Over the next few weeks, I will be reviewing eleven themes for 2011.
1) Yield matters. Look at dividends, corporate bonds, and trusts.
2) Think like a hedge fund or a pension.
3) Don't fight the Fed. Watch the impact of QE II on commodity and bond prices.
4) Avoid any actively managed Canadian Balanced fund. High fees, low returns.
5) Get a second opinion.
6) Consider flow through shares as a planning strategy.
7) Consider ETFs for diversification
8) Invest like a business owner. Buy great balance sheets and great income statements.
9) Use convertible debt in your portfolio.
10) Invest in assets that interest you.
11) Get out of wraps.
Tune in to AM980 Saturday at 12:30, and find out how these ideas can help you in 2011.
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