June 30, 2008 Morning Spot

This is Jeff Wareham, ScotiaMcLeod Wealth Advisor, with some thoughts for investors outgrowing their mutual funds.



June is coming to a close, and 2008 is half over.



The mid year report is not good.



Although the TSX has eked out a small gain since January, many global markets are down double digits, and are in official correction territory



On Saturday, I discussed seeking higher yielding, defensive, dividend paying stocks, as a way to protect your portfolio, with the emerging risk of inflation or stagflation.



Has the time come to restructure your portfolio for the realities of the current market?



Have you outgrown your mutual funds?



For a review your portfolio, or a complimentary copy of my CD, visit, www.beyondfunds.ca or call me, Jeff Wareham, at 519 660 3260.

This program is for information purposes only. Fees, management fees, and commissions may be associated with mutual fund investing.

Investors should consult their prospectus before investing. Views expressed are those of the author, not Scotia Capital. ScotiaMcLeod is a division of Scotia Capital Inc, member CIPF.