Globeinvestor Tips and Tricks: a monthly newsletter

November Issue

Welcome to the latest edition of Globeinvestor Tips & Tricks. You can retrieve back copies through our Tips & Tricks archive.


This month:

15-Year Mutual Fund Review

With November comes our semiannual review of mutual fund performance over the past 15 years. Published exclusively on, the latest edition ranks around 5,000 funds in 35 asset classes by their performance.

View 15-Year Mutual Fund Review

Extreme Investing

You don't have to bike across mountain ranges or kayak through rapids to get your adrenaline going. The latest issue of Trade by Numbers will show you how to get your heart-pounding with some extreme investing ideas. Look for the November issue soon.

Stop Recurring Fund Transaction

To change the details of a recurring mutual fund transaction in your portfolio, you must stop the current transaction and start a new one with the desired changes. Here are the steps:

  1. On the Portfolio Menu page, click Stop Recurring Transaction. A list of recurring transactions for your portfolio is displayed.
  2. Click in the Stop column beside the recurring transaction you want to edit. This will display a check mark in the small box.
  3. Click Stop Transaction.
  4. On the Portfolio Menu page, click Start Recurring Transaction.
  5. Enter the new transaction with the correct details. Click either Buy or Sell depending on the type of transaction you are entering. No real units will be bought or sold. The Confirmation screen will be shown.
  6. If the details are correct, click Add to my portfolio. If you need to make a change or correction, click your Web browser's Back button.

View your Portfolio

Tell us how you use our financial Web sites (for possible inclusion in future editions of Tip & Tricks)

Send us your suggestions for future articles in this newsletter

Send us your suggestions on how we can improve our Web sites (content, functionality, etc.)

Back to top