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

You should have some exposure to US stocks now. We recommend the hedged versions of PH&N US Equity Fund, which is a managed offering, and TD US Index Fund-e, an   Read More

We have always advised strenuously against stock-market timing. And the longer we work at investments, the more convinced we become that no one has much of an edge at timing.

It’s   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

2018 was a poor year for most Canadian stock funds and you may have received some shocking tax reporting slips this month. But now, it’s too late to do anything   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

Continue with your investment program, including regular additions to your small-cap funds, if these suit your temperament and objectives. But maintain a balance between conservative funds and aggressive funds.

Our current   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’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   Read More

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

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

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

If China starts to sell a small portion of its holdings of US bonds and bills, US interest rates could go even higher. China has a very significant ‘ace in   Read More

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

If China starts to sell a small portion of its holdings of US bonds and bills, US interest rates could go even higher. China has a very significant ‘ace in   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

Most fund-industry observers like to comment on the management style of various funds. And some believe stock markets go through cycles of rewarding different styles, such as growth or value   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

When stocks are bullish and most equity funds are rising, making money seems the only factor to consider. But markets aren’t always like that. And you still need to invest   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

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

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

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

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

Rising interest rates have historically benefitted cyclical securities like mining stocks, fertilizer stocks and gold stocks. The Money Reporter picks a mutual fund with broad exposure to the sector, a   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

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

So you’re a hands-on investor and you want to decide for yourself which investments go into your self-directed Registered Retirement Savings Plan. TaxLetter contributing editor Samantha Prasad, a tax partner   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

Or “one man’s loss becomes another man’s gain”, according to 1707’s A General Treatise of Monies and Exchanges. There are so many versions of this truism that no credit can   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

2016 was a great year for most Canadian stock funds. So you may receive some shocking tax information slips near the end of February. And now, it’s too late to   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

If you’d rather not pick a fund manager, then maybe you should just simply pick the market. Exchange-traded index funds (ETFs) make ideal core holdings if you neither want 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

Have your cake and eat it too. Impossible? Maybe not, says portfolio manager Keith Richards. Mr. Richards names some stock sectors and specific exchange traded funds that you can use   Read More

Investors confused by the plethora of stocks available to build a balanced portfolio often turn to funds as an alternative. That’s when they discover that there seems to be more   Read More