Morningstar recommends: Mutual European Z (MEURX) Find the latest stats here. Run by past WEALTHTRACK guest Philippe Brugere-Trelat since 2004 and has an outstanding track record Watch this Episode
Action Point
MINIMIZE INVESTMENT FEES
Seek passive management Look at ETFs and index funds Watch this Episode
ROBERT KESSLER RECOMMENDED READING:
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FRANCOIS TRAHAN RECOMMENDED READING:
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MATCH YOUR INVESTMENT STRATEGY WITH YOUR OBLIGATIONS
Consider expenses to cover & consider time frame needed Near term liabilities = stable, less risky investments Long term obligations= allocation to more risky investments providing growth over longer time frame Watch this Episode
SEEK SAFETY AND INCOME AT A REASONABLE PRICE = S.I.R.P.
Rosenberg recommends for “reliable dividend growth and dividend yield” Canadian and U.S. Preferred shares Energy infrastructure Utilities Watch this Episode