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Top-tier businesses in a bargain bundle

Fabrice Taylor, CFA, publishes the President's Club investment letter, for which he and The Globe and Mail have a distribution agreement. taylor.fabrice@gmail.com***********If you didn't invest in CBOE Holdings a year ago, I'm going to guess that you wish you had, because you'd be up almost 40 per cent. The same holds for Bank of America (up 35 per cent), Manulife (43 per cent) and dozens of other beaten up financial firms. Wednesday, April 16, 2014

How Manulife funds stack up against the benchmark

Imagine professional golf players, at their discretion, dictating which of their shots would go on record for tournament scores and which would be swept under the rug. If regulations allowed such practices, a mediocre player with a large broom might triumph at the U.S. Open. Thursday, April 03, 2014

Small-cap funds, big-picture themes

jnelson@globeandmail.comWhat are we looking for? Where funds that focus on smaller companies found opportunity in the past year.Today's search We screened three fund categories focused on smaller companies for the top 15 performers. This included the Canadian and Canadian-focused small- to mid-cap categories, as well at the U.S. small- to mid-cap category. We looked at the one year ended Feb. 28. U.S.-dollar, segregated, pooled, duplicate funds were excluded, as were those with minimum investments of more than $25,000. Tuesday, April 01, 2014

Regulators propose timelier delivery of mutual fund facts

Investment advisers would be required to give their customers a basic fact sheet about mutual funds before they buy them - rather than offering a prospectus after a purchase is completed - under a proposed new rule released Wednesday by Canada's securities regulators. Thursday, March 27, 2014

Success is predicted by low fees, not historical returns

Every day, thousands of Canadians settle into chairs in front of financial advisers. Most people don't have an interest in the stock market. They know they should be investing in RRSPs, but they don't have the time or inclination to bother with individual stocks or ETFs. Instead, they trust an adviser to select investments for them. In most cases, they end up with a portfolio of mutual funds. Wednesday, March 12, 2014

Looking for yield around the globe

jnelson@globeandmail.comWhat are we looking for? The world's debt market has climbed to about $100-trillion (U.S.) in size. We look for the global bond funds that turned out the best returns in the past three years. Tuesday, March 11, 2014

Fund manager veers away from bank stocks

jnelson@globeandmail.comWhat are we looking for? How Canadian dividend and income equity funds performed in the past year.The screen We looked for the top 15 performers in the category for one year to Jan. 31. U.S. dollar, segregated and duplicate versions of funds were excluded. We also left out funds with minimum investments of more than $25,000 and those catering to professional groups. Tuesday, March 04, 2014

Playing it too safe

Sober investors will notice that the stock market is looking a little red-cheeked and flushed these days as it lurches around its record highs, ogling a hot IPO one moment, leering at a saucy little social media play the next. Twitter? Facebook? Hilton? The market wants to plant a sloppy kiss on every one of them. Friday, February 28, 2014

Buying into bling

Affluent individuals around the world bucked the depressed market norms of the last few years and managed to keep the luxury goods market bustling by investing in alternatives such as art, wine and supercars. Thursday, February 27, 2014

A hedge-fund legend warns of a decade of risk for Canada

berman@globeandmail.com One of the world's biggest and most respected hedge funds predicts that Canada's economy has a tough decade ahead of it.Ray Dalio's Bridgewater Associates says the country's economy is just beginning a tough period of rebalancing. Thursday, February 27, 2014

Top Mutual Funds

  • 1 Day
  • 7 Days
  • 30 Days
  • 1 Year
  • 5 Year
Fund Name Price $ Chg %
Evolve Blockchain ETF 17.56  11.09
BP S&P 500 VIX ST Fut Dly Invr ETF 2.21  9.77
Horizons Marijuana Life Sci Idx ETF 16.68  9.18
Evolve Marijuana ETF 17.30  9.01
Blockchain Technologies ETF 9.44  8.79
Fund Name Price $ Chg %
BMO AM Global Abs Ret Bond Sr F 9.98  897.20
Tempered Global Value Series F 15.38  53.90
Tempered Global Value Series A 17.86  53.10
LSQ Fund 32.12  45.31
Dynamic Power American Growth A 19.55  44.14
Fund Name Price $ Chg %
Goodwood Milford LP Class S 45.68  170.57
BetaPro NASDAQ-100 2x Dly Bull ETF 61.37  36.43
BP Cdn Gold Miners 2x Dly Bull ETF 11.74  32.51
TD Science & Tech Fd-I 80.57  30.58
Black Creek Int. Eqty Cp Cl E US$ 16.09  26.30

Top 5-Star Mutual Funds

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  • 30 Days
  • 1 Year
  • 5 Year
Fund Name Price $ Chg %
GWL American Growth (A) NL 481.47  4.72
AGF American Growth Class-MF 54.47  4.71
IG AGF U.S. Growth Class-A 27.64  4.69
London Life American Growth (AGF) 16.35  4.67
TD US Blue Chip Eqt Fd- F 25.38  4.57
Fund Name Price $ Chg %
Resolute Performance Fund 20.27  10.80
Signature Glob Energy Cp Cl O 11.35  8.82
Dynamic Energy Income Fund FT 11.18  8.07
BMO Global Energy Class Series A 18.50  6.36
BMO Junior Gold Index ETF 9.05  5.59
Fund Name Price $ Chg %
Goodwood Milford LP Class S 45.68  170.57
Rosalind Capital Partners LP 67.89  24.02
CIBC Nasdaq Index Class A 14.93  23.99
Signature Glob Sci&Tech Cp Cl A 38.58  23.64
CIBC Global Technology Class A 28.89  22.76

Top Income Funds

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  • 1 Year
  • 5 Year
Fund Name Price $ Chg %
Palos IOU High Yield Class A 0.34  7.24
Frk High Income U$-F 5.16  5.02
Marret High Yd Bd Cl P U$ 7.55  4.89
Frk High Income U$-PF 7.56  4.78
Frk High Income U$-I 7.66  4.72

Top Growth Funds

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  • 30 Days
  • 1 Year
  • 5 Year
Fund Name Price $ Chg %
Assumption/Louisbourg Momentum-A 49.85  2.37
Montrusco Bolton Quant Cdn Eq Fd 35.25  1.80
HAP S&P/TSX 60EqWgIdx 13.98  1.55
Blockchain Technologies ETF 9.44  1.48
DFA Cad Vector Equity Cl A 10.53  1.45
Fund Name Price $ Chg %
Blockchain Technologies ETF 9.44  8.79
Assumption/Louisbourg Momentum-A 49.85  4.67
Stone Growth A 12.41  4.34
Montrusco Bolton Quant Cdn Eq Fd 35.25  4.12
First Asset US Trendleaders Idx ETF 23.63  3.51
Fund Name Price $ Chg %
Fidelity Canadian Growth Co A 61.40  17.37
Mackenzie Cdn Gwt A 34.06  15.23
Resolute Performance Fund 20.27  14.83
First Asset Mstar NatBank QC 19.51  14.49
Brandes Canadian Equity Sr A 21.74  13.67