Mutual Funds and ETFs Update – October 2012
Volume 18, Number 10 October, 2012 Single Issue $15.00 In this issue: What’s New Positioning your portfolio for a market bounce ETFs 2.0 – Fundamental Indexing Steadyhand Income Fund is one of a kind Death and Taxes and Corporate Class Mutual Funds Information overload – Staying informed about your funds PDF version of this issue What’s New ♦ More Manager Turnover at Cundill –...
Read MoreMutual Funds and ETFs Update – September 2012
In this edition, we review our ETF Recommended List and our Couch Potato Portfolios. With markets expected to be highly volatile, we highlight some of the funds that have historically shown the best performance in down markets. PIMCO, the U.S. fund giant has made some inroads in Canada of late. This month, we take a quick look at thier offerings and highlight a few of their funds we believe will be strong performers. We also examine some alternatives to the RBC Monthly Income Fund, which is not available in registered plans.
Read MoreMutual Funds and ETFs Update – August 2012
Deja vu all over again – That phrase, made famous by former New York Yankee catcher Yogi Berra seems to be rather appropriate for the current investing climate. It seems as though we are stuck in an endless loop where things look like they are improving, but in the end, no meaningful progress is ever made. This month, we highlight our Recommended List of Funds and Model Portfolios to help you navigate these tricky waters.
Read MoreMutual Funds and ETFs Update – July 2012
With the first half of the year in the books, we take a look at what can best be described as a “tale of two quarters” with Q1 being calm, cool, and relaxed, and Q2 being the opposite. We also take a detailed look at the concept of Socially Responsible Investing, highlighting some of the best SRI options. We had a chance to speak with Ian Cooke, one of the managers of the IA Clarington Canadian Small Cap who talks to us not only about his firm’s management philosophy, but small and mid cap stocks in general.
Read MoreIA Clarington Canadian Small Cap
Manager Ian Cooke talks to us about the QV approach By Dave Paterson, CFA Since the market’s low in February 2009, Canadian small caps have outpaced their large cap brethren by a noticeable margin. The S&P/TSX Small Cap Index has gained more than 80% while the S&P/TSX Composite Index rose by 54% during the same period. Despite this outperformance, the general outlook for small cap stocks...
Read MoreMutual Funds and ETF Update – June 2012
In this edition, we take a look at the past five years from Steadyhand. We also take a look at our ETF Recommended List and our Couch Potato Portfolio. Many people like to adhere to the old adage of “sell in May and go away.” We take a look at the effectiveness of this strategy. We also review the concept of dollar cost averaging compared to lump sum investing.
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