Wednesday, February 25, 2009

Corporate bonds and preferred shares

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

With markets reaching multi year lows, one of the themes I am
emphasizing with investors is moving "up the balance sheet." This
means considering corporate bonds and preferred shares as an
alternative to equity investments. Companies are having a very tough
time raising money, and as a result,there are very high returns
available in both corporate bonds and preferred shares. With many
quality bonds and preferred shares paying yields near ten percent, why
not consider adding corporate debt to your portfolio. It should offer
you better returns than a money market, while offering greater
security than equities.
Do you want to discuss your alternatives?
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

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