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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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