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 – March 2012
In our March issue, Gordon Pape highlights a few of his favourties small cap funds that he expects to perform well in a rising market. We review our ETF Recommended List and highlight some recent additions which will provide you with even greater diversification opportunities in your ETF portfolios. Next up, we highlight the much improved performance of our Couch Potato Portfolio. No doubt emerging markets have been popular, but many investors may be under represented. Dave highlights some great emerging market options for investors. And finally, in what will surely be a controversial topic, Dave explains why mutual fund fees don’t matter.
read moreMutual Funds and ETFs Update – February 2012
In this edition, Gordon Pape reviews the best of the portfolio funds that are available for investors, pinpointing the most compelling one ticket solutions for investors. We also do a comprehensive review of our Recommended List of Funds and our year end review of our Model Portfolios. For our fund picks, 41 out of our 46 picks were in the black during the final quarter of 2011.
read moreMutual Funds and ETFs Update – January 2012
, Gordon Pape provides investors with his top picks for the coming year, which many expect to be a volatile year filled with uncertainty. We also take a look back at the year that was, and how that has set the stage for the year to come. We show investors how to position their portfolios for the volatile year. We also discuss the various options that are available to investors in the precious metals sector, including our top fund and ETF picks. Finally, we examine the recent trend of active ETFs. Labelled by some as mutual fund killers, we examine how they stack up.
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