How to manage currency risk in a portfolio

December 04, 2023 |Metkel Kebede
Currency movements can present an element of uncertainty for Canadian investors holding foreign mutual funds or ETFs in their portfolios. The value of currency used to buy or sell the investments may change, which is called currency risk. What is currency...
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Growth vs. value stocks: what’s the difference ?

December 04, 2023 |Metkel Kebede
Equity portfolio managers are often split into two groups: growth and value. At a high level, these labels refer to the philosophy each follows when selecting investments. While both groups seek to maximize returns, they do so in their own unique way...
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The power of dividends

December 04, 2023 |Metkel Kebede
Offering a winning strategy Historically, dividends have helped investors to gain reliable income and additional growth from their investment portfolios over time. In fact, the boost that dividends provide can help to mitigate the effects of market volatility...
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The benefits of rebalancing your asset allocation over time

December 04, 2023 |Metkel Kebede
Asset allocation is one of the most important parts of investing and It refers to the ‘weighting’ of different asset classes within your portfolio. When building a portfolio, you can choose a mix of investments from different asset classes: cash, fixed...
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Sidelined: How to get back into the market and on track to your goals in 2021

December 04, 2023 |Metkel Kebede
The COVID-19 pandemic, a breathtaking market crash, an awe-inspiring recovery, a sputtering global economy, and more political drama than you can fit into a reality TV show: 2020 had it all, and it left many investors unsure what to do. Investors who...
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After the boomer times

December 04, 2023 |Metkel Kebede
Why retirement will be different for the next generation of Canadian retirees If you look back about 40 years, nearly one half of Canadian workers had an employee pension plan. For those set to retire in the next 10-15 years, again, about half are covered...
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TFSA tips for Canadian Investors

December 04, 2023 |Metkel Kebede
Making the most of your investments – after tax As we enter the second year of the COVID - 19 pandemic, it’s more important than ever to make the most of life. You may be finding new ways to stay connected with those closest to you. Or perhaps you’re...
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Weathering “Typhoon COVID”

December 04, 2023 |Metkel Kebede
Like a ferocious storm, the COVID-19 pandemic swamped global economies and markets – and shook investors’ portfolios. With uncertainty still swirling, it’s a wise time to reaffirm, reassess and review. A mighty storm makes landfall The pandemic hit stock...
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An increasingly undeniable truth

December 04, 2023 |Metkel Kebede
A recent RBC report helps debunk the myth that socially responsible investing hurts returns Here’s some good news for investors who want to align their ethical beliefs with their investing practices: there is a clear correlation between strong sustainability...
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And then along came a black swan …

December 04, 2023 |Metkel Kebede
After more than a decade of delivering phenomenal returns to investors, global equity indices reached their zeniths in the latter part of February. Economists had already begun to debate the timing of the natural end of the business cycle – itself also...
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