Globeinvestor Tips & Tricks

February Issue

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

This month:

Broken hearted
Fifteen years of funds
Transferring cash
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Broken hearted

February's Trade by Numbers celebrates Valentine's Day by telling you, from bitter experience, why falling in love with your investments is a bad idea.

Read the latest issue of Trade by Numbers

Fifteen years of funds

Our twice-annual review of mutual fund performance over the past 15 years is now available. See how the funds performed by selecting an asset class below:

View the 15-Year Performance Tables

Portfolio Tip: Transferring cash

When the Cash Balance feature is enabled, Globe Portfolio automatically adjusts your cash balance whenever you buy or sell securities, when stock dividends are issued, and when fund distributions are not reinvested. There will be times, though, when you may want to transfer cash into or out of your cash balance. To do so, follow these steps:

Globe Portfolio shows the value of your Canadian and U.S. dollar cash balances. Select the balance for which you wish to record the cash transfer from the drop-down list beside Select Currency.
Enter the date of the transfer in the date fields in the YYYY MM DD format.
Under Cash Amount, type the total dollar value of the transfer in the box.
Press either Transfer In or Transfer Out. A screen will appear confirming that the cash transfer has been recorded.

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