I'm doing semi-regular updates on these portfolios and their performance. The following article focuses on portfolio and fund performance for 2023. Equities had an outstanding year last year, with the ...

So many investment choices, so many potential portfolio decisions. The inventory of stocks, bonds, funds and other financial assets for sale is big enough to fill a big-box store. But there’s a ...

You might remember the gameshow “Name That Tune.” Contestants work to guess a song based on as few notes as possible. As it turns out, I’ve been doing something akin to that with an increasing chunk ...

Start with your goal and build a basic emergency fund. Then begin with a simple investment like an index fund or a diversified mutual fund. A common starting point is 60 per cent growth, 30 per cent ...