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New investor (modest portfolio)
Experienced independent investor (uses a discount broker- averageï¿½ size portfolio)
Experienced investor (uses a full service broker- average size portfolio)
Experienced investor (uses an investment counsel- large size portfolio)
Professor
Institutional investor or market professional
Media

Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
Our philosophy	Yes		ï¿½Yes	ï¿½Yes	Yes	ï¿½Yes	Yes
Our educational mission	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½Yes	ï¿½	ï¿½
Myths and legends	ï¿½		ï¿½	Yes	Yes	ï¿½	Yes
Summary	ï¿½Yes	Yes	ï¿½Yes	ï¿½Yes	Yes	ï¿½Yes	Yes
Media	ï¿½	ï¿½		ï¿½	ï¿½	ï¿½	Yes
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
How information is presented	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½Yes	ï¿½	ï¿½
Definitions	ï¿½		ï¿½	ï¿½	ï¿½Yes	ï¿½	ï¿½
Information sources	ï¿½	ï¿½Yes	ï¿½Yes	Yes	Yes	ï¿½	ï¿½Yes
1-independent investor	ï¿½yes	ï¿½	yes	ï¿½yes	yes	ï¿½	ï¿½yes
2- financial system	ï¿½	ï¿½		ï¿½	yes	ï¿½	ï¿½
Section	New investorr	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
3- alternative ways of investing - in geneal	yes	ï¿½	yes	ï¿½yes	yes	ï¿½	ï¿½yes
4- with the issuer	yes	ï¿½yes	yes	ï¿½	yes	ï¿½	ï¿½
5- discount broker	yes	ï¿½yes	yes		ï¿½yes	ï¿½	yes
6-independent advisorï¿½ (financial planning)	ï¿½yes	ï¿½	yes	ï¿½	yes	ï¿½	ï¿½yes
7- full service broker	ï¿½	ï¿½	yes	ï¿½	ï¿½yes	ï¿½	ï¿½
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
8-brokers and funds	ï¿½	ï¿½	yes	ï¿½	yes	ï¿½	yes
9- investment counsel	ï¿½		ï¿½	yes	ï¿½	yes	ï¿½
10- mutual fund dealers	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½
11- savings and returns	yes	ï¿½yes	yes	ï¿½	ï¿½yes	ï¿½	ï¿½
12-return measurement	ï¿½yes	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
13- asset allocation	ï¿½yes	yes	ï¿½yes	ï¿½yes	ï¿½yes	ï¿½yes	ï¿½yes
14-diversification and asset classes	ï¿½yes	yes	ï¿½yes	yes	yes	yes	ï¿½
15- geographic diversification	ï¿½	yes	yes	yes	ï¿½yes	ï¿½yes	ï¿½
16- portfolio rebalancing	ï¿½yes	yes	ï¿½yes	ï¿½yes	ï¿½yes	yes	yes
17- investment returns and indexes	ï¿½	ï¿½		yes	yes	ï¿½	ï¿½
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
18- costs	ï¿½yes	ï¿½yes	yes	ï¿½yes	yes	ï¿½yes	yes
19- non registered accounts	ï¿½yes	ï¿½yes	yes	ï¿½	ï¿½	ï¿½	ï¿½
20-RRSP accounts	yes	ï¿½yes	ï¿½yes	yes	ï¿½	ï¿½	ï¿½yes
21- equity in general	ï¿½yes	ï¿½yes	ï¿½yes	ï¿½	yes	ï¿½	ï¿½
22-beat the market?	ï¿½yes	ï¿½yes	yes	yes	ï¿½yes	ï¿½yes	yes
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
23- actively managed funds	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½yes	yes	ï¿½yes
24- index funds (ETF's and mutual funds)	ï¿½yes	ï¿½yes	yes	ï¿½	yes	yes	ï¿½yes
25- pocket money	ï¿½	ï¿½yes	yes	ï¿½	yes	ï¿½	ï¿½yes
26- canadian market	ï¿½yes	ï¿½yes	ï¿½yes	ï¿½	ï¿½yes	ï¿½	ï¿½
27- USA market	ï¿½yes	yes	yes	ï¿½	yes	ï¿½	ï¿½
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
28- foreign markets	ï¿½	yes	yes	ï¿½	yes	ï¿½	ï¿½
29- fixed income (debt)- in general	yes	ï¿½yes	yes	yes	yes	ï¿½	ï¿½
30- building a ladder	yes	ï¿½yes	yes	ï¿½	ï¿½yes	ï¿½	ï¿½
31-diversification	yes	ï¿½yes	yes	ï¿½	ï¿½yes	ï¿½	ï¿½
32- bonds and inflation	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
33- special cases	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½
34- cash	ï¿½	ï¿½Oui	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½
35- alternative investments- in general	ï¿½	yes	ï¿½yes	yes	yes	ï¿½	ï¿½yes
36- commercial leased real estate	ï¿½	ï¿½yes	ï¿½yes	yes	yes	ï¿½	yes
37- venture capital (private equity)	yes	ï¿½yes	yes	ï¿½	ï¿½	ï¿½	ï¿½yes
Section	New investor	Experienced independent investor (discount broker)	Experiencedï¿½ investor (full service broker)	Experienced investor (investment counsel)	Professor (non investor)	Institutional investor or market professional	Media
38- indexed linked (capital protected) notes	yes	ï¿½yes	yes	ï¿½	ï¿½	ï¿½	yes
39- exchange traded commodities	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½	ï¿½
40- hedge funds	ï¿½	ï¿½		ï¿½	ï¿½		ï¿½
41- taxation and investing	yes	yes	ï¿½yes	ï¿½yes	yes	ï¿½	ï¿½
42- income splitting	ï¿½	ï¿½	ï¿½	yes	ï¿½	ï¿½	ï¿½
43- other tax issues	ï¿½			ï¿½	ï¿½	ï¿½	ï¿½
44- Ethics and legal matters	ï¿½	ï¿½	ï¿½	ï¿½yes	yes	yesï¿½	yes

Last Updated ( Friday, 08 February 2008 )

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Quotation

There is a crucial difference about playing the game of investing compared to virtually any other activity. Most of us have no chance of being as good as the average in any pursuit where others practice and hone skills for many, many hours. But we can be as good as the average investor in the stock market with no practice at all. Jeremy Siegel

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