Last updated: Nov-25-2014

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11/25/2014 9:37:09 PM

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.


By Patrick McKeough | Monday, November 24, 2014

The value and quality of the stocks you consider are far more important than what the share price happens to be doing at any given moment. Stocks go up and down every day. Sometimes there is an obvious cause in good or bad news. But there’s a large random element to stock price changes, particularly over short periods. Here are two of the most common investment errors:

Fund Library News
By Fund Library News Wire | Friday, November 21, 2014

* First Asset launches two new factor-based ETFs
* Mutual fund sales booming
* Stocks advance on China, Europe stimulus plans

By Bruce Loeppky  | Thursday, November 20, 2014

Do you think you’ve saved enough for retirement? Do you think you’ll ever retire? Research from such organizations as the Conference Board of Canada shows that Canadians approaching retirement are more worried than ever about their ability to fund their golden years. I’ve identified three key areas where the anxiety is the highest, and proposed some solutions.

By Dave Paterson | Wednesday, November 19, 2014

Today, the Fidelity Income Allocation Fund is a tactically-focused fund that invests in a mix of fixed-income asset classes and income-oriented equities. Before July 2010, it was a dramatically different offering, known as the Fidelity Monthly High Income Fund, which invested primarily in income trusts. The downside is that this makes it difficult to get a sense of the longer term performance of the fund, because anything before 2010 is not applicable.

The Analyst’s Desk
By Brian Bridger | Tuesday, November 18, 2014


Markets never go up in a straight line. The past few months have reminded us of that market maxim in a very graphic way. Even in a secular bull market, there will be corrections and periods of high volatility along the way. Modern Portfolio Theory has demonstrated that the simplest way to guard against experiencing big losses during these periods is to construct a well-diversified portfolio that includes securities that are not highly correlated. Here’s how it’s done.

Cut volatility, maintain return

Fund Library News
By Fund Library News Wire | Friday, November 14, 2014

* BMO grows its ETF stable
* Top fund categories for October
* Stock markets float higher

By Samantha Prasad | Thursday, November 13, 2014

Towards year-end, you’ll hear about “tax-loss selling” if you’re an investor. This refers to the strategy of triggering losses before December 31 in order to offset capital gains you may be facing for 2014. Of course, it’s never quite as cut-and-dried as it appears. In fact, there’s a bit of an art to it.

By Dave Paterson | Wednesday, November 12, 2014

 With a modest MER and an experienced management team at the helm, GBC Canadian Bond Fund has been one of the strongest performers over the past five years. For the five years ending September 30, it gained 5.3%, handily outpacing the FTSE TMX Canada Universe Bond Index (formerly DEX Universe Bond Index) and the majority of its peers.

By Wilfred Hahn | Tuesday, November 11, 2014

Financial markets have been most interesting these past few years. No one can say that theories of wealth management or economic development have been staid and boring. Even professionals with long-time experience have had lots to learn. And learning is crucially important when it comes to investing, because we live in a world of continuous change, and we don’t want to be calcified in an era that no longer exists.

By Patrick McKeough | Monday, November 10, 2014


The best way to stay ahead of the market – and all the people who manage to underperform it – is to avoid going in and out trying to buy low and sell high. Most experienced investors recognize that it’s hard to outperform the market on a regular basis over long periods. However, only the successful minority recognize as well that it’s all too easy to underperform the market, often by a wide margin.

Fund Library News
By Fund Library News Wire | Friday, November 07, 2014

* Fiera gets all defensive
* New Dynamic fund gets into U.S. sectors
* First Trust Canada’s sector ETFs debut
* RBC goes global with income ETFs
* New York sets records, Toronto fights oil drag

By Dave Paterson | Wednesday, November 05, 2014

Whether managing a portfolio or staying on top of my Recommended List, one of the biggest challenges is determining when I should sell a mutual fund or ETF. In some instances, like rebalancing your portfolio or if there is a change in your situation, it is pretty straightforward. There are other times, such as a change in manager or short-term underperformance where things can become very tricky. Unfortunately, there are no hard-and-fast rules on when to sell a fund, and unfortunately there is no way to tell with certainty that a fund needs to be sold.
But I’ve developed a few scenarios that incorporate some of trigger points I look at when considering whether to sell a fund.

Estate Planning
By Margaret O'Sullivan | Thursday, October 30, 2014

We increasingly see use of the term “trusted advisor,” particularly in the arena of financial and estate planning services. But what is a “trusted advisor” as opposed to someone simply providing advice? At its root, I would submit, is the requirement that a trusted advisor acts in the best interests of the client, which are primary, and any self-interest of the advisor is a clear and resounding second.

By Dave Paterson | Wednesday, October 29, 2014

Although the Mawer Global Small Cap Fund debuted only in 2007, it has more than held its own, both when compared with the MSCI World Small Cap Index and its peer group. For the five years ending September 30, it has earned an annualized return of 19.5%, handily outpacing both the index and its peer group. As impressive as the returns have been, the results from Mawer’s emphasis on risk management have been even more so. The fund has a level of volatility that is lower than its peer group, while holding up very well when markets are in decline.

By Doug Nelson | Tuesday, October 28, 2014

In my practice, I often run up against what I call the “Warren Buffett syndrome.” The legendary investor (and one of the world’s 10 richest men) has spawned an entire sub-industry purporting to “explain” his investment methods and apply them to the average investor. I’m often asked why, in my practice, I don’t just follow this or that bit of Buffett advice, and make all my clients rich. If only! The plain fact of the matter is that neither I nor my clients can ever “invest like Warren Buffett.” And anyone who claims they can is stretching the truth. Here’s why.

By Patrick McKeough | Monday, October 27, 2014


Canada’s largest telephone service company, BCE Inc. (TSX: BCE), is facing regulatory hurdles, but the company is improving its services while keeping its operating costs down. That should let it maintain its high dividend yield. And with BCE’s takeover of Bell Aliant (which I covered in a recent article) nearly complete, the company’s earnings outlook is even brighter.

The Analyst’s Desk
By John Krisko | Thursday, October 23, 2014

Where can investors find a stable income stream without feeling like they’re playing against Vegas odds? The search for yield often takes investors into the risky thickets of junk bonds and high-dividend stocks. But to maintain a decent income stream while keeping risk under control, yield hunters could do worse than to look at a mutual fund whose managers excel at producing sustainable income streams while keeping the risk tiger caged. Exemplar Yield Fund is one such fund.

By Dave Paterson | Wednesday, October 22, 2014

For some investors, it is not just about how much money they can make, but how can they make money while still helping to make the world a better place. This type of investing is often referred to as “Socially Responsible Investing,” or SRI. At one time, it was a marginal investment practice, almost guaranteed to suppress returns. No longer. SRI funds have come into their own, with performance metrics that often match or exceed non-SRI funds in their peer category. Here’s how it works.

Financial Education
By Knowledge Bureau | Tuesday, October 21, 2014

By Evelyn Jacks

Income splitting and possible higher limits to Tax-Free Savings Accounts (TFSAs) could make a big difference for Canadians families, reducing tax on income both today and in the future when retirement income is drawn completely tax free. It will all depend on how the final legislation is written and whether the government is elected to implement the plan. But because this is an election issue, it’s important that the significance of the potential double gift – income splitting and new TFSA limits – is not lost in the rhetoric.

Fund Library News
By Fund Library News Wire | Friday, October 17, 2014

Growth fears and plunging commodity prices contributed to a frenzied selloff last week. But the steady stock market decline since the beginning of September took a breather on Friday, as market rebounded and trimmed weekly losses. With pressure from the energy sector, Toronto’s S&P/TSX Composite Index was the only major North American index to crack the correction threshold, as Thursday’s intraday low of 13,646.79 was 13% below September’s high of 15,685, more than the 10% drop that’s usually classified as a correction.

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