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Globe Portfolio

The Globe and Mail's Globe Investor

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The Globe and Mail's Globe Investor section (which replaced Net Worth) is dedicated to giving you what you need to manage your personal finances successfully. Globe Investor appears every Saturday in The Globe and Mail and on globeinvestor.com. View our archive of past Globe Investor issues.

TOP STORY

Count Your Tax-Loss Blessings
Depressed about all the red ink in your portfolio? Consider unloading some of your losers for tax-loss purposes. Cuts in capital gains tax have made the strategy slightly more complex than in years past, DAVE EBNER writes, but the potential gains make it worthwhile.
By DAVE EBNER
In a year that has seen technology stocks implode and world equity markets struggle, it's likely there's red ink in many investors' portfolios. But a loser can prove useful if an investor sells a stock at a loss and deducts the amount from capital gains -- the strategy known as tax-loss selling.

Law grad tackles massive debt head-on
TONY MARTIN profiles an Osgoode Hall student who has taken an aggressive approach to repaying her $50,000 education loan.
By TONY MARTIN
You can't really blame me. There I was, eating lame sushi and reading a languorous piece on tax strategies when at the next table, ''Marcus'' suddenly became the topic of an animated discussion between two women. So, what could I do but listen in!

Options: More than a gamble
Professional investors have long used 'put' and 'call' options to lock in gains or hedge against losses. FABRICE TAYLOR describes how, with careful study and due diligence, you can do the same.
By FABRICE TAYLOR
So you've watched Nortel's stock plummet, then fall some more, then rise, fall, rise, fall. . . . Oh, the humanity. If only you'd sold. If only you'd averaged down. If only you'd locked in your profits.

NET WORTH - BEST BUYS
A weekly scorecard of some of the lowest and highest rates and yields across Canada. The survey of mortgage, GIC and car loans - taken from a sample of companies by Cannex Financial Exchanges - covers posted rates only so consumers may be able to haggle for a better deal at some financial institutions.

Book explores why investors make mistakes
By ROB CARRICK
If not for our mental mistakes, we'd all be a lot more effective as investors.Let us count the ways we blow it: Timing the market, investing too heavily in Canada and not enough globally, getting too hyper about market risk and throwing money at supposedly hot sectors.

AHEAD OF THE CURVE
Slowing growth, rising inflation -- it's stagflation all over again
By JEFFREY RUBIN
There's a lot of bad vibes out there.Capital seems to be fleeing East Asia again, credit spreads are widening globally, and more than 40 per cent of the capitalization of the Nasdaq Stock Market has gone up in smoke. All of a sudden financial markets suddenly look a whole lot less liquid than anyone had thought.

STARS & DOGS
A selection of this week's winners and losers Compiled by Andrew BellWHO'S HOTDavid Nield Just how dull is Canada Life chief Dave? Well, when the other life insurance bosses get together for their games of strip cribbage, they use him as a container for the potato chips. Mind you, with Canada Life stock up 81 per cent so far in 2000, investors aren't yawning. And what does Dave think of the switch to a publicly traded company? ''I think we've managed it very well.'' No doubt $1.7-million in compensation last year helped Dave to struggle through.

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