How Much in Equities?
The portion of your portfolio that should be allocated to equities depends on your ability, willingness and need to take risk. One of the factors affecting the ability to take risk is time horizon:...
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Are you comfortable with your portfolio?
Stocks have staged a significant recovery after falling sharply in the first quarter of 2008. The TSX Composite is up about 19% from its low in January and the S&P 500 is up about 11% from its...
View ArticleHow many asset classes?
There is a larger question that must be asked in discussing the recent introduction of new Claymore funds tracking global real estate and infrastructure: just how many asset classes does a portfolio...
View ArticleThe Claymore Portfolio Index Allocator
The Claymore Investment website has a nifty asset allocator tool that lets investors construct model portfolios by mixing different asset classes and examine how they would have performed in the past....
View ArticleHow to Tailor the Sleepy Portfolio for your Investing
When I started the Sleepy Portfolio, I intended to track it as my personal portfolio benchmark and as such the portfolio allocations reflect my personal investment goals and risk tolerance. I am...
View ArticleDavid Dreman on Tactical Asset Allocation
Some investors advocate tactical asset allocation (TAA) or the practice of adjusting the portfolio mix of stocks, bonds and cash to economic and/or market conditions. In his book Contrarian Investment...
View ArticleEuropean Credit Crisis: What to do Now?
In past market downturns, I’ve always maintained that an investor should stay the course, as long as she has a suitable asset allocation that she is comfortable with. Even though markets have been...
View ArticleReader Question on Bond Allocation
A reader recently sent in this question on asset allocation: I’m an investing newbie. Last year, I started investing in all four TD e-Series Mutual Funds in my TFSA on my own after reading your posts....
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Exchange-Traded Funds – Canadian ETF Newsletter
Exchange-TradedFunds.ca Exchange-Traded Funds – ETF’s Canadian Exchange-Traded Funds – Exchange Traded Funds Canada The Canadian mutual fund industry is worth over 1.1 trillion dollars and is a...
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