Summary - IndependentInvestor.info

Main Menu

- in general - with the issuer - discount broker - independent adviser - full service broker - brokers and funds - investment counsel - mutual fund dealer

Investment returns ►

- savings and returns - investment return measurement - asset allocation-investment policy - diversification and asset classes - geographic diversification - portfolio rebalancing - investment returns and indexes

Costs of investing

RRSP/ Non-RRSP ►

- non-registered accounts - registered (RRSP) accounts

Equities ►

- in general - beat the market? - actively-managed funds - index funds (ETF's and index mutual funds) - pocket money - canadian financial markets - american financial markets - foreign financial markets

Fixed income (debt) ►

- in general - building a ladder - diversification - bonds and inflation - special cases - short term investing (cash)

Alternative investments ►

- in general - commercial leased real estate - venture capital (private equity) - index-linked (capital protected) notes - exchange traded commodities - hedge funds

Taxation ►

- taxation and investing - income splitting - other tax issues

Ethics & legal matters

-TFSAs

This section gives a general overview of the information on investing found throughout our site. In addition, at the top of the table of contents for each of the 44 sections on investing on our site will be found a short summary of the information in that section.

Item Title

Introduction to Summary of site

Profile of an independent investor?

How can our site help you?

Five steps to become a better investor

Step 1: Focus on the basics

Step 2 Respond to the canadian financial system

Step 3: You can't beat the market

Step 4: Investing in individual debt securities

Step 5: Follow the leader (the institutional investor)

The investor and the financial and regulatory system

Conclusion

[ Back ]

Quotation

You’d never dream of interviewing an ant to understand the colony. Likewise, it’s important to recognize that investment experts aren’t much better off than ants. They come with their own perceptions and biases. If you want to understand the market, look at the market itself. Michael Mauboussin, LeggMason Capital Management.