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Themes Print

Information on investing in the Main Menu of our site covers eleven topics or themes. The themes are themselves divided into sections. See below the list of themes and sections. Note: for an even more detailed, complete, interactive list of the contents of each of the 44 sections, please consult  List of 44 sections under the tab Information.

1- The Independent Investor
This theme (section 1) will help you figure out who you are (your investor profile) and whether self investing is for you.

2-The Financial System
This theme (section 2) describes the Canadian financial system and its dominant players, and how you should adjust your habits to best use the system.

Alternative Ways of Investing
This theme (divided into 8 sections) reviews the different market intermediaries you can use or even, where practical, how to invest directly without an intermediary.
3-in general
4-with the issuer
5-discount broker
6-independent adviser
7-full service broker
8-brokers and funds
9-investment counsel
10-mutual fund dealer

Investment Returns
This theme (divided into 7 sections) reviews what asset classes you can invest in, how to manage portfolio risk through Asset Allocation and diversification, and everything you wanted to know about investment returns- including how it is measured and what is a normal return (by encouraging you to consult recognized market indices).
11-savings and returns
12-investment return measurement
13-asset allocation- investment policy
14-diversification and asset classes
15-geographic diversification
16-portfolio rebalancing
17-investment returns and indexes

This theme (one section) explains how and why you need to manage the level of your investment expenses.

RRSP and Non-RRSP Accounts
This theme (divided into two sections) reviews the advantages of tax-exempt RRSP accounts and how to manage them to best advantage.
19-non-registered accounts
20-RRSPaccounts                                                                                                                                                              20A- TFSAaccounts                                                                                                                                                   20B- Pensions (private)                                                                                                                                          20C-Pension and other plans (public)                                                                                                                     20D-Annuities  (SIPA)

This theme (divided into 8 sections) explains what this asset class is, can I “beat the market” and the advantages of exchange traded funds to invest in Canada and elsewhere.
21- equity- in general
22- beat the markets?
23-actively managed funds                                                                                                                                    23A-Segregated funds
24-index funds ( ETF’s and mutual funds)
25- pocket money
26-canadian financial markets
27-american financial markets
28-foreign financial markets

Fixed Income (debt)
This theme (divided into 5 sections) explains this asset class and the advantages of investing directly (rather than through funds) in provincial bonds.
29- fixed income (debt)-in general
30-building a ladder
32-bonds and inflation
33-special cases

Alternative Investments

This theme (divided into 6 sections) reviews alternative asset classes and the advantages of diversification by investing in commercial real estate rental properties though real estate investment trusts.
35-alternative investments-in general
36-commercial leased real estate
37-venture capital (private equity)
38-index-linked (capital protected) notes
39-exchange traded commodities
40-hedge funds

This theme (divided into 3 sections) will help you manage this particular investment expense.
41-taxation and investing
42-income splitting
43-other tax issues

44-Ethics and Legal Matters
This theme (one section) identifies some key investment-related ethical and legal issues.

Last Updated ( Thursday, 25 March 2010 )
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“If there's 10,000 people looking at the stocks and trying to pick winners, one in 10,000 is going to score, by chance alone, a great coup, and that's all that's going on. It's a game, it's a chance operation, and people think they are doing something purposeful... but they're really not.” Merton Miller, Lauréat prix Nobel en économie.