In this weekend’s Report on Business, Rob Carrick nicely captured my mixed feelings about balanced funds. As I noted in a recent Wealth Steward post, it’s critical to keep an eye on fees when choosing your bond exposure. Yet, the vast majority of...
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Where to invest? Look at what makes you squirm.
Yesterday’s Globe & Mail featured an article by U.S. equity manager Larry Sarbit making the case to invest in U.S. stocks now. He cited his 70% invested position (compared to 10% – 20% a few years ago) to illustrate his bullishness. I have never...
U.S. bank failures lag economic & stock market bottoms
Several sources peg the total of U.S. bank failures at more than 9,000 during and after the Great Depression. According to this source, about 70 banks annually failed during the 1920s but the pace soared after the famous stock market crash. FDIC data on historical...
More evidence that Canadian funds are not the world’s most expensive
A few years ago, a research paper by three academics claimed that Canadian mutual funds levied higher average fees than funds in seventeen other countries. Since average Canadian fund fees are high, the media jumped all over this research – despite being...
Changes at Saxon Stock could mean a less-stellar future
The Globe & Mail’s latest mutual fund number cruncher focuses on the top-performing Canadian Equity funds for the ten years ending June 30, 2010. Quantitative screens like this can be illustrative. As I read that Mackenzie Saxon Stock – Investor...
Tax-friendly bond exposure
In this morning’s Globe & Mail, I gave an overview of investors’ three main options for bond (or bond-like) exposure in taxable accounts. It seems at least two preferred share funds escaped my radar. I’d also like to touch on some other...
Fees impact bond risk & return
Many financial advisors say that I harp too much on fees. Many investors (and investor advocates) say that I’m not tough enough on fund fees. Sometimes, I just can’t win. But nowhere are fees more important than in the selection of bond exposure. ...
Providing for Man’s Best Friend – Pet Trusts
Conchita is one lucky Chihuahua. When her owner, heiress Gail Posner, passed away in March 2010, she and two other dogs were left with a $3 million (USD) trust fund and an $8.3-million Miami Beach mansion. A bodyguard and housekeeper who take care of the dogs were...
Explaining XIU’s bi-polar performance
In her latest Globe & Mail Number Cruncher, Shirley Won ranked the largest Canadian stock funds (including those with significant foreign stock holdings) by 5-year annualized return as of June 30, 2010. The column also featured each of the funds’ 10-year...
AlphaPro Balanced ETF could have low fees for now
I was quoted in today’s National Post regarding the launch of the Horizons AlphaPro Balanced ETF (HAA/TSX). As is common practice in the ETF world, the firm only quotes the management fee on its website. This fund, like most other AlphaPro offerings, charges a...
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