Over the years, Dave Paterson has become a well respected mutual fund analyst and is regualarly quoted in various media outlets including the Globe and Mail and the Financial Post. Dave is also a regular contributor to the FundLibary.com and has been seen on BNN.
When to sell a fund: Timing is everything
One of the more difficult decisions facing investors is figuring out the right time to sell a mutual fund. There are countless resources for those looking to buy mutual funds. Several times a year, most of the national papers have a panel of experts provide a list of their best fund ideas for the months and years ahead. There are countless articles highlighting specific managers or funds, providing detailed information on the manager, their performance, investment process and the like. Yet when you’re looking for the right time to get out of a fund, it seems that those resources just aren’t there. Here are some suggestions.
read moreTD’s Wilson on the lookout for Bond Market Volatilty
To learn more about the current fixed income environment, we recently sat down with Geoff Wilson, a Managing Director with TD Asset Management and a portfolio manager with manager or co manager responsibilities for many TD fixed-income funds including the TD Canadian Bond Fund and the TD Real Return Bond Fund, both of which are on our Recommended List of Funds
read moreFunds for the nervous investor
Regrets, you’ll have a few if you blindly follow the conservative, take-no-risk approach to investing that’s so common these days.
The returns paid by savings accounts, money market funds and term deposits range from roughly 3 per cent down to zero. Need more than that to get where you want to go, financially speaking? Then consider the Portfolio Strategy column’s list of 12 mutual funds for frightened investors.
read more