Friday, October 9, 2009

review your asset mix, and see if you should rebalance your investments to protect your gains

The recent rally in the equity market has been pretty spectacular. As
the markets rebound, one key problem is reemerging. As stock prices
rise, the relative value in in your portfolio is also surging.
Ultimately, the growth in value in your equity portfolio increases
your risk, and it may be appropriate to review your asset mix, and see
if you should rebalance your investments to protect your gains. If
you are looking to review your situation, give me a call.

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, member CIPF

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