5 top tips to pick a winning fund
Money Reporter •2019-04-30 •
As all fund companies will tell you, past performance is no guarantee of future results. If that’s so, then how can you pick a fund to invest in?
Picking tomorrow’s winners Read More
Money Reporter •2019-04-30 •
As all fund companies will tell you, past performance is no guarantee of future results. If that’s so, then how can you pick a fund to invest in?
Picking tomorrow’s winners Read More
Money Reporter •2019-03-19 •
As all fund companies will tell you, past performance is no guarantee of future results. If that’s so, then how can you pick a fund to invest in?
Picking tomorrow’s winners Read More
Investor's Digest of Canada •2019-03-03 •
Toronto-based Purpose Investments portfolio manager Greg Taylor says the market has rotated from its growth focus to a search for value. He picks two funds for this transitioning market as Read More
Money Reporter •2019-02-18 •
If you have new money to invest, we consider the Canadian stock market a good place to put some of your money. We would take this opportunity to invest in Read More
Money Reporter •2019-02-11 •
You will get the most from your income portfolio by following the four guidelines below. Also, be sure to own at least one good dividend or equity income fund, and, Read More
Money Reporter •2019-01-28 •
Whether you invest in equity mutual funds or directly in stocks, you need to diversify your holdings and balance them to suit your own investment circumstances and objectives. Below we Read More
Money Reporter •2018-12-27 •
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
Money Reporter •2018-12-10 •
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
Money Reporter •2018-11-05 •
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
Money Reporter •2018-10-15 •
Because they trade like stocks, one advantage of ETFs over mutual funds is that you can use limit orders, stop orders and good-through orders for example, and often ETFs also Read More
Money Reporter •2018-10-08 •
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
Money Reporter •2018-10-02 •
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
Money Reporter •2018-09-17 •
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
Money Reporter •2018-07-31 •
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
Money Reporter •2018-07-02 •
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
Money Reporter •2018-06-19 •
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
Money Reporter •2018-06-11 •
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
Money Reporter •2018-05-29 •
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
Money Reporter •2018-04-29 •
Every month the Money Reporter, the newsletter for income-oriented investors, publishes its list of 25 recommended common stocks and 16 recommended mutual equity funds.
What to do about common stocks now
There’s Read More
Money Reporter •2018-04-22 •
Scotia Canadian Dividend Fund has led its peer group this year, and it delivered excellent results last year. But it has also done well over longer time frames. It’s well Read More
Money Reporter •2018-04-17 •
Recent weakness in the Canadian market leads us to recommend Canadian equity funds for new purchases right now. Higher stock valuations in the US have made international equity funds the Read More
Money Reporter •2018-03-12 •
Every month the Money Reporter, the newsletter for income-oriented investors, publishes its list of 25 recommended common stocks and 16 recommended mutual equity funds.
What to do about common stocks now
After Read More
Money Reporter •2018-02-13 •
In the debate over whether it’s best to invest actively or passively, it’s easy to lose track of the availability of a third option. Combining both investment approaches can be Read More
Money Reporter •2018-02-05 •
Recent weakness in the Canadian market leads us to recommend Canadian equity funds for new purchases right now. Higher stock valuations in the US have made international equity funds the Read More
Money Reporter •2018-01-29 •
Whether you invest in equity mutual funds or directly in stocks, you need to diversify your holdings and balance them to suit your own investment circumstances and objectives. Below we Read More
Money Reporter •2017-12-25 •
Scotia Canadian Dividend has been a relatively strong performer compared to its peers in the Canadian dividend and equity-income mutual fund category. It’s a fund that will fit with an Read More
Money Reporter •2017-11-21 •
Scotia Canadian Dividend has been a relatively strong performer compared to its peers in the Canadian dividend and equity-income mutual fund category. It’s a fund that will fit with an Read More
Money Reporter •2017-11-13 •
Where can you buy a basket of stocks at a discount and get a 6.1 per cent dividend yield paid to you in monthly installments? The closed-end Blue Ribbon Income Read More
Money Reporter •2017-10-23 •
In spite of a large body of evidence that investing in equities produces superior long-term results than does investing in any other class of assets such as bond, money-market securities Read More
Money Reporter •2017-10-16 •
If you want just one Canadian equity mutual fund, let it be Mawer Canadian Equity. The fund has one of the lowest management expense ratios in its category, giving you Read More
Money Reporter •2017-10-10 •
Every month the Money Reporter, the newsletter for income-oriented investors, publishes its list of 25 recommended common stocks and 16 recommended mutual equity funds.
What to do about common stocks now
After Read More
The MoneyLetter •2017-09-21 •
At ValueTrend, as the name suggests, portfolio management is driven by value-based principles. But, says portfolio manager Keith Richards, any system worth its salt will save you in the long Read More
Money Reporter •2017-09-19 •
GBC International Growth Fund is well diversified by industry sector. It has exposure to most sectors of the global economy, and its greatest exposure to a single sector is just Read More
Money Reporter •2017-09-04 •
Recent weakness in the Canadian market leads us to recommend Canadian equity funds now. Higher stock valuations in the US have made international equity funds the more attractive choice globally.
The Read More
Money Reporter •2017-08-21 •
Mining stocks and oil and gas stocks have compelling valuations right now which makes a specialty fund such as RBC Global Resources attractive. If you’d rather track a broad index, Read More
Money Reporter •2017-07-03 •
Beutel Goodman Canadian Equity Fund hasn’t always outperformed its peers and the Canadian stock market, but it has certainly done so most of the time. It has outperformed its peer Read More
Money Reporter •2017-06-12 •
One question that mutual fund investors commonly ask is: “How many funds should I own?” The number will vary according to how much money you have and how much effort Read More
Money Reporter •2017-06-06 •
Investors who want an equity portfolio that approximates the Toronto Stock Exchange will hold about a third of their portfolio in resource stocks. The further breakdown is: materials stocks (includes Read More
Money Reporter •2017-05-29 •
We’ve added Beutel Goodman American Equity to our list of ‘The Top 40: Canada’s Best Mutual Funds’ in the category of recommended equity mutual funds that invest mainly in U.S. Read More
Money Reporter •2017-05-08 •
Bond funds account for about 13 per cent of the money Canadians have invested in mutual funds. But these funds do little more than enrich their managers and enslave investors.
We Read More
Money Reporter •2017-04-10 •
Every month the Money Reporter, the newsletter for income-oriented investors, publishes its list of 24 recommended common stocks and 16 recommended mutual equity funds.
What to do about common stocks now
North Read More
Investor's Digest of Canada •2017-03-13 •
Analysts follow as many as 20 stocks, most of which are rated ‘buys’. Of those buys, an analyst has one or two special favourites seen as most suitable for new Read More
Money Reporter •2017-03-06 •
If you’re like many new investors, you’ve rushed into your bank near the end of February and put as much as you could manage into your RRSP. You may have Read More
Money Reporter •2017-02-13 •
At the Money Reporter, we take a portfolio approach to your investments, covering all asset classes: cash, fixed-income securities, income trusts and Canadian, U.S. and international equities. Sometimes a mutual Read More
Money Reporter •2017-02-06 •
If you’re like many new investors, you’ve rushed into your bank near the end of February and put as much as you could manage into your RRSP. You may have Read More
Money Reporter •2017-01-23 •
Continue to add to your Canadian equity mutual funds portfolio. Aggressive small-cap equity mutual funds are starting to reward risk takers now.
Economic data and market sentiment have improved in recent Read More
Money Reporter •2016-12-12 •
Here’s a fund that checks a number of boxes. It covers off your portfolio’s foreign content, hedges your currency exposure and keeps your costs low.
Index funds that track broad Read More
Money Reporter •2016-11-29 •
We’re approaching that time of year when many mutual funds distribute the capital gains they’ve realized throughout the year to their unit-holders. This event should serve as a reminder to Read More
Money Reporter •2016-10-24 •
Buying just a Canadian index fund is not good enough. You need to diversify further, especially in Canada where three sectors—financials, materials and energy—are so heavily weighted in the S&P/TSX Read More
Money Reporter •2016-10-18 •
The Money Reporter’s ‘Mutual Fund Planning Guide’ highlights the 40 best Canadian mutual funds for long-term investment. The Guide has just added a new fund to its list of seven Read More
Money Reporter •2016-09-27 •
Well, maybe not in your hands. But here’s a one-stop mutual fund for global investing that puts a very big part of the whole world into your portfolio.
The Money Reporter Read More
Money Reporter •2016-09-05 •
With the strong performance of the Canadian stock market this year, there is an increased risk that investors will start to overpay for stocks. But that’s not a risk you’ll Read More