Pat: I have been converting my portfolio from mutual funds, some stocks and ETFs to your recommendations since I joined the Inner Circle. I am holding three ETFs that I purchased prior to Europe melting down, and I’m wondering what to do with them. They are the iShares FTSE/Xinhua China 25 ETF, the Vanguard Emerging Markets ETF and the Vanguard MSCI EAFE ETF. They make up only a small part of my portfolio. Thanks.

Our view is that virtually all Canadian investors could add some foreign exchange traded funds (ETFs), such as those we recommend in Canadian Wealth Advisor, in reasonable quantities: perhaps 10% of your holdings if you are a conservative investor (including 5% or so in higher-risk… Read More

I have hesitated to invest in securities outside Canada (i.e., in the U.S.) because of foreign-exchange risk. It doesn’t take a big change in the exchange rates to have a material impact on the investment, and I have no interest in being a speculator in foreign exchange. What is your view of investing outside Canada, and is there a way to eliminate foreign-currency risk?

Our view is that virtually all Canadian investors should have 20% to 30% of their portfolios in U.S. stocks, like the ones we recommend in Wall Street Stock Forecaster.

We feel now is a good time to hold high-quality U.S. stocks, and we see U.S. dollar… Read More

Investor Toolkit: Beware the hidden dangers of stock options

Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re an aggressive or a conservative investor, these weekly updates are designed to give you specific investment advice. Each Investor Toolkit update gives you a fundamental piece of investing strategy, and shows you… Read More

Investor Toolkit: Not all investment rules work in your favour

Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re an aggressive or a conservative investor, these weekly updates are designed to give you specific investment advice and stock investing tips. Each Investor Toolkit update gives you a fundamental piece of investing… Read More

How our 3 portfolios can help you spot the best investments

When you subscribe to The Successful Investor, our flagship publication, you get access to three high-quality portfolios we’ve built to help you find the best investments for long-term profits. We update all three regularly, and keep them under constant review.

(In the latest issue of… Read More

Investor Toolkit: “Investor rules” and the conservative investor

Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re an aggressive or a conservative investor, these weekly updates are designed to give you specific investment advice. Each Investor Toolkit update gives you a fundamental piece of investing strategy, and shows you… Read More