We have made special arrangements with David
Paterson, one of Canada's leading mutual fund and
ETF analysts, to offer his reports to our readers
at a special rate.
Until now, Mr. Paterson's comprehensive
analyses have been available exclusively to
financial advisers but now you can have access to
them through the Paterson Fund Package at a very
reasonable price of only $99 a year plus tax.
Here's what you'll receive:
David Paterson's ETF Focus List.
Each quarter, Mr. Paterson conducts a thorough
review of the ETF landscape, looking for the best
ETFs, not only for the current environment, but
also for the long term.
He considers a number of factors in his review
including construction methodology, liquidity, and
of course costs.
To view a recent report, click
David Paterson's Investment Fund Ranking
Report. This comprehensive 30-page monthly
report ranks the top funds in every category on a
risk-adjusted basis. Looking for the top Canadian
equity fund? The best foreign bond fund? Good
emerging markets choices? They're all here.
Each fund is assigned a rating (strong buy,
buy, hold, underperform) and you find in-depth
statistical data about each. These include risk
factors such as standard deviation and Sharpe
ratios, correlations to key indexes, performance
history, etc. You'll never make another fund
purchase without consulting this list first.
To view a recent report,click here: http://paterson-associates.com/wp-
David Paterson's Recommended List of
This in-depth quarterly report, which
typically runs to about 60 pages, contains
detailed descriptions and analyses of Mr.
Paterson's top fund choices, including colour
charts. Each review explains the fund's investment
strategy, provides an analysis of the current
position, and gives you key fund facts,
performance details, asset mix, geographic
distribution, and much more.
To view a recent report, click here: http://paterson-
David Paterson's Model Portfolios. In this
report, Mr. Paterson offers a selection of five
model portfolios for various types of investors,
from conservative to growth-oriented. Each
portfolio consists of seven to nine funds and
includes suggested weightings for each. There is
an analysis of each portfolio, technical details
of the characteristics of each (e.g. probability
of loss, worth and best returns, portfolio MER,
etc.), a chart showing the growth of money
invested in each portfolio, and much more. Many
advisers use these models to create portfolios for
their own clients.
Now you can use them to build your own. To see
a sample portfolio, click
David Paterson, CFA, has worked in the Canadian
fund industry since 1994. In 2002, he founded his
own company, Paterson & Associates, which prepares
objective, unbiased analyses of mutual funds and
ETFs for professional financial advisers and
These analyses are based on a unique analytical
approach which focuses on identifying funds that
have consistently delivered strong, risk adjusted
returns on both an absolute and relative basis.
Mr. Paterson has become one of the best-respected
experts in this field and he is frequently quoted
in the media.
Readers will find that his reports add a new
dimension to the information they currently
receive from our Mutual Funds/ETFs Update
newsletter and our On-Line Buyer's Guide to Mutual
Funds/ETFs. While there will occasionally be some
differences in opinion, our approach to fund
analysis is similar.
But with the Paterson Fund Package, you receive
more detailed information than we currently
provide, making this an essential tool for the
MONEY BACK GUARANTEE. If you don't agree
that the Paterson Fund Package is a valuable
addition to your research needs we'll refund your
money! If you are not completely satisfied after
receiving your first month's reports, you may
cancel your subscription and we'll return 100% of
Act now. To order, click on the box at
the upper left of this page. Or call our Customer
Service line toll-free during regular business
hours Monday to Thursday. The number is 1-888-287-