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The Rothery Report 2023   05: 07 14 21 28   04: 02 09 16 23 30   03: 05 12 19 25   02: 05 12 19 26   01: 01 08 15 22 29 2022   12: 04 11 18 25   11: 06 13 20 27   10: 02 09 16 23 30   09: 04 11 18 25   08: 01 07 14 20 28   07: 03 10 17 24   06: 05 12 17 26   05: 01 08 15 23 29   04: 03 10 17   03: 06 13 20 27   02: 04 13 20 27   01: 02 09 16 23 30 2021   12: 05 12 19 25   11: 06 14 21 28   10: 03 07 17 24 30   09: 05 12 19 24   08: 02 08 15 22 29   07: 04 11 19 25   06: 06 13 20 27   05: 02 09 16 23 30   04: 04 11 18 25   03: 07 14 21 28   02: 07 14 21 28   01: 03 10 17 24 30 2020   12: 06 13 20 25   11: 01 08 22 27   10: 03 11 18 24   09: 06 11 19 26   08: 01 09 16 22 30   07: 04 12 18 26   06: 06 12 20 27   05: 03 09 16 23 31   04: 04 12 17 24   03: 08 15 22 28   02: 01 07 15 22 28   01: 03 10 17 24 2019   12: 03 11 16 27   11: 03 08 16 22 27   10: 04 11 18 22   09: 06 11 17 25   08: 12 19 31   07: 07 26 31   06: 06 15 21 26   05: 01 08 15 20 27   04: 03 13 16 21   03: 04 12 18 25   02: 05 13 20 25   01: 01 08 16 22 28 2018   12: 03 11 17 26   11: 01 05 12 19 26   10: 09 15 22   09: 06 10 17 24 30   08: 07 13 22 28   07: 02 09 16 23 30   06: 04 12 19 25   05: 08 14 23 28   04: 02 10 16 22 30   03: 05 12 19 27   02: 05 12 20 26   01: 01 08 15 22 29 2017   12: 04 11 18 24   11: 06 12 20 27   10: 01 07 16 23 30   09: 04 11 17 23   08: 07 16 20 28   07: 02 09 16 23 30   06: 04 11 18 26   05: 07 14 21 28   04: 02 09 16 23 30   03: 05 12 19 26   02: 05 12 19 26   01: 02 07 15 22 29 2016   12: 04 11 18 26   11: 06 13 20 27   10: 02 09 16 23 29   09: 04 11 18 25   08: 07 14 21 28   07: 03 10 17 24 31   06: 05 11 19 26   05: 01 08 15 22   04: 03 10 17 24   03: 06 13 20 27   02: 07 14 21 28   01: 03 10 17 24 31 2015   12: 06 13 20 27   11: 01 08 15 22 29   10: 04 10 18 25   09: 05 13 20 27   08: 17 23 30   07: 05 12 19 26 31   06: 06 14 21 28   05: 03 09 17 23 31   04: 04 12 19 26   03: 01 07 15 22 28   02: 07 14 21   01: 04 12 18 25 31 2014   12: 06 14 21 28   11: 02 08 16 23 30   10: 04 11 19 26   09: 06 14 19 28   08: 10 16 24 29   07: 05 12 19 25   06: 08 15 20 29   05: 04 11 18 25 30   04: 06 12 20 27   03: 02 09 16 23 30   02: 01 09 16 23   01: 05 12 18 26 2013   12: 02 09 16 30   11: 03 11 17 24   10: 06 14 20 27   09: 09 16 23 30   08: 04 10 25   07: 07 15 21 28   06: 03 09 16 23 30   05: 05 12 19 26   04: 07 14 21 28   03: 03 11 17 24 31   02: 04 10 17 24   01: 06 13 20 27 2012   12: 02 09 16 23 30   11: 04 11 18 25   10: 07 14 21 28   09: 02 09 16 23 30   08: 05 12 19 26   07: 01 08 15 22 29   06: 03 10 17 24   05: 07 13 20 27   04: 01 08 15 22 29   03: 04 11 18 25   02: 05 12 19 26   01: 01 08 15 22 29 2011   12: 04 11 18 25   11: 06 13 20 27   10: 02 09 16 23 30   09: 04 11 18 25   08: 07 14 21 28   07: 03 10 17 24   06: 05 12 19 26   05: 01 08 15 22 29   04: 04 10 17 24   03: 06 13 20 27   02: 06 13 20 27   01: 02 09 16 23 30 2010   12: 05 12 19 26   11: 07 14 21 28   10: 03 10 17 24 31   09: 05 12 19 26   08: 01 08 15 22 29   07: 04 11 16 25   06: 06 13 20 27   05: 02 09 16 23 30   04: 04 11 18 25   03: 07 14 21 28   02: 07 14 21 28   01: 03 10 17 24 31 Archive Stingy News Quarterly 2014: Q1 Discontinued 2013: Q1 Q2 Q3 Q4 2012: Q1 Q2 Q3 Q4 2011: Q1 Q2 Q3 Q4 2010: Q1 Q2 Q3 Q4 2009: Q1 Q2 Q3 Q4 2008: Q1 Q2 Q3 Q4 2007: Q1 Q2 Q3 Q4 2006: Q1 Q2 Q3 Q4 2005: Q1 Q2 Q3 Q4 2004: Q1 Q2 Q3 Q4 2003: Q1 Q2 Q3 Q4 2002: Q1 Q2 Q3 Q4 2001: Q1 Q2 Q3 Q4 Dan's Reports About Dan Privacy Policy	Dan's Reports 2008 Portfolio dilution excessive in Canada Fund fees revisited 2007 T class funds Bonds vs. bond funds Bear market protectors Investing in bonds Ignore bonds at your peril Coping with change 2006 The future of income trust funds Causes of underperformance not what they appear Are Canadian fees excessive? Performance anxiety Commission vs. fee-based vs. fee-only 81-106 a step back Poor fund classifications Pension shortfall A longer-term report card Information overload 2005 Three resolutions for your portfolio Year-end distributions Product approval criteria The Naked Investor A dividend fund with a twist Less is better than more The future of DSC funds Hot Button Issues Hocus Crocus Are advisors to blame for Portus? Management structure Foreign content implications Foreign content limit Alternative investments Déjà vu: It's 1996 all over again Shake the urge to chase winners Afterthoughts on market timing 2004 Fund companies settle Year-end distributions Theoretical hedge fund risk Nortel woes continue Full disclosure Go foreign Real return bonds Fund trading update Bulked up bond funds Fixed income solutions Bond funds are passsé Battling fund myths Has indexing lost its lustre? Are new fund mergers biased? Labour fund moratorium Proposed NI 81-107 needs work DSCs on way out Nortel investors sideswiped - again Not-so-Canadian funds Do advisors fear F class units? Managing capital losses Deductibility of fees Budget impact on trusts Are fees deductible? Active managers & ETFs Product recommendations Judging the book and its cover Beware of performance ads Ontario shelves change Shunned Canadian funds Planning opportunity Fund sales rebound High expectations 2003 Report card Money market bulge Year-end distributions The value view Shelter of trusts CI as a trust Clarington Benchmarking Problems Funds of funds MER controversy DSC purchases Implications of convergence Sources of return Mutual fund scandals High yield bond funds Stock investing II Stock investing Tech stock update Risk and reward Should advisors do as they say? What's advice worth? Is this rally for real? Keep it simple Coming full circle Rising MERs Currency effects Case study Big picture investing Disclosing votes Demographic trends Clarifying bond risks Opportunity Bonds Manager mobility There is no free lunch Are US funds cheaper? Quick war Factor risks Taxes and funds Cash policy Trend in labour funds LSIF picks Taking your RRSP abroad RRSP fund picks Trust is key A contrarian indicator Growing profits... Progress report 2002 Strategy update Canadian ETF Distributions Income trust mutual funds Types of income trusts Income trusts Want technology stocks? Know when to fold 'em What shapes yields? Smoke and mirrors Scrutinizing investments Fund industry's excesses To halve and to hold Gauging risk needs Redefining risk Patience is a virtue Do dividends matter? Hedge funds in portfolios Hedge fund returns Hedge funds - some finer points The long and short of hedge funds Following bad news Market malaise Drawing an income Repairing broken trust Payouts cut National Bank swallows Altamira AGF appoints new managers Guided by the market Exercise your rights Reasons to sell Why Buy? Diworsification The impact of rates Enronitis Star manager dumps AGF Upside of LSIFs Labour Sponsored Funds Taxes and mutual funds Mutual fund makeovers Mutual fund dogs More RRSP ideas Ideas for your RRSP Should you dump your advisor? Resources for the do-it-yourselfer The quest for the perfect advisor Should you have an advisor? Portfolio positioning for '02 Recommendations report card 2001 Can you handle the truth? Reality check Phantom yields Year-end distributions Debunking common investment myths Avoid superficial losses Time for tax planning Proper fund comparisons Don't forget bonds Reminder: get back to basics Unlocking the DSC Handcuffs Do you feel lucky? Is inflation a risk? Should investors take action? Cash is king among fund investors Monumental destruction hits U.S. What makes Mackenzie Managed Yield Class tick? The currency game Weaknesses of fund rating services Tips to picking good funds in the future The Pros and Cons of Fee-Based Advisors The fee-based trend Defined portfolio trusts In search of value Phantom fees Mutual fund corporate classes MSCI index changes Have energy stocks run out of steam? New Barclays' S&P 500 ETF Neglected foreign funds The wrap account to avoid Some of Canada's best tax-managed funds Tax-managed funds: Part 2 Tax-managed funds The importance of the simplified prospectus Spooked by tech stocks? A History Lesson in Mutual Funds Hidden Gems Pooled Wrap Programs Got Nortel? Do you really need a seg fund? The Value of Investment Guarantees Do You Need More Foreign Content? Scudder's About Face What's In A Name? The Greenspan Effect - Part II The Greenspan Effect 2000 Where do we go from here? Outlook For Tech Stocks Templeton Growth Gets New Manager - Again Escape the December Tax Bite Mutual Funds' December Tax Bite What is AGF's global strategy? Does size matter? The RRSP Debate - Part II Does the mini-budget make RRSPs obsolete? Great expectations A raise for your money manager? Is technology a buy? What do rising oil prices mean to your portfolio? The risk of manager turnover Are multi-manager funds worthy of a spot in your portfolio? Sit tight, or sell? Fund Company Mergers Striking Balance in Your Portfolio Controversial plan looms Dan Hallett, CFA, CFP is the President of Dan Hallett & Associates Inc. in Windsor Ontario. DH&A is registered as Investment Counsel in Ontario and provides independent investment research to financial advisors. He can be reached at dha@danhallett.com
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