A Portfolio for Paupers — Investing When You’re Short on Time and Money

A Portfolio for Paupers -- Investing When You're Short on Time and MoneyA prince’s portfolio may be an ideal way to reach your investment goals, but lots of investors have neither the time nor the money to manage anything more than a few different holdings. Luckily, there are plenty of simple, low-cost investment options available to build a solidly diversified portfolio. Perhaps the best bet for investors on this front is a portfolio exchange-traded fund. Two to consider, in particular, are iShares…

Read More >>

5 Things to do Before Selling a Winning Stock

5 Things to do Before Selling a Winning StockAutoCanada Inc. was the subject of 5i Research Inc.’s first research report after we launched our company in January 2012. It was given a B+ rating and its share price was $6.30. Now it’s at about $70 per share making it that rare 10-bagger — that is, a stock that has increased tenfold. We’re not gloating, but it is, of course, great to pick such an investment winner. Many investors,…

Read More >>

How to Decide If You are Ready to Invest

How to Decide If You are Ready to InvestSo you want to get into the investment game and you’ve been sitting on the bench. The Standard & Poor’s 500 index is up around 18 percent this year through September and you’re apprehensive about getting back into the game now. Should you just run onto the field and start playing or wait for the coach to put you in at the right time? The following are three essential questions…

Read More >>

Four Investing Mistakes to Avoid in 2012

Four Investing Mistakes to Avoid in 2012The ongoing turmoil in world markets has made for a herky-jerky ride this year. What did you learn? While most professional money managers expect stomach-churning volatility to continue, there’s no reason why you can’t still position your portfolio for safety, income or growth. Here are some mistakes to avoid: 1. Staying Out of the Market. Sure, the market this year was crazier than selling snowballs to Inuits. But by staying…

Read More >>

5 Canadian Portfolio Managers You Should Follow

5 Canadian Portfolio Managers You Should FollowWhen it comes to the capital markets, information overload is a very distinct reality for most people, including ourselves. From countless websites and blogs dedicated to stocks, options, mutual funds, hedge funds, personal finance etc. etc. to print media and television, how can one not be inundated with too much information? We would liken this predicament to a fairly prevalent movie scene, where prosecutors demand the surrender of documents from…

Read More >>

Possible Effects of Global Imbalances on Investors

Possible Effects of Global Imbalances on InvestorsMcKinsey & Company’s Globalization’s critical imbalances in the McKinsey Quarterly report provides a readable summary of those issues along with some implications that, though they are directed at a corporate audience, provide food for thought for individual investors. Here are a few parts I think to be pertinent: “it would be wise to be prepared for the high probability of future financial shocks. To do so, most companies need to…

Read More >>

A Time to Sell?

A Time to Sell?Recently in the comments section of a post from July 2008, titled 30% today vs. 50% tomorrow, a reader John asks the following question, “I noticed some of my mutual funds are showing a 70% return from one year ago (market low). Do you agree it’s a good time to sell some now and wait for a dip in the major indexes before getting back in? I’m of course talking about…

Read More >>