Q: I have followed your recommendations for years and have built a good portfolio on them. I hold only one mutual fund, the Fidelity Global Innovators Fund. What do you think of its prospects going forward? Thank you.

A: The Fidelity Global Innovators Fund is a mutual fund that aims to invest in companies with the potential to be disruptive innovators. The fund looks globally in its search for top firms that are positioned to successfully apply innovative and emerging technology or that employ… Read More

Theme Investing: Trendy stocks will often lead you into losses

Theme investing, particularly when snatched from the latest headlines, may seem appealing—but more often than not will lead to poor returns
Theme investors zero in on something that’s going on in the world—in business, politics, technology or society as a whole—and try to cash in… Read More

Six exchange-traded funds (ETFs) that track the major indexes

Six exchange-traded funds (ETFs) that track the major indexes

More and more, exchange-traded funds (ETFs) are finding their way into the portfolios of investors.
That’s because, unlike many other financial innovations, they don’t load you up with heavy management fees, or tie you down with high redemption charges if you decide to get out of them… Read More

Planning Ahead: How to execute a tax-loss selling strategy.

Planning Ahead: How to execute a tax-loss selling strategy.

Use tax-loss selling to offset your taxable capital gains in Canada.
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.

In… Read More

How to pick the best Canadian index mutual funds

How to pick the best Canadian index mutual funds

Canadian index mutual funds were among the better financial innovations to come along in the past few decades. Still the popularity of ETFs may soon eclipse them
Canadian index mutual funds are specialized mutual funds that aim to equal the performance of a Canadian market index,… Read More