Newsletter: Mutual Funds Update
mfuMay17
Posted May 10, 2017Printable PDF
mfuApr17
Posted April 18, 2017Printable PDF
mfuMar17
Posted March 10, 2017Printable PDF
mfuFeb17
Posted February 10, 2017Printable PDF
mfuJan17
Posted January 10, 2017Printable PDF
mfuDec16
Posted December 12, 2016Printable PDF
mfuNov16
Posted November 10, 2016Printable PDF
mfuOct16
Posted October 20, 2016Printable PDF
mfuSept16
Posted September 10, 2016Download the PDF of this issue.
mfuAug16
Posted August 10, 2016Download the PDF: AugustETFU20163
mfuJuly16
Posted July 10, 2016PDF version: JulyETFU2016final.03
mfuJune16
Posted June 10, 2016PDF version: JuneETFU2016v4
mfuMay16
Posted May 17, 2016mfuApr16
Posted April 10, 2016mfuMar16
Posted March 10, 2016mfuFeb16
Posted February 10, 2016This newsletter is only available as PDF and email broadcast.
mfuJan16
Posted January 11, 2016December 2015
Posted December 10, 2015mfuNov15
Posted November 12, 2015In this issue: What’s New A Brief Introduction to the Team ETF and Mutual Fund Red Flags Another Rough Quarter for the Recommended list Top Performers Healthcare Looking not so Healthy Your Questions What’s New ♦ CI Financial buys First Asset Cap …
mfuOct15
Posted October 10, 2015In this issue: What’s New Third Quarter Lives up to Volatile Reputation Passing the Torch Turbulent Times Why Own an Actively Managed Bond Fund? Low Volatility Funds What’s New ♦ Dennis Mitchell lands at Sprott – Dennis Mitchell, the former Chief …
mfuSept15
Posted September 10, 2015In this issue: What’s New Volatility Shakes Investor Confidence ETF Recommended List Review Couch Potato Portfolio Pauses on Market Volatility Understanding ETF Trading in Volatile Times Healthcare Fund Recommendation Portfolio Management Service Now A …
mfuAug15
Posted August 10, 2015What’s New… Recommended List Review… Model Portfolio Review
mfuJuly15
Posted July 11, 2015In this issue: What’s New First Half Winners and Losers Greece Votes No to Austerity Understanding Floating Rate Income Funds Floating Rate Income Fund Options The Next Crisis ? Bond Market Liquidity Reader’s Questions View this newsletter on our new w …
mfujun15
Posted June 10, 2015In this issue: What’s New ETF Recommended List Review Another Solid Quarter for the Couch Potato Portfolio Portfolio Strategy ? Does Currency Matter over the Long Term Reader’s Questions View this newsletter on our new website to download the PDF What’ …
mfuMay15
Posted May 10, 2015What’s New … Recommended List Recap and Outlook … Cambridge Global Asset Management – A Deeper Look
mfuApr15
Posted April 10, 2015What’s New… Oil Hits Canadian Economy… Top Fund Picks for the Current Environment… Understanding RBC’s Global Bond Offerings… Using T-Series Funds to Reduce OAS Clawback… Portfolio Strategy – Understanding Active Share… High Active Share Funds
mfuMar15
Posted March 10, 2015In this issue: What’s New ETF Recommended List Review Impressive Quarter for the Couch Potato Portfolio TD Retirement Portfolios Portfolio Strategy – When is a good time to Invest? What’s New ♦ Bank of Canada hangs tight – for now – After surpris …
mfuFeb15
Posted February 10, 2015What’s New… Recommended List Review… Model Portfolio Review
mfuJan15
Posted January 10, 2015What’s New… 2014 Prediction Review and 2015 Outlook… The One Fund to Own for 2015… Improved Fund Rating System for 2015… Portfolio Strategy – Rate Rises Spell Trouble for Bond Investors… Beware of Prospectus Risk Ratings… Reader’s Questions
mfuDec14
Posted December 10, 2014What’s New… ETF Recommended List Review… Couch Potato Portfolio Takes a Breather… Portfolio Strategy – Tax Loss Selling… Trying to Find the Best Monthly Income Fund… Navigating the Fund Code Nightmare
mfuNov14
Posted November 12, 2014Mutual Fund Recommended List Review… Evaluating Low Volatility Funds… Portfolio Strategy – Understanding ETF Taxation… Readers’ Questions
mfuOct14
Posted October 10, 2014The Beginning of the End?… Best Bets for Volatile Times… Portfolio Strategy: Understanding Smart Beta… Bill Gross Leaves PIMCO… Fund vs. Fund
mfuAug14
Posted August 11, 2014Recommended List Review… Model Portfolio Review… Portfolio Theory – Evaluating Mutual Funds…
mfuJuly14
Posted July 9, 2014First Half Review… The Best of the First Half… Best Bets for the Second Half… Portfolio Strategy – Understanding Bond Duration… Are You Paying Too Much?
mfujun14
Posted June 12, 2014ETF Recommended List Review… Couch Potato Portfolio Gains… REIT ETF Distribution Discrepancy Baffling… The Best European Funds… Portfolio Strategy – Understanding Your Return Objectives
mfuMay14
Posted May 10, 2014What’s New… Recommended List Review… Canadian Investors Optimistic about 2014… On Solid Ground?.. Portfolio Strategy – How Many Funds is Enough… Readers’ Questions