William Chin, MBA
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William Chin, MBA
Portfolio Manager & Chief Technical Analyst
April 21, 2021 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
April 16, 2021 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
April 15, 2021 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
March 10, 2021 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
March 4, 2021There 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 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
February 12, 2021 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
December 29, 2020I’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 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
October 21, 2020 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
October 7, 2020 -
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, 2020 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
August 27, 2020 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
August 12, 2020 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
June 3, 2020 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
March 25, 2020 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
March 11, 2020 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
February 12, 2020 -
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, 2019 -
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, 2019 -
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, 2019 -
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, 2019 -
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, 2019 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
February 12, 2019