ETF / Mutual Fund Update
Edited & Published by Ryan Modesto
With Dave Paterson & Gordon Pape.
Investors all know that one of the most important principles of sound investing is to stay on top of what’s happening in the world and to know how those events affect their finances. But conditions change quickly, and keeping up-to-date on developments and trends can be very time consuming.
The newsletter is published every month and is in it’s 20th year of publication.
Included in the newsletter are notices of fund ratings changes, reviews of top rated funds, and recommended mutual fund investment strategies in light of current economic conditions. Each issue also contains reports on new developments in the mutual fund industry.
When we recommend a security, we keep you updated about it’s performance and let you know when if it’s time to Buy, Sell or Hold.
Our team of experts have created many model investing portfolios to match any investment style.
Your 1 year subscription includes model portfolios, fund recommendations, buy/sell advice, and more!
$79.95 + tax
a very simple, well diversified portfolio
to generate a higher return than what you could earn with a GIC
to generate a return between 4% and 6% without exposure to significant market risk
to generate an annual return of between 6% and 7% with as little risk as possible
target return is 6% a year generated from regular distributions
aiming for a compound annual growth rate of 8% or more
Browse recent issues
Paterson & Associates Advanced Fund Search is a comprehensive database filtering tool that provides multiple criteria selections for searching thousands of Canadian mutual funds.
Incorporating fund performance tables, risk ratings, statistical data and more, the Advanced Fund Search is hosted by fundata and maintained by David Paterson.
|Sorry, you do not have access to this content.|