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Investing products that can be a problem in your portfolio with Warren MacKenzie and Rob Carrick

Warren MacKenzie, president and CEO of Weigh House Investor Services, with Rob Carrick from the Globe and Mail discuss investing products that can be a problem in your portfolio.

  • What investment products set off alarm bells in a portfolio?
  • What are deferred sales mutual funds?
  • Why should you avoid deferred sales mutual funds?
  • Why do new issues stocks and principal protected notes PPNs and structured investment products make you suspicious when you evaluate a portfolio?
  • What investment products do advisers make a lot of money selling?
  • Which investment products have the highest fees?
  • How many mutual funds do you need in a portfolio to have a properly balanced portfolio?

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Date: 6/3/2009