This guide tells you how, contrary to popular belief, diversifying in mutual funds may actually be hurting your portfolio’s performance and shows you how you can give your investments the strategy they deserve. If you are reviewing how your portfolio is invested and you have $500,000 or more, read our guide to see if it’s time you graduate to a better investment strategy.
- Are you paying hidden fees?
- Are your mutual funds personalized for you?
- Is there such a thing as over-diversification?
- Are you sacrificing tax efficiencies with your funds?
Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance neither guarantees nor reliably indicates future performance.
With portfolio management experience dating back to 1979, Fisher Investments Canada provides world-class portfolio management tailored to clients’ needs. We develop an investment strategy based on our clients’ long-term goals and objectives and we oversee nearly the entire investment process including account setup and transfers, asset allocation, trading and ongoing management of the portfolio.
For more information on what sets us apart, please visit our Fisher Investments Canada Difference page.