Posted on 28 December, 2009
As a derivatives trader, nobody more than myself enjoys coming up with sophisticated investment strategies. Yet, sometimes opportunities presents themselves in ways that don’t require a whole lot of complexity nor hours of research. And while I strongly believe there are no free lunches out there, sometimes you do find a $5 bill or even a $20 bill lying on the street. An insured annuity is one of those very simple, easy to understand products that for a number of investors can supplant or complement the fixed income portion of one’s portfolio.
Posted on 25 December, 2009
If you see the letters ‘DSC’ next to a mutual fund that you own, you can rest assured that you are getting hosed…’DSC’ refers to Deferred Sales Charges — fees that an investor has to pay over and above the mutual fund’s management fee…
Posted on 13 December, 2009
Research in Motion (RIM), makers of the Blackberry, is a Canadian success story but its stock is not without its risk. The company is worth more than $36 billion. It generates over $600 million in profit every quarter. It carries no debt on its books. It has a dominant position in the US with a market share greater than 55%. And it is expanding aggressively into sought after international markets including Russia and China. Here’s one way to limit investment losses in RIM ….