William Chin, MBA Archives | Caldwell Investment Management Ltd.

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

April 21, 2021

It seems that commodities are flying high. Is this something that people should pursue?

Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

April 16, 2021

Many have daughters who will be graduating from university this summer. Do you have any advice for these young women?

Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

April 15, 2021

There is talk that index funds are low in management fees and computers can help manage portfolios, resulting in lower fees. What do you say to that?

Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

March 10, 2021

All I hear now is how well Bitcoin has performed. What is Bitcoin’s future as an investment vehicle?

Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

March 4, 2021

There seems to be a strong rotation between ‘stay at home’ and ‘reopening’ stocks. One group could outperform the other significantly in a rather short period of time. How do I pay attention to my maximum advantage?

Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

February 22, 2021

There is so much going on in social media, including trendy investment tips and even buying certain stock. What does all of this mean for investors?

Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

February 12, 2021

Interest rates are ultra low and the government is handing out money. Does that mean stocks will go up forever?

Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

December 29, 2020

I’ve read in the media that there has been a big rotation from ‘new technology’, or ‘stay home’ stocks into more traditional sectors like energy and transportation, in anticipation of the return to normal. What does this mean to my portfolio?

Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

December 10, 2020

So many are very excited about the roll out of the vaccines. Should I invest aggressively now?

Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

October 21, 2020

You hear Tesla stock is very overvalued, but many investors are worried about missing out. What can you tell them?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

October 7, 2020

Bring out your crystal ball. Who do you think will win the U.S. Election and what will happen to the stock market?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

September 16, 2020

The 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, 2020

Central 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, 2020

Since 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, 2020

The 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, 2020

The 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, 2020

I’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, 2020

In 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, 2020

How 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, 2020

I 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, 2020

It 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, 2019

What do you think of the impeachment hearings? How can we position our investments in light of this?

Funds William manages:

Caldwell Balanced Fund

Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

November 13, 2019

The 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?

Funds William manages:

Caldwell Balanced Fund

Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

October 23, 2019

I 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, 2019

I 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, 2019

Listening 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, 2019

I 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, 2019

The 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, 2019

I 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, 2019

I’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, 2019

What should investors do in these volatile markets to protect themselves?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)