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  1. New investor (modest portfolio)
  2. Experienced independent investor (uses a discount broker- average  size portfolio)
  3. Experienced investor (uses a full service broker- average size portfolio)
  4. Experienced investor (uses an investment counsel- large size portfolio)
  5. Professor
  6. Institutional investor or market professional
  7. Media
Section New investor
 Experienced independent investor
(discount broker)		 Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor) 		Institutional investor or market professional
 Media
Our philosophy
 Yes
 Yes  Yes Yes
  Yes Yes
Our educational mission
          Yes
    
Myths and legends  
  Yes
 Yes
  
 Yes
Summary  Yes Yes
  Yes  Yes Yes
  Yes Yes
Media  
  
      Yes
Section New investor Experienced independent investor
(discount broker)		 Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor) 		Institutional investor or market professional Media
How information is presented
          Yes
    
Definitions  
     Yes
    
Information sources
  
  Yes  Yes Yes
 Yes
    Yes
1-independent investor
  yes
   yes
  yes yes
    yes
2- financial system
    
  yes
    
Section New investorr Experienced independent investor
(discount broker)		 Experienced  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
   yes
  yes yes
    yes
4- with the issuer
 yes
  yes yes
   yes
    
5- discount broker
 yes
  yes yes
 yes   yes
6-independent advisor  (financial planning)  yes   yes
  yes
   yes
7- full service broker
     yes
   yes
   
Section New investor Experienced independent investor
(discount broker)		 Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor) 		Institutional investor or market professional Media
8-brokers and funds
     yes
  yes
  yes
9- investment counsel
  
  yes
  yes
 
10- mutual fund dealers
        
      
11- savings and returns
 yes
 yes yes
 
  yes    
12-return measurement
  yes  
          
Section New investor Experienced independent investor
(discount broker)		 Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor) 		Institutional investor or market professional Media
13- asset allocation
  yes yes
 yes  yes  yes  yes  yes
14-diversification and asset classes
  yes yes
  yes yes
 yes yes  
15- geographic diversification
   yes
 yes yes
  yes  yes  
16- portfolio rebalancing
  yes yes  yes  yes  yes yes
 yes
17- investment returns and indexes
    
yes
yes
   
Section New investor Experienced independent investor
(discount broker)		 Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor) 		Institutional investor or market professional Media
18- costs
  yes  yes yes
  yes yes
 yes yes
19- non registered accounts
  yes  yes yes
       
20-RRSP accounts
 yes
 yes  yes yes
     yes
21- equity in general
  yes  yes  yes   yes
    
22-beat the market?  yes  yes yes yes
 yes  yes yes
Section New investor Experienced independent investor
(discount broker)		 Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor) 		Institutional investor or market professional Media
23- actively managed funds
          yes yes  yes
24- index funds (ETF's and mutual funds)
  yes  yes yes
  yes
yes
 yes
25- pocket money
    yes yes
  yes
    yes
26- canadian market
 yes  yes  yes    yes    
27- USA market
  yes yes
yes
  yes
   
Section New investor Experienced independent investor
(discount broker)		 Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor) 		Institutional investor or market professional Media
28- foreign markets
   yes
yes
  yes
    
29- fixed income (debt)- in general
 yes
  yes yes
yes
 yes
   
30- building a ladder
 yes
 yes yes
   yes    
31-diversification yes
  yes yes
    yes    
32- bonds and inflation
  
            
Section New investor Experienced independent investor
(discount broker)		 Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor) 		Institutional investor or market professional Media
33- special cases
              
34- cash
   Oui          
35- alternative investments- in general
   yes
 yes yes
yes
   yes
36- commercial leased real estate
    yes  yes yes
yes
   yes
37- venture capital (private equity)
 yes
 yes yes
       yes
Section New investor Experienced independent investor
(discount broker)		 Experienced  investor (full service broker) Experienced investor (investment counsel) Professor

(non investor) 		Institutional investor or market professional Media
38- indexed linked (capital protected) notes
 yes
 yes yes       yes
39- exchange traded commodities
              
40- hedge funds
    
   
 
41- taxation and investing
 yes
yes
 yes  yes yes
    
42- income splitting
       yes
     
43- other tax issues
  

       


44- Ethics and legal matters
        yes yes
 yes  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