Newsletter: Mutual Funds Update

mfuJan15

Posted January 10, 2015

What’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, 2014

What’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, 2014

Mutual Fund Recommended List Review… Evaluating Low Volatility Funds… Portfolio Strategy – Understanding ETF Taxation… Readers’ Questions

mfuOct14

Posted October 10, 2014

The 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, 2014

Recommended List Review… Model Portfolio Review… Portfolio Theory – Evaluating Mutual Funds…

mfuJuly14

Posted July 9, 2014

First 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, 2014

ETF 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, 2014

What’s New… Recommended List Review… Canadian Investors Optimistic about 2014… On Solid Ground?.. Portfolio Strategy – How Many Funds is Enough… Readers’ Questions

mfuApr14

Posted April 11, 2014

Socially Responsible Investing… iShares Slashes MERs on Nine Core ETFs… Portfolio Strategy – When to Sell… Sprott Enhanced Equity – An Interesting Core Choice… Canadian Dollar Expected to Remain Near Current Levels… AGF AlphaSector Class – U.S. Equities by the Numbers… The Best Resource Funds

mfuMar14

Posted March 15, 2014

What’s New… ETF Recommended List Review… Couch Potato Portfolio posts modest gains… Investing with Purpose… Portfolio Strategy – Rebalancing… Readers Questions

mfuFeb14

Posted February 11, 2014

Mutual Fund Recommended List Review… Model Portfolio Review… Portfolio Theory – Benchmarking Performance

mfuJan14

Posted January 11, 2014

The one fund to own for 2014… Revisiting 2013’s Predictions… My top picks for 2014… The Best & Worst of 2013… Portfolio Theory – Defining Asset Allocation… Reader Questions