Follow our time-tested TSI diversification strategy

A key component of our TSI investment philosophy is to diversify investment portfolio holdings across most if not all of the five main economic sectors. That way, investors can avoid overloading their portfolios with stocks that are about to slump simply because of industry conditions… Read More

Dear Pat, I would like your words of wisdom re: investment clubs. I did read a bit in your book, Riding the Bull, but could you please give a few reasons for and against, and mainly pitfalls to avoid. It has been some time that I have been enjoying The Inner Circle. As a long-time subscriber to Successful Investor, it is what I expected it to be. Good solid advice, only more of it.

A: Many thanks—it’s always a pleasure to hear from a long-time happy subscriber!

I’ve heard good and bad things over the years about investment clubs. First off, you need to keep in mind that the term “club” can be misleading. For many people, it conjures up… Read More

Your ideal investment portfolio mix can include both conservative and aggressive investments—but follow these tips

Your ideal investment portfolio mix can include both conservative and aggressive investments—but follow these tips

There is no “one-size-fits-all” ideal investment portfolio mix. But there are some key portfolio diversification tips that every investor should follow.
Are you trying to determine your ideal investment portfolio mix? Ultimately, the percentage of your portfolio that you should hold in either conservative or aggressive… Read More

Investing for children can include ETFs

Taking the time to pick the right investments for children and grandchildren is a worthwhile endeavour. Here’s a look at two aspects of an investment program for children.
First are the administrative aspects of setting up the investment program. If the child is under the age… Read More