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.

How not to plan for retirement

We applaud the Bank of Montreal (TSX:BMO) for taking the initiative to investigate how ordinary Canadians approach the dilemma of figuring out how they’re going to amass enough money to   Read More

Four Tax-wise Strategies

Maximize your TFSA contribution in 2014

When the Government of Canada introduced Tax Free Savings Accounts effectively beginning in 2009, it set the contribution limit at $5,000 per year.

The plan was   Read More

You have many options

Individual investors once had few asset classes (or types of investments) to choose from: There were common stocks, fixed-income investments (including preferred shares) and cash such as Treasury bills or   Read More

Follow the money

Some of my research involves sentiment indicators, which measure the level of bullish or bearish behavior by two distinct groups of investors.

One group, sometimes referred to as the “smart   Read More

Money for something

Announcing a REAL target for your retirement savings goals.

For a couple of issues of this newsletter advisory, I have been (more than) hinting at how the retirement/planning complex has been   Read More

Sector overview

It’s best to diversify across the five main sectors of the economy: finance, utilities, consumer products and services, manufacturing and resources. Each of these broad sectors is made up of   Read More

Market-laggards

Our Investment Planning Committee believes the stocks in the column below have little appeal and should underperform the market over the next six months. We view them as holds or   Read More

Time to Think Big

At first glance, it appears that small stocks do much better than big stocks.

But look closer and both groups do about the same most of the time.

From 1926 through 2006,   Read More

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