William Chin, MBA
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William Chin, MBA
Portfolio Manager & Chief Technical Analyst
September 16, 2020The pandemic has inflicted enormous amounts of changes in our daily lives and the economy. Businesses are failing and we are forced to behave differently. We are all adapting to these changes the best we can, but what about investments that our retirement relies on?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
September 9, 2020Central banks are printing money on an unprecedented scale. With more money in circulation, will my savings be hurt? What should I do financially to protect myself?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
August 27, 2020Since central banks are printing a lot of money, the price of gold will go much higher. How can investors make sense of this and invest properly?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
August 12, 2020The global economy, including Canada, is deep in a recession; but stocks are rising. How does one make sense of this?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
June 3, 2020The pandemic has caused a lot of damage to the economy, but stocks are going up. What should I do to position my portfolio properly?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
March 25, 2020I’ve heard the phrase “flight to safety” many times in the past weeks. Where can an investor find safety in times like these?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
March 11, 2020In response to potential quarantines, people are rushing to supermarkets stocking up on daily necessities. What does that mean for the industry?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
February 12, 2020How should we position our portfolios against volatility from this outbreak of the Coronavirus?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
January 21, 2020I have heard around this time of year, families gather around the dinner table, and stock tips are discussed, and then money tends to go into the stock market. This tendency was described by someone I saw on TV and it’s called seasonality. How can someone profit from seasonality?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
January 6, 2020It seems to me that the U.S. and China are having more disagreements over protection of human rights, intellectual property and disputes over trade. When do you think a trade deal will come so investors like me can feel more at ease?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
November 26, 2019What do you think of the impeachment hearings? How can we position our investments in light of this?
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William Chin, MBA
Portfolio Manager & Chief Technical Analyst
November 13, 2019The Bank of Canada is the only central bank in the industrial world that has been refusing to lower its key interest rate. I am worried about our economy. If the Canadian economy weakens, will my stock holdings go down in value?
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William Chin, MBA
Portfolio Manager & Chief Technical Analyst
October 23, 2019I keep hearing about ‘Brexit’, the UK leaving the Eurozone, and the U.S./China trade war, and I am getting tired, worried and confused. What should I do about my investments?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
September 18, 2019I have heard from the media that there have been large rotations within the stock market, investors are rotating between growth and value stocks. Is this something that I should expect my portfolio manager to be doing, to make me more money?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
August 8, 2019Listening to the news, the trade war between the U.S. and China is driving stocks lower. Should I take precautionary measures in my investments?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
July 30, 2019I heard a lot about risk and reward, and how risk levels are rising due to trade wars and instabilities in the Middle East and around the world. How can I lower the level of risk in my portfolio?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
June 18, 2019The media is full of scary headlines about trade wars and the possibilities of recessions, but stocks keep going up. Should I be afraid? Should I be reducing my investments?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
May 6, 2019I keep hearing about how the stock market is volatile and expensive, but, at the same time, how the Canadian economy has to overcome many challenges: housing, high debt levels, trade wars and our deteriorating status among international investors. As a retail investor, how do I navigate these choppy waters?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
March 26, 2019I’m worried about all the issues facing the Canadian economy and the rather limited list of good companies to invest in. What should I do?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
February 12, 2019What should investors do in these volatile markets to protect themselves?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)