Q: H guys,
For 2 years I've been trying to get my conservation 50 year buddy into buying good Canadian blue-chip dividend companies without luck. Ultimately he decided to move his investments from a local under performing asset company to dundee wealth. Here is the email he sent me:
"I pulled the trigger and pulled my money out of the investment company I was using and put it with a new guy. I was honest with him and said I would like to be as modern as possible and he seems quite flexible so far. I have my money in transit right now but next week I will be meeting with him and reinvesting most of it into mutual funds that he and agree to.
I am also going to invest a small portion into some kind of ETF(s) or stock(s).
Right now I am gathering any information or opinions of what are people's top 5ish successfully performing mutual funds in their portfolios that have performed well over the last 5, 10, an/or 15 years. And that they are sticking with in the future so far. I have heard of two mutual funds that sound good so far: Mawer (Keeps receiving a lot of awards) and Edgepoint (Is run by the old Trimark gurus. They left Trimark and started Edgepoint)
As it stands now I may be investing in both of them and their Canadian Equities and Global Equities funds equally. Example; Mawer Canadian Equity and Global Equity and Edgepoint Canadian Equity and Global Equity
Any opinions if this is a good idea or not?
I am writing to get your opinion and/or that of your Investor Manager friend.
Is there some better Mutual Fund options out there?
I am also looking for your opinion of your top 5 stocks and/or ETFs (long term) that you have invested in and plan on leaving it for 5 -10 more years. I will be dabbling a bit in these areas.
If you don't have an opinion or don't feel like sharing it, no problem. You are welcome to pass this email on to anyone that you feel may give me their opinion.
I understand that you would only be sharing your opinion and would not be recommended anything so you should not feel responsible if something turns into a dog.I would take your opinion and then research it and see if I liked it or not so it could become my own."
Any thoughts? Thank you. I appreciate you time and effort on this one.
Brent
For 2 years I've been trying to get my conservation 50 year buddy into buying good Canadian blue-chip dividend companies without luck. Ultimately he decided to move his investments from a local under performing asset company to dundee wealth. Here is the email he sent me:
"I pulled the trigger and pulled my money out of the investment company I was using and put it with a new guy. I was honest with him and said I would like to be as modern as possible and he seems quite flexible so far. I have my money in transit right now but next week I will be meeting with him and reinvesting most of it into mutual funds that he and agree to.
I am also going to invest a small portion into some kind of ETF(s) or stock(s).
Right now I am gathering any information or opinions of what are people's top 5ish successfully performing mutual funds in their portfolios that have performed well over the last 5, 10, an/or 15 years. And that they are sticking with in the future so far. I have heard of two mutual funds that sound good so far: Mawer (Keeps receiving a lot of awards) and Edgepoint (Is run by the old Trimark gurus. They left Trimark and started Edgepoint)
As it stands now I may be investing in both of them and their Canadian Equities and Global Equities funds equally. Example; Mawer Canadian Equity and Global Equity and Edgepoint Canadian Equity and Global Equity
Any opinions if this is a good idea or not?
I am writing to get your opinion and/or that of your Investor Manager friend.
Is there some better Mutual Fund options out there?
I am also looking for your opinion of your top 5 stocks and/or ETFs (long term) that you have invested in and plan on leaving it for 5 -10 more years. I will be dabbling a bit in these areas.
If you don't have an opinion or don't feel like sharing it, no problem. You are welcome to pass this email on to anyone that you feel may give me their opinion.
I understand that you would only be sharing your opinion and would not be recommended anything so you should not feel responsible if something turns into a dog.I would take your opinion and then research it and see if I liked it or not so it could become my own."
Any thoughts? Thank you. I appreciate you time and effort on this one.
Brent
