Fidelity Dividend Plus Fund
This was formerly known as the Fidelity Income Trust Fund, but Fidelity renamed it to Divided Plus and expanded its mandate considering the taxation changes to income trusts. Today, it invests in high yielding equities, REITs and other equity income investments. The portfolio is managed using a bottom up approach that looks for reasonably valued, high quality companies that have the potential to maintain and grow their dividends over time.
Read MoreRBC Canadian Equity Income Fund
The Globe and Mail ranks this fund as one of the funds offering the best “bang for your buck.” In reviewing it, it’s not hard to see why. It has consistently offered above average returns at a below average cost. It has also consistently ranked very high based on our proprietary fund valuation model for the past few years.
Read MoreETF recommended list review
For the fall, the best offense is a good defense Despite market volatility taking a vacation throughout the months of July and August, we expect that it, like the rest of us will be back at full strength as we enter the fall. Many of the macro factors that have been responsible for the uncertainty in the past several months continue to weigh on the markets. Europe’s debt crisis is not any...
Read MoreCouch Potato Portfolio posts modest loss
Putting some perspective on the strategy’s performance For many investors, the idea of a “Couch Potato Portfolio” made up entirely of ETFs has a great deal of appeal. After all, it’s simple to implement, offers lower cost than a portfolio of mutual funds, provides pure asset class exposure, is fully transparent, and can be more tax efficient than a comparable portfolio of mutual funds. While the...
Read MoreProtecting your investments in falling markets
The best core equity funds for a market drop Quick – what has been the worst month for the stock market? If you’re like most people, you probably said October. With such memorable drops as “Black Tuesday” happening on October 29, 1929, and “Black Monday” occurring on October 19, 1987, it’s not surprising that most people pick October. However, if we look at the historic returns of the S&P...
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