Rules you need to follow when buying mutual funds for the long-term success of your portfolio.
Buying mutual funds should be done with the long term in mind. Find a sound fund that holds good stocks and stick with it.
There are, of course, thousands of mutual fund choices available at any time. But remember that most funds are …read more »
Trading ETFs can work just as well in facilitating dumb moves as it does with smart moves.
Most investors would agree when we say that Exchange Traded Funds or ETFs started out as the most benign investment innovation that has come along in our lifetimes.
The problem is that ETFs work just as well in facilitating dumb moves …read more »
Tax-loss selling (or tax-loss harvesting) occurs when you deliberately sell a security at a loss in order to offset capital gains in Canada. You can then use these losses to offset your taxable capital gains.
For example, the 2014 deadline for tax-loss selling on the Toronto Stock Exchange was December 24, 2014. If you sold at a loss on or before …read more »
Green stocks have a lot of conceptual and emotional appeal, but may offer limited investment potential. Investments in environmental or green stocks may need a long time to move from the research or concept stage to profitability in the face of high initial costs and uncertain government subsidies. So they may not be profitable for investors.
It’s hard to set …read more »
The Successful Investor value investing approach follows the basic model set by the old-fashioned Graham/Dodd approach. Basically, it tries to identify well-financed companies that are well-established in their businesses and have a history of earnings and dividends. They are likely to survive any economic setback that comes along, and thrive anew when prosperity returns, as it inevitably does.
When we recommend …read more »
Wind power stocks include companies that make components for wind turbines and those that use wind turbines to generate power.
Although publicly traded wind companies are considered green stocks, wind power does draw some objections from environmental groups. It also faces some challenging technical problems.
Concept has appeal, but wind power is imperfect
One of the key problems with wind power is that …read more »
A few years ago, many investors valued drug stocks the way they value the top software makers, bidding them up to 30 or more times earnings. However, drug stocks are riskier than investors generally realize.
Because of that, while drug stocks can show fantastic profits, it might be more appropriate to value drug makers the way you value companies that are …read more »
We’ve got four key Successful Investor investing for beginners tips that will help you profit from stock investing with less risk.
No matter how widely or narrowly you cast your information net, some of your investments will disappoint you. But that won’t matter if you apply these three tips. That’s because your near-inevitable gains will overwhelm your all-but-unavoidable losses.
Successful Investor …read more »
We advise against a so-called “sector rotation” approach to investing; this is when you try to hop from sector to sector. We also advise against practicing a top-down sector rotation style; underweighting or overweighting sectors of the stock market depending on a forecast of the stage of the economic cycle, or other factors.
Few sector rotation strategies succeed over long periods, …read more »
Exchange Traded Funds, or ETFs, don’t load you up with heavy management fees, nor do they tie you down with heavy redemption charges if you decide to get out before six years have passed. Instead, they give you a lower-cost and more flexible and convenient alternative to mutual funds.
The problem is that ETFs are just as helpful for facilitating smart …read more »