How to choose a mutual fund
Money Reporter •2016-08-21 •
As all fund companies will tell you, past performance is no guarantee of future performance. What else, then, is the best way to evaluate mutual funds? After all, an analysis Read More
Money Reporter •2016-08-21 •
As all fund companies will tell you, past performance is no guarantee of future performance. What else, then, is the best way to evaluate mutual funds? After all, an analysis Read More
Investor's Digest of Canada •2016-08-14 •
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
The MoneyLetter •2016-07-19 •
With apologies to the “No Sex, Please—We’re British” playwrights, The MoneyLetter’s behavioural finance analyst Ken Norquay takes a look at why people make seemingly irrational decisions about investment strategy. His Read More
The TaxLetter •2016-06-09 •
Watch the mutual funds outside your registered accounts. Otherwise, you may find yourself on the hook for taxes if you buy just prior to an end-of-year capital gains distribution. And Read More
Money Reporter •2016-05-23 •
A rising loonie has let the unhedged version of this top Canadian mutual fund outperform its hedged counterpart so far this year. But owning the currency-hedged version of this mutual Read More
Money Reporter •2016-05-02 •
When stock markets turn volatile like they did earlier this year, many investors start looking for refuge — a place to put their money simply to preserve it and maybe Read More
Investor's Digest of Canada •2016-04-27 •
The value of an exchange traded fund hinges on the assets held in the fund. Toronto-based Canaccord Genuity portfolio manager Kim Inglis tells why you should ensure that the markets Read More
Investor's Digest of Canada •2016-04-18 •
“To every thing there is a season, and a time to every purpose under the heaven: A time to be born, and a time to die; a time to plant, Read More
The MoneyLetter •2016-04-17 •
You should choose a systematic withdrawal plan carefully so your money doesn’t run out before you do. A 1997 book, Die Broke, advocated planning your finances so that “The last Read More
Investor's Digest of Canada •2016-03-31 •
Chartered Market Technician Don Vialoux combines technical, fundamental and seasonality analysis to predict that Canadian metals and mining companies and U.S. industrial companies are set to rise this spring. He Read More
The MoneyLetter •2016-03-23 •
If you believe a continued market downtrend for the intermediate term is likely, then shorting the market with exchange traded funds, stocks, currencies and gold might be of interest to Read More
The MoneyLetter •2016-03-13 •
Though mutual fund wrap programs are extremely popular with the investing public, we feel they simply add a layer of fees that you don’t need and can damage your investment Read More
Investor's Digest of Canada •2016-03-01 •
Chartered Market Technician Don Vialoux combines technical, fundamental and seasonality analysis to predict that Canadian metals and mining companies and U.S. industrial companies are set to rise this spring. He Read More
The MoneyLetter •2016-02-21 •
Index funds effectively own the same stocks in the same proportions as a market index. This means an index fund’s performance will always come fairly close to that of the Read More
Money Reporter •2015-11-18 •
The Money Reporter, written for “investors whose interest is more interest”, publishes a list of the 13 best exchange traded funds for an income-oriented portfolio. Using this list of 13 Read More
Money Reporter •2015-11-03 •
Though most investors believe that equities will, over time, outperform fixed-income investments, they still fear the stock market. They worry that they, or their mutual fund, will pick the wrong Read More
The MoneyLetter •2015-10-18 •
Dividend paying stocks add stability and investment quality to your portfolio. And dividends account for a lot–maybe as much as a third to a half–of your total returns.
Many investors are Read More
Money Reporter •2015-10-07 •
This top Canadian global equity fund performs well in almost any time frame. It does so by seeking bargain stocks of companies that trade at a discount to their present Read More
The MoneyLetter •2015-09-06 •
One of the main ideas behind index exchange traded funds, or “ETFs,” is to minimize costs. After all, these funds need no special portfolio-management skills. The manager simply duplicates the Read More
Money Reporter •2015-08-26 •
Diversified, conservative equity mutual funds make good core portfolio holdings, of course. But conservative investors would also do well to include a top Canadian dividend fund or equity income fund, Read More
Investor's Digest of Canada •2015-08-10 •
This summer is shaping up to be one where macroeconomic trends will bulk large. Elvis Picardo, vice president, research, as well as portfolio manager, at Global Securities in Vancouver, identifies Read More
Money Reporter •2015-07-30 •
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
The MoneyLetter •2015-07-16 •
We’ve often expressed our distaste for bond funds and other income funds. That’s because you stand a good chance of beating most of them by investing in fixed-income securities directly. Read More
Money Reporter •2015-06-04 •
When a security you hold loses more than 40 per cent, it’s tempting to just simply take your losses and move on. But this type of move is more applicable Read More
Canadian Mutual Fund Adviser •2015-05-27 •
In an office in Vancouver, a small Canadian mutual fund company with a difference carries on operations. There, Steadyhand operates a family of six funds. The company has devised a Read More
Canadian Mutual Fund Adviser •2015-05-18 •
After posting modest returns in 2014, Canadian bonds have gotten off to a strong start so far this year. Year to date, the FTSE Universe Bond Index has gained 4.2 Read More
Canadian Mutual Fund Adviser •2015-04-27 •
In the past, buying all the shares that make up a stock index was a course of action available to only the largest investors. These days, however, Canadian stock-market investors Read More
The TaxLetter •2015-04-21 •
Mutual fund investors should be prepared for tax advice slips which will report their income, eligible Canadian dividends and capital gains and losses when doing their tax planning.
At this time Read More
Canadian Mutual Fund Adviser •2015-04-15 •
Our latest addition to our Top-40 list of best Canadian mutual funds has a solid track record of delivering strong risk-adjusted returns. At the same time it has a well-balanced Read More
The MoneyLetter •2015-04-08 •
Closed-end funds offer an alternative to traditional fund investing. One big difference is price. Even the best closed-end funds usually trade at a discount to their underlying asset value.
Closed-end funds Read More
Canadian Mutual Fund Adviser •2015-04-06 •
A great deal has been said over the years regarding investment management fees and mutual funds. Much of it revolves around how fund managers motivate and reward sales efforts. Until Read More
The Investment Reporter •2015-03-26 •
Investors should diversify across many ‘asset classes’. One of these asset classes, of course, is fixed-income investments, like bonds. The trouble is, with interest rates so low (even on long-term Read More
The MoneyLetter •2015-03-18 •
Limit the risk of your holdings. Adopt an investment strategy that will let you profit from—rather than be victimized by—bear market conditions. Read More
Canadian Mutual Fund Adviser •2015-03-16 •
Any investor may occasionally see his strategy fail to keep up with others. An investor with a proven record of success, however, can expect that with time his strategy will Read More
The TaxLetter •2015-03-10 •
Many mutual-fund management companies offer services that can help investors organize their affairs. Some of these services may be of great assistance to the investor, while others tend to benefit the fund company more. Read More
Canadian Mutual Fund Adviser •2015-03-04 •
Investing for current income requires an entirely different way of thinking than does investing for growth. But mutual funds that offer current income as their main purpose still report their Read More
The MoneyLetter •2015-02-25 •
“As a technical analyst, I tend to avoid making longer-term predictions about markets, sectors or commodity prices. I find that forecasting market movements or events out beyond a few months Read More
Canadian Mutual Fund Adviser •2015-02-23 •
Often a small mutual fund is able to outperform large funds by getting a couple of big winners early on. This may attract the attention of investors who can quickly Read More
Canadian Mutual Fund Adviser •2015-02-11 •
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. You may have made Read More
The MoneyLetter •2015-02-04 •
It’s the job of any financial writer to see through fresh eyes, to look for traps and false assumptions in the world of money. Investors who weathered the stormy bear markets of 2000 to 2003 and 2008 to 2009 know only too well what can happen to the unwary. Read More
Canadian Mutual Fund Adviser •2015-02-02 •
Recent market action indicates why it’s essential to hold Canadian equity index ETFs as part of a larger, well-diversified portfolio. Heavy concentration in just a few industry sectors makes Canadian Read More
Canadian Mutual Fund Adviser •2015-01-20 •
Bonds account for much of Canadians’ investments. And bond funds make up a large part of Canada’s mutual fund business. But investing in bond funds can deny you the very Read More
Investor's Digest of Canada •2015-01-14 •
Emerging markets have taken it on the chin lately. But this doesn’t mean it’s time to jump ship. For value-oriented folks, these markets are still good places in which to Read More
The MoneyLetter •2015-01-13 •
This past year, 2014, was a difficult one for Europe. According to estimates provided by The Economist, the euro area is likely to have grown just 0.8 per cent for Read More
Canadian Mutual Fund Adviser •2015-01-09 •
Where should you put new money now?
Continue to add to stock funds, emphasizing diversified, conservative offerings. Longer-term, risk-tolerant investors may want to be more aggressive with specialized funds.
We think the Read More
Canadian Mutual Fund Adviser •2014-12-30 •
Canadian small-cap stocks have lost ground this year, but IA Clarington Canadian Small Cap Fund has bucked the trend. Its strong, consistent track record and relatively low volatility makes it, Read More
Investor's Digest of Canada •2014-12-24 •
Ho Chi Minh City, Vietnam-based Peter Pham wrote recently in Investor’s Digest of Canada that the Greenback’s growing strength shows continued confidence in the American economy. He told readers how Read More
Canadian Mutual Fund Adviser •2014-12-19 •
A criticism of the standard market capitalization-weighted exchange-traded fund, or ETF, is that it mimics an index that gives greater weight to stocks that are high in demand among investors, Read More
Money Reporter •2014-12-17 •
Wall Street strategists have started to issue their 2015 forecasts. And if a report by Goldman Sachs is any indication of the forecasts to follow, you might want to forget Read More
Canadian Mutual Fund Adviser •2014-12-09 •
How much foreign content you choose to hold in your portfolio should depend on your investment objectives, time horizon and risk tolerance. But when you calculate your foreign content, remember Read More
Canadian Mutual Fund Adviser •2014-11-28 •
The lessons of stock-market volatility especially apply to specialty funds. If you learn from them, consider any losses the cost of tuition at the school of Bay Street. You can, Read More
Canadian Mutual Fund Adviser •2014-11-18 •
Exchange-traded funds, or ETFs, offer low-cost exposure to indexes and sub-indexes on many stock markets throughout the world. In Canada, there are 340 exchange-traded products listed on the Toronto Stock Read More