Investment Strategy

Adopting an appropriate investment strategy requires an investor to build a systematic plan of action to achieve his or her long term goals. The plan will determine the allocation of investable assets among stocks, bonds, cash and cash equivalents and alternative investments. The plan will consider such macro factors as economic trends, inflation and interest rates. Other factors are more personal–such as the investor’s age and risk tolerance as well as future needs for income and capital expenses. Tactics to achieve these individual strategic investment goals will inevitably involve a trade-off between risk and reward parameters. The expectation of higher returns will almost certainly involve the acceptance of some risk. Investors determined to follow their plan will commit it to writing. Then, when the going gets tough in stressful financial markets, the comfort of re-reading your strategic plan will remind you that you’re on the right path.

Calm is the word

The Toronto market is up in peaceful fashion.

Please note the below data is to February 21, and the Toronto market has risen since then,

We are far enough into the New   Read More

How to Measure Trends

- Ken Norquay, CMT


 

Is there an economic indicator that can help the average investor sort out the long-term ups and downs of the financial markets?


In my book, Beyond the Bull,   Read More

A quality energy infrastructure buy

Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
VERESEN INC.

Veresen is the former Fort Chicago Energy Partners L.P., and is principally invested in the energy   Read More

Balance your own fund

Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
 
You may be thinking of buying a balanced fund sometime in the New Year. Rather than do   Read More

RRSPs – A rare tax break

The TaxLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846

Some investment advisors think that you should never again contribute to an RRSP. In fact, some go further and   Read More

A ‘pretty good’ 2013 for the TSX

Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846

U.S. investors made out like bandits
The final numbers are now in, and it turns out that the S&P/TSX Composite   Read More

Stocks leveraged to global growth

The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846

Markets have come roaring back lately, fueled by optimism that the Fed is in no hurry to start scaling   Read More

Better returns in world markets

Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
 
Canada and the TSE are only a small part of the world markets picture, which is one reason we   Read More

Bargain stocks: think globally

The Investment Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846

 

A few years ago, those struggling for social justice used to say “Think globally, act locally.” Investors struggling   Read More

2014: A solid base for Canadian Companies

The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846

For 2014, market momentum and technological innovation will give world-class Canadian companies a solid base.
  
This year, more   Read More

Canadian equity market improving

Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
You may have to take a long-term perspective to see it, but the Canadian equity market is gradually improving.   Read More

Give and receive

The TaxLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846

Creating a charitable legacy can be one of the most personal and enduring decisions you will ever make.

And   Read More