...for capital gains with a side of income!

SPECIAL NOTE TO PREVIOUS & FIRST-TIME VISITORS: With the government legislated termination of (almost all) income trusts in Canada at the beginning of 2011, this site is no longer updated.  The site remains (temporarily) as a reminder of how profitable income trusts were for both income and capital gains oriented investors. If there is sufficient interest, a smaller site covering real estate income trusts (REITs) may be substituted for this one. REITs were deemed an exception to the general legislation.

Meanwhile, be sure to visit our other sites... TSX TrendWatch, ETF TrendTracker and US Equities TrendWatch for other ways to profit from our Relative Trend Analysis (RTA) methodology.

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Welcome to ^{Charles P. Whaley’s} Income Trust Trader. Our goal is to provide you with our unique relative trend analysis™ of Canadian Income Trusts and to keep you abreast of income trust news and strategies.

Our Visitor Guide is a must-read document. You won’t know what’s going on here unless you read it and read it well.

Both before and after our finance minister decided that income trusts were not good for us, we’ve always traded them for capital gain and not for income. If you can’t relate to that perspective, this site is not for you.

I know this runs contrary to conventional wisdom, but we believe that income trusts are best held and traded by aggressive investors seeking capital gains, and not by conservative investors seeking income. The income portion may still run higher than other investment alternatives, but the risks are too high for ”widows and orphans” trying to preserve their capital.

Many learned that the hard way through a horrible Halloween prank perpretrated by one Mr. Flaherty... a finance minister no less, who should have some intelligence and enough insight to realize the consequences of his actions. Apparently, we were wrong on both counts!

Hence, our slogan “...for capital gains with a side of income!” We’re after the steak, and the monthly distributions are a side-order of gravy (to offset trading costs).

If you can handle that, you’ve come to the right place. Once you’ve mastered the Visitor Guide, your regular visits should include the Trust Talk blog and the DATA & CHARTS workbook.

Additional features (accessible by navigation buttons) are forthcoming... mainly references to other materials... books and articles, other useful sites, more in depth data for power users and the latest news on income trusts.

Charles P. Whaley, PhD
CEO, ProfiTrend Enterprises

Caveat: Income Trust Trader is not affiliated in any way with any stock exchange, corporation or organization listing, underwriting or managing income trusts (also called income funds).. However, many financial web sites are consulted regularly to assure that the materials provided here are both current and accurate. The goal is to provide information for independent investors who are ultimately responsible for their own decisions to buy or sell any securities referred to here. This is not an advisory service.