In a Financial Post interview with Andrew Allentuck, Dan Hallett (VP & Director, HighView Financial Group), provides an overview of the pros and cons of investing in Sector Funds.

At HighView Financial Group, we’re against buying sector funds.  As Dan notes, “The argument for the concept is to get some tilt — some advantage — in the portfolio. But it is dangerous. Sector funds are more likely to have extreme performance. It is better to leave the sector allocations to the managers of broad market equity funds.”

HighView Financial

Recent Posts

Sustainable Wealth Achieved Through Portfolio Monitoring

Regardless of how you acquired your wealth, there’s one thing all investors have in common—a…

6 months ago

Aligning A Portfolio With Your Goals

An architect wouldn’t design a custom home for a family without first asking many questions…

6 months ago

The First Step is Wealth Planning: Here’s Why

Financial planning is the first step in a comprehensive discovery phase at HighView Financial Group.…

7 months ago

Family Home Downsize? Remember these 5 Crucial Steps [Video]

A “fixed asset” is a long-term tangible asset that is not expected to be consumed…

7 months ago

Wealth Planning is a Living Document: Changing as Life Does

One of the core principles at HighView is to understand the purpose of the portfolio.…

7 months ago