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ARTICLE ARCHIVE
7/25/2014 3:47:02 PM
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Opinions expressed in articles published on this site are solely those of the contributing authors and do not necessarily represent the views or opinions of The Fund Library, its staff or affiliates.

 

Fund Library News
By Fund Library News Wire | Friday, July 18, 2014

A rally on Friday retraced losses suffered in the major North American markets earlier in the week after Ukraine accused Russian-backed separatist militia in Eastern Ukraine of shooting down a Malaysian Airlines passenger jet with a Russian-supplied surface-to-air missile battery. But bargain hunters stampeded back into stocks on Friday, as shares of Google Inc., the world’s third-largest company, surged 4.2% on Friday after the company reported revenue that topped street estimates.

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Fund Library News
By Fund Library News Wire | Thursday, July 17, 2014

 
Fundata Canada's FundGrade® ratings system helps investors select high-quality investment funds from the Canadian investment fund universe. The exclusive FundGrade ratings system uses an advanced risk-adjusted approach to grade the performance of each investment fund. A fund’s performance is evaluated not only in terms of returns but also in terms of amount of risk taken to generate these returns. Here are the top-performing A-Grade funds in each fund category as defined by the Canadian Investment Fund Standards Committee. Only categories with an A-Grade fund are shown.

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DUE DILIGENCE
By Dave Paterson | Wednesday, July 16, 2014

  
After taking a beating in 2007 and 2008, the Brandes Canadian Equity Fund has really bounced back sharply, gaining an annualized 21.2% for the five years ending June 30, handily outpacing the index and the majority of the other Canadian equity funds in the country, placing it in the Number 1 spot in the Canadian Focused Equity category and earning it a Fundata FundGrade® A Grade for June.

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Fund Library News
By Fund Library News Wire | Tuesday, July 15, 2014
TAX PLANNING FROM THE KNOWLEDGE BUREAU
By Angela Preteau, CA, CPA

  

More and more Canadians are purchasing U.S. real estate for personal and/or rental use. It’s important to understand how different ownership options lead to different tax consequences.

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Fund Library News
By Fund Library News Wire | Friday, July 11, 2014

Stock markets lost ground on the week as new financial stresses in Portugal rattled global markets. In Canada, a weak job creation report added to the generally negative investor sentiment as crude oil prices retreated, weighing on Toronto’s benchmark S&P/TSX Composite Index, which recorded a 0.6% loss on the week.

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Estate Planning
By Margaret O'Sullivan | Thursday, July 10, 2014

As more Canadians take extended stays at vacation properties in warmer climes, the question of incapacity takes on great importance. In the event that you become incapable of making either financial or personal care decisions – whether permanently or temporarily – while enjoying palm trees and margaritas, it’s become crucially important to have legal provisions in place – no matter where you are – for your care if you can no longer make decisions for yourself.

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DUE DILIGENCE
By Dave Paterson | Wednesday, July 09, 2014

Asset allocation really is the bedrock to building a great portfolio. At the core, asset allocation is defined as the way you divide up the investments in your portfolio. It’s an often-neglected aspect of portfolio management among self-directed investors, but it can play a crucial role in everything from risk management to long-term portfolio performance. Here’s why.

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PLANNING POINTS
By Doug Nelson | Tuesday, July 08, 2014

Though the difference between a 7.1% return and a 6% return, given the same management fee, might not appear to be that big (it’s less than a percentage point, after all), I want to show that the risk needed to achieve that extra 0.9 percentage point to generate extra retirement income is way out of line. Far better to cut your management fee and accept the lower return on a defensive portfolio.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, July 07, 2014

 
Technical analysis can be a useful investment tool, but if you rely too heavily on it – or any other single facet of investing – you have little chance of profiting consistently. Learning what not to do can be the hardest and costliest part of an investor’s education.

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Fund Library News
By Fund Library News Wire | Friday, July 04, 2014

North American stocks advanced on the week, as U.S. job creation surged in June, and Federal Reserve Board Chair Janet Yellen reaffirmed the Fed’s policy of monetary accommodation. Toronto’s S&P/TSX Composite Index closed at a record high on Friday, on low trading volumes, with U.S. markets closed on July 4 for the Independence Day holiday.

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Fund Library News
By Fund Library News Wire | Thursday, July 03, 2014
TAX PLANNING FROM KNOWLEDGE BUREAU
 
By Angela Preteau, CA, CPA
 
 

When and in which country is the inheritance from your U.S.-based parents taxable? When you inherit property from parents who live in the U.S., you generally inherit it at the fair market value on the date of death, which means that you pay tax only on the appreciation of the property after it is actually sold. A common misconception is that inheritances are taxed in the U.S. but not in Canada, but this is not entirely true.

Case study

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DUE DILIGENCE
By Dave Paterson | Wednesday, July 02, 2014

Despite a rough start in 2011, the performance of CIBC U.S. Small Companies Fund has definitely improved since the new management team led by David A. Daglio at The Boston Company Asset Management took over the fund in August 2010. For the three years ending May 31, the fund gained 15.3%, finishing in the top quartile. Volatility has been higher than both the benchmark and the average of other U.S. small-cap funds.

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Fund Library News
By Fund Library News Wire | Friday, June 27, 2014

Stock markets sagged last week, with trading marked by low summer volumes, as traders bought U.S. Treasurys and sold stocks in reaction to a larger-than-expected contraction in first-quarter economic growth. Even rising consumer confidence and a rebound in home sales failed to grab investors’ attention last week.

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INSURANCE
By Susan Yates | Thursday, June 26, 2014

Can you sell your life insurance policy as you would any other financial asset? Surprisingly, it is possible to do so in some provinces. Though the practice raises hackles in the insurance industry, it is well established in the U.S. and is the basis for a billion-dollar life settlement industry. In Canada, it’s not as common. But if you are able to do so, should you? And under what circumstances?

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DUE DILIGENCE
By Dave Paterson | Wednesday, June 25, 2014

Along with a name change, IA Clarington Global Dividend Fund will also change managers starting July 2. IA Clarington announced that Joe Jugovic and the QV Investors Inc. team would take over management duties of the fund, which will be renamed the IA Clarington Global Equity Fund. So what are the ramifications of such a significant change?

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PLANNING POINTS
By Doug Nelson | Tuesday, June 24, 2014

Naturally, everyone wants to retire with a portfolio that produces low-risk tax-efficient income. But one key ingredient is often overlooked. And it can add or subtract hundreds of thousands of dollars of returns through your retirement years: fees. In this new series, I’ll be looking at the impact of fees, and showing how investment success in retirement often simply boils down to reducing costs and take less risk.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, June 23, 2014

  
If you want to invest in a ‘hot stock tip’ touted as a sure thing, be sure you’re not gambling by putting too much of the value of your portfolio on the line. Most successful investors know better than to invest any money in the stereotypical hot stock tip – the “gotta-act-quick” buy recommendation that comes from a friend (or a friend of a friend) or an unknown source on the Internet.

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Fund Library News
By Fund Library News Wire | Friday, June 20, 2014

Stock markets racked up another week of gains, against the backdrop of a rebounding U.S. economy and a renewed commitment by the Federal Reserve Board to low interest rates. Investor sentiment remained positive as a key indicator of market volatility sank to its lowest level since February 2007.

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Fund Library News
By Fund Library News Wire | Thursday, June 19, 2014

  
Not too surprisingly, energy and small-cap funds made the leaderboard for top Fundata FundGrade® A-Grade funds in May, ranked by simple one-year return. With the energy sector heating up owing to rising geopolitical tensions in the Middle East and Ukraine, and smaller capitalization stocks benefitting from a revival in U.S. economic growth in the second quarter, funds focusing in these sectors emerged as overall performance leaders over the past 12 months. Here’s a look at the top three A-Grade funds that are open to new investment.

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The Analyst’s Desk
By John Krisko | Wednesday, June 18, 2014

RONA Inc. (TSX: RON) has long been a mid-cap staple of Canadian mutual funds. It’s frequently found in the top 10 holdings of funds in the Canadian Value and Canadian Dividend categories. The funds’ ardor for the home-improvement retailer had cooled somewhat through the first quarter, but RONA has recently found itself back on the managers’ buy lists. So why the love-hate relationship with RONA?

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