Rebalancing to include safety and income

For months, I have been discussing the safety provided by bonds and preferred shares, With the rally in the markets over the last few weeks, it is an ideal time to consider rebalancing your portfolio to include safety, and income. If the market continues to rally, you will still benefit as investor confidence returns. If the market sells off over the spring, you will conserve capital, and receive income while you wait for markets to stabilize. I believe we will see some pullback from the recent rally over the next few weeks, and this is an excellent time to seek the safety of bonds and preferred shares. 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