Posts Tagged ‘diversification’

Bank loan funds’ mislabeling masks increasing risks

By Dan Hallett on January 16th, 2020

Razor-thin interest rates have motivated investors to reach for extra returns for years. Accordingly, many investors have invested in investment funds holding bank loans – a.k.a. senior secured loans, leveraged loans, term loans, floating rate...

Cryptocurrency: A Tool for Speculation, Not Investment

By Dan Hallett on December 5th, 2019

I have often criticized the investment industry for pumping out products designed to sell, rather than build, wealth for investors, and have worked to raise investor awareness of how gimmicky products destroy wealth. The battle against such products...

Go global instead of slicing & dicing your stocks by region

By Dan Hallett on December 23rd, 2014

In a recent article, Globe and Mail columnist Rob Carrick tackled the important issue of global stock diversification.  He surveyed several investment advisors and portfolio managers for their recommended allocations between Canadian and...

Avoid these missteps to be a better investor in 2014

By Dan Hallett on December 19th, 2013

My recent review of many investors’ portfolios prompted the saying “the more things change, the more they stay the same” to keep ringing in my mind.  With a new year quickly approaching, investors would do themselves a favour by...

Street Smarts

By Warren Mackenzie on November 28th, 2013

There is one investment strategy that is so simple, it could be the recommended strategy for a book called The Idiot’s Rules for Investing. Many readers will be wishing their advisors had delivered results that were this good. In a nutshell, the...

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