

Are you looking for a way to invest your money that is in line with your personal values? If so, you may want to consider the iShares Jantzi Social Index   Read More

To be adequately diversified, you need to invest in a variety of income securities.

In general, we recommend that you limit income trusts to about 20 per cent of your portfolio.   Read More

To be adequately diversified, you need to invest in a variety of income securities.

In general, we recommend that you limit income trusts to about 20 per cent of your portfolio.   Read More

If you’re following a dollar-cost averaging plan, carry on with it. If you have new money to invest, emphasize conservative funds.

Our current thinking
It could get worse before it gets better.   Read More

If you’re following a dollar-cost averaging plan, carry on with it. If you have new money to invest, emphasize conservative funds.

Our current thinking
It could get worse before it gets better.   Read More

We’ve added Fidelity Greater Canada Fund to our Top-40 list. It replaces CI Canadian Investment Fund, which we discuss.

Fidelity Greater Canada
We’ve removed CI Canadian Investment Fund from our Mutual Fund   Read More

Following the staggering depths of 2020 and dizzying highs of 2021, the markets have reverted to the mean in 2022, aping historical trends and setting the stage for a rally   Read More

Following the staggering depths of 2020 and dizzying highs of 2021, the markets have reverted to the mean in 2022, aping historical trends and setting the stage for a rally   Read More

Long-term growth through exchange-traded index funds can stabilize your financial future.

If you’re investing for income, mutual funds may have a special place in your portfolio. We’re talking about the longest-term   Read More

Small-cap stocks take great effort to analyze and understand. That’s why we think most investors are better off relying on mutual funds for these types of investments.
The greatest potential for   Read More

Small-cap stocks take great effort to analyze and understand. That’s why we think most investors are better off relying on mutual funds for these types of investments.
The greatest potential for   Read More

With all our other investment choices, be it stocks or trusts or bonds or cash, we all make our own decisions on what and when to buy and sell. Not   Read More

If you’re like many people, you’ve rushed into your bank near the end of February and put as much as you could manage into an RRSP.

After 2019’s 19-per-cent gain in   Read More

With all our other investment choices, be it stocks or trusts or bonds or cash, we all make our own decisions on what and when to buy and sell. Not   Read More

Despite the recent strength in real estate investment trusts, they still offer a compelling opportunity.
Real estate investment trusts, or REITs, have been market leaders this year. And they may continue   Read More

If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.

In the first half of this year, positive trends   Read More

Despite the recent strength in real estate investment trusts, they still offer a compelling opportunity.
Real estate investment trusts, or REITs, have been market leaders this year. And they may continue   Read More

If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.

In the first half of this year, positive trends   Read More

Despite the recent strength in real estate investment trusts, they still offer a compelling opportunity.
Real estate investment trusts, or REITs, have been market leaders this year. And they may continue   Read More

If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.

In the first half of this year, positive trends   Read More

Here are two REITs to buy. One is focused on residential properties; the other has a portfolio of office, retail, industrial and residential properties.

CAP REIT (TSX—CAR.UN)
Despite the impact of the   Read More

Blue Ribbon outperforms the broad market, though not its high-income benchmark. The fund should do well, though, if value, or bargain, stocks regain appeal as seems likely.

Blue Ribbon Income Fund   Read More

Here are two REITs to buy. One is focused on residential properties; the other has a portfolio of office, retail, industrial and residential properties.

CAP REIT (TSX—CAR.UN)
Despite the impact of the   Read More

Blue Ribbon outperforms the broad market, though not its high-income benchmark. The fund should do well, though, if value, or bargain, stocks regain appeal as seems likely.

Blue Ribbon Income Fund   Read More

Gold prices are being driven up by demand from India and China; silver prices by demand from various industrial users. Don Vialoux picks 4 ETFs to buy for precious metals.

Rapidly   Read More

US stocks are quite expensive compared with equities in other world markets. Here’s a way to take it slow and easy with your US investing.
Stocks in the US, particularly those   Read More

For many investors, what their money is used for may be as important as how much profit it makes.

There’s a large segment of the investing public that’s interested in the   Read More

Gold prices are being driven up by demand from India and China; silver prices by demand from various industrial users. Don Vialoux picks 4 ETFs to buy for precious metals.

Rapidly   Read More

On few occasions have we seen a fund that dominates its category for more than seven years in a 10-year period. But such funds do exist—even in the bond fund   Read More

As US equities run into turbulence, now may be a good time to look to European stocks, where valuations are lower and the economy has yet to fully benefit from   Read More

For many investors, what their money is used for may be as important as how much profit it makes.

There’s a large segment of the investing public that’s interested in the   Read More

On few occasions have we seen a fund that dominates its category for more than seven years in a 10-year period. But such funds do exist—even in the bond fund   Read More

Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.

Fiscal stimulus and ultra-low interest rates helped   Read More

With small-cap stocks expected to do well in an economic recovery, we like these two small-cap funds for investment now.

Small-cap stocks are enjoying relatively strong returns this year. While the   Read More

If past performance is no guarantee of future performance, how can you choose a fund?
Some statistics will help pick out the long-term, if not the short-term winners.

Picking tomorrow’s winners among   Read More

Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.

Fiscal stimulus and ultra-low interest rates helped   Read More

Fidelity Canadian Opportunities is a buy for above-average long-term growth potential. It joins out Top 40 list in the Aggressive Canadian Stock Funds category.
We’ve added Fidelity Canadian Opportunities Fund (Fund   Read More

Equity analyst Don Vialoux says current ‘best buys’ are Canadian securities or ETFs that will benefit from the recovery in the Far East.

As the bite of winter settles in, longtime   Read More

Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.

Fiscal stimulus and ultra-low interest rates helped   Read More

Fidelity Canadian Opportunities is a buy for above-average long-term growth potential. It joins out Top 40 list in the Aggressive Canadian Stock Funds category.
We’ve added Fidelity Canadian Opportunities Fund (Fund   Read More

Equity analyst Don Vialoux says current ‘best buys’ are Canadian securities or ETFs that will benefit from the recovery in the Far East.

As the bite of winter settles in, longtime   Read More

This closed-ended investment trust is cautiously optimistic about higher yielding stocks.
Blue Ribbon Income Fund (TSX—RBN.UN) outperformed the S&P/TSX High Dividend Total Return Index in the first three quarters of this   Read More

This closed-ended investment trust is cautiously optimistic about higher yielding stocks heading into the end of the year.
Blue Ribbon Income Fund (TSX—RBN.UN) outperformed the S&P/TSX High Dividend Total Return Index   Read More

Continue to buy gradually, emphasizing diversified, conservative Canadian and international (ex US) equity funds.

We think US stock valuations are rather high. We therefore recommend new money be added to non-US   Read More

Regardless of the investment philosophy or style of a fund’s portfolio manager, the only solid information we have about a fund is its portfolio and its past performance.

When you look   Read More

Capital Group Global Equity fund has been a stellar fund over the years. But it’s not resting on its laurels. The fund is adjusting its portfolio in response to the   Read More

In its regular feature ‘What to do this month’, the Money Reporter recently took a look at common stocks and mutual funds.
What to do about common stocks

The outlook for the   Read More

In its regular feature ‘What to do this month’, the Money Reporter recently took a look at common stocks and mutual funds.
What to do about common stocks

The outlook for the   Read More

Mutual funds should be looked at as long-term investments, and so consistently high MER coverage over three, five and ten years is best.
With all our other investment choices, be it   Read More

Do you have cash sitting in your brokerage account doing nothing at all. Don’t expect your broker to do anything about it. You have to do it yourself.

Money-market funds used   Read More

We’ve added Mackenzie Canadian Growth Fund to our Recommended Mutual Funds list.
Mackenzie Canadian Growth Fund (Fund codes: MFC650(FE), MFC640(BE), MFC7028(LL)) invests mainly in Canadian stocks to achieve long-term capital growth   Read More