Investors know that one of the most important principles of sound investing is to stay on top of what’s happening in the world and to know how those events affect their finances. But conditions change quickly, and keeping up-to-date on developments and trends can be very time-consuming. With the Mutual Funds and ETF Update, investors will receive timely and important updates on mutual funds and ETFs. Published since 1994, this newsletter includes notices of fund ratings changes, reviews of top rated funds, portfolio advice, and recommended mutual fund investment strategies in light of current economic conditions. Each issue also contains reports on new developments in the mutual fund industry. In addition, bonus updates and articles will be posted online in an effort to keep you better informed so you can stay on top of your investment portfolio like never before.
Mutual Funds and ETFs Update – December 2012
Volume 18, Number 12 December 2012 Single Issue $15.00 PDF Version of this Issue WHAT’S NEW New Mutual Fund and ETF Database to launch soon!! – After months of development, we are pleased to announce that on December 10, 2012 we will be launching our new Mutual Fund and ETF database. This comprehensive database, powered by Fundata Canada, will allow investors to screen the entire universe of mutual funds and ETFs using a variety of criteria to drill down and find the funds that are right for them. Once they identify funds of interest, they...
read moreMutual Fund and ETFs Update – November 2012
Volume 18, Number 11 November 2012 Single Issue $15.00 In this issue: What’s New Mutual Fund Recommended List Review The Changing Role of Fixed Income Determining Truly Active Management Investing in Europe PDF version of this issue WHAT’S NEW Mutual fund sales up year over year – According to data released by the Investment Funds Institute of Canada, mutual fund sales in September were $2.1 billion, compared to just $44 million a year earlier. Balanced and bond funds continued to be the favourite with investors, seeing...
read moreMutual 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 – On September 7, it was announced that David Tiley, one of the managers of the Cundill Value Fund had left the firm. This leaves Andrew Massie as the...
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 isn’t as positive as it is for the large caps. According to Ian Cooke of Calgary based QV Investors, managers of the IA Clarington Canadian Small Cap...
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.
read moreMutual Funds and ETFs Update – May 2012
In this edition of the Mutual Fund and ETF Update, we discuss why the current investment environment is so challenging for investors and what steps they can take to best position their portfolios for it. We also conduct a detailed review of our Recommended List of Mutual Funds and speak with the new management team of the Trimark Fund.
read moreMutual Funds and ETFs Update – April 2012
Be sure to check out our April issue of Mutual Funds and ETFs Update where we had the opportunity to sit down with one of the more interesting investment managers working today, Larry Sarbit. Mr. Sarbit discusses his process and how his portfolio is positioned for the current market environment. we also highlight our favourite Dividend Funds and show how infrastructure funds can help put your portfolio on solid ground. This is an issue not to be missed.
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