Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the   Read More

Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the   Read More

Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the   Read More

Blind adherence to an asset allocation model may not always prove optimal. We suggest a seemingly counter-intuitive, but more flexible, approach.

Many’s the investor who, when faced with retirement and the   Read More

Blind adherence to an asset allocation model may not always prove optimal. We suggest a seemingly counter-intuitive, but more flexible, approach.

Many’s the investor who, when faced with retirement and the   Read More

On few occasions have we seen a fund that dominates its category for more than seven years in a 10-year period. But such funds do exist—even in the bond fund   Read More

On few occasions have we seen a fund that dominates its category for more than seven years in a 10-year period. But such funds do exist—even in the bond fund   Read More

One of the least understood, and most overly complex, terms is ‘asset allocation’. For many, this term is little more than an attempt to make market timing sound respectable.

Asset allocation   Read More

One of the least understood, and most overly complex, terms is ‘asset allocation’. For many, this term is little more than an attempt to make market timing sound respectable.

Asset allocation   Read More

Most bond funds are conservative, produce reliable returns, are unexciting and have trouble keeping up with the bond market. You’re better off buying a bond ETF or investing directly.

We seldom   Read More

Accumulating a portfolio is half the battle. The other half involves getting your money back when you need it. After all, future cash is surely what present investing is all   Read More

Accumulating a portfolio is half the battle. The other half involves getting your money back when you need it. After all, future cash is surely what present investing is all   Read More

When stock markets turn volatile like they did this year, many investors start looking for refuge—a place to put their money simply to preserve it and maybe get a modest   Read More

Bond funds account for about 13 per cent of the money Canadians have invested in mutual funds. But bond funds do little more than enrich their managers and enslave their   Read More

The bond market, being much bigger than the stock market, requires a different approach than stock investing.
Investing in bonds can be a trying experience. But whether you use a full-service   Read More

Bond funds account for about 13 per cent of the money Canadians have invested in mutual funds. But bond funds do little more than enrich their managers and enslave their   Read More

The bond market, being much bigger than the stock market, requires a different approach than stock investing.
Investing in bonds can be a trying experience. But whether you use a full-service   Read More

The investment industry has its jargon. One of the least understood, and overly complex phrases, is ‘asset allocation’. For many advisers, it’s just an attempt to make market timing sound   Read More

PI Financial portfolio manager Guy Lapierre picks three oil and gas stocks and a sugar producer as his ‘best buys’. [ed.–How did a sugar producer get in with his oil   Read More

PI Financial portfolio manager Guy Lapierre picks three oil and gas stocks and a sugar producer as his ‘best buys’. [ed.–How did a sugar producer get in with his oil   Read More

Here’s our most recent advice on allocating your assets for the markets we expect to transpire over the next several quarters. Some investors maintain a normal asset allocation during all   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

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 investors whose interest is more interest,   publishes its list of recommended bonds and preferred shares. The longer-term outlook is for yields to   Read More

Every month the Money Reporter, the newsletter for investors whose interest is more interest, publishes its list of recommended bonds and preferred shares. We currently recommend a 50-50 split between   Read More

Barrie, Ontario-based ValueTrend portfolio manager Keith Richards picks four income stocks that share the characteristics of: 1) consistency in dividend payment over time; 2) potential for growth of the dividend;   Read More

Every month the Money Reporter, the newsletter for investors whose interest is more interest, publishes its list of recommended bonds and preferred shares.
What to do about bonds now
The Canadian bond   Read More

Every month the Money Reporter, the newsletter for investors whose interest is more interest,  publishes its list of recommended bonds and preferred shares. In July it recommended 38 government bonds,   Read More

Every month the Money Reporter, the newsletter for investors whose interest is more interest,  publishes its list of recommended bonds and preferred shares. In July it recommended 38 government bonds,   Read More

The Money Reporter currently recommends a 40-per-cent portfolio allocation to fixed income securities, and 55 per cent of that in corporates. It is worth considering using some preferred shares to   Read More

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

Bond and mortgage funds, treasury bills, stripped bonds and coupons and mortgage-backed securities help reduce short-term volatility and risk. Also, some of their timing features come in handy when planning   Read More

As we enter the second half of 2015, we are maintaining the asset allocation advice we’ve had in place for some time now. To start with, we recommend you continue   Read More