Monday, May 11, 2009

Are yourcurrent assets consistent withyour long term goals?

After a dizzying nine week rally, it might be tempting to stop worrying about your investments. In fact, the spectacular rally of the last few weeks is an opportunity to look at your existing portfolio, and make sure that your current assets are consistent with your long term goals. The market would need to rally another fifty percent from here to recapture last year's highs, so you need to ensure you have the right mix of equities for growth, and fixed income and cash to protect you should we see more downturn. It may be time to get a fresh approach, or seek a second opinion.

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 isa division of Scotia Capital, member CIPF

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