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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 14-diversification and asset classes 15-geographic diversification 16- portfolio rebalancing 17-investment returns and indexes
18-Costs 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- RRSP accounts
Equities 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 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 31-diversification 32-bonds and inflation 33-special cases 34-cash
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
Taxation 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.
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Last Updated ( Friday, 08 February 2008 )
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Quotation
Every morning in
Africa
a gazelle wakes up. It knows that it must outrun the fastest lion, or it will die. Every morning in
Africa
a lion wakes up. It knows that it must outrun the slowest gazelle, or it will starve. It doesn’t matter whether you’re a lion or a gazelle, when the sun comes up, you’d better be running. African proverb . |
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