3 Timeless Tips for Surviving a Bear Market

3 Timeless Tips for Surviving a Bear MarketThe financial media as of late—in both Canada and the U.S.—has been overrun with headlines talking about the potential for another bear market. It’s clear why. A 10% correction in the TSX in August followed by news that we are in a recession has put investors on edge. Is there any accuracy to claims that a new bear market is upon us? It is impossible to know for sure, but…

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Why More Market Mayhem May Be Awaiting Rattled Investors

Why More Market Mayhem May Be Awaiting Rattled InvestorsViolent market swings sent the S&P 500 into correction territory over a four-day period that began last Friday, while other markets around the world fared just as badly. But by the end of the week, investors who stayed put Monday were in the black. The panic selling that began last week turned into a mid-week rally, and markets either continued to either gain or at least stabilize through Friday. Perhaps,…

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Dont Panic – Market Corrections Are an Opportunity in Disguise

Dont Panic - Market Corrections Are an Opportunity in DisguiseIt’s official. We are in correction territory. Chinese shares have erased all of the year’s gains. Dow futures dropped more than 600 points last week. And today, it dropped 1,000 points when the market opened. The natural, human response is to panic because your stock is losing value. But I would implore you, as a smart investor, not to panic. What separates the smart investor from the average investor is…

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Why Investors have to Adopt New Tactics From Time to Time

Why Investors have to Adopt New Tactics From Time to TimeAccording to investing pioneer Sir John Templeton, “The four most dangerous words in investing are: ‘this time it’s different.’” His admonishment, often quoted and treated as divinely inspired, refers to investors’ belief that the measurement of value changes in a fundamental way over time. Although Templeton’s essential point to invest in value rather than respond to trends or innuendo is sound, I much prefer the advice from another legendary investor,…

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How to Make Your Portfolio As Inefficient As Possible – Pay Down the Mortgage

How to Make Your Portfolio As Inefficient As Possible - Pay Down the MortgageThere’s been no shortage of fear-mongering about the Canadian housing market – whether that’s Deutsche Bank stating it is overvalued by 65 per cent, or U.S. hedge funds shorting the country’s banks and mortgage providers. Jerome Hass, a portfolio manager at Lightwater Partners Ltd., had similar views about the London, England, property market just under a decade ago, as well as Australian housing prices 15 to 20 years ago. “I…

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Why A Market-Neutral Approach Works When Valuations Are High

Why A Market-Neutral Approach Works When Valuations Are HighIt’s often said that the global economic recovery is muddling along — that is, moving in the right direction, but at a pretty slow pace even though emergency levels of monetary stimulus are still in place. James Hodgins, chief investment officer of Toronto-based CHS Asset Management, thinks that’s kind of crazy. “There is no emergency right now,” he said, explaining that this environment is one reason why his firm launched…

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7 Ways to Simplify Your Investments

7 Ways to Simplify Your InvestmentsInvesting doesn’t have to be difficult. Eliminating complicated investments can make your portfolio easier to manage and could even boost your returns. Automating your finances can also make it easier to save money and track your investments. Here are seven ways to make investing simple. 1. Consider a robo advisor. Automated online investment management platforms or robo advisors such as Betterment and Wealthfront can make investing incredibly simple because they…

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Why Investors Should Look Outside of U.S. Markets

Why Investors Should Look Outside of U.S. MarketsValue investors are finding it difficult to pick stocks in the U.S. as low interest rates around the world continue to fuel equity markets, especially since U.S. multinationals are getting hit quite hard by their foreign currency exposure due to the greenback’s strength. Nevertheless, strategists are almost universally positive on the outlook for U.S. markets this year. But Norman Levine and Darren Sissons of Toronto-based Portfolio Management Corp., are taking…

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Five New Things Investors Should Try in 2015

Five New Things Investors Should Try in 2015The start of a new year causes many people to vow to change, make resolutions or try something new — after their hangover wears off anyway. For investors, it can be a good time to review their portfolios, investment goals and strategies: Is your investment plan working? Is your advisor earning his or her keep? Is your portfolio diversified and balanced? Investors can, of course, stick with the tried and…

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Finally! Alternative Investments For the Rest of Us

Finally!  Alternative Investments For the Rest of UsThere’s no doubt some Canadian investors are cynical about the rise in popularity of alternative investments over the past few years. And really, who can blame them? Hedge-fund strategies and non-traditional asset classes such as private equity and infrastructure are repeatedly touted for their significant diversification benefits and returns that are uncorrelated to stocks and bonds, but they also usually come with big price tags and, more often than not,…

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