| Introduction |
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1 | (1) |
| About This Book |
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1 | (1) |
| Foolish Assumptions |
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1 | (1) |
| Icons Used in This Book |
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2 | (1) |
| Beyond the Book |
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2 | (1) |
| Where to Go from Here |
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3 | (2) |
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BOOK 1 ENTERING THE WORLD OF INVESTING |
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5 | (64) |
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Chapter 1 Exploring Your Investment Choices |
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7 | (12) |
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Getting Started with Investing |
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8 | (1) |
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Building Wealth with Ownership Investments |
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9 | (3) |
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Entering the stock market |
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10 | (1) |
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10 | (1) |
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11 | (1) |
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Generating Income from Lending Investments |
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12 | (2) |
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Considering Cash Equivalents |
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14 | (1) |
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Steering Clear of Futures and Options |
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15 | (1) |
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Counting Out Collectibles |
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16 | (3) |
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Chapter 2 Weighing Risks And Returns |
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19 | (24) |
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20 | (12) |
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21 | (6) |
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Individual-investment risk |
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27 | (3) |
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Purchasing-power risk (aka inflation risk) |
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30 | (2) |
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32 | (1) |
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32 | (9) |
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The components of total return |
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32 | (2) |
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Savings, high-interest, and money market account returns |
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34 | (1) |
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35 | (1) |
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36 | (3) |
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39 | (1) |
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40 | (1) |
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41 | (2) |
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Chapter 3 Getting Your Financial House In Order |
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43 | (26) |
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Establishing an Emergency Reserve |
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43 | (2) |
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45 | (3) |
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45 | (1) |
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46 | (2) |
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Establishing Your Financial Goals |
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48 | (3) |
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Tracking your savings rate |
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48 | (1) |
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Determining your investment tastes |
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49 | (2) |
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Funding Your Registered Retirement Savings Plan |
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51 | (3) |
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51 | (1) |
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52 | (1) |
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Understanding deductions and contributions |
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52 | (1) |
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Starting early for maximum profits |
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53 | (1) |
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Taming Your Taxes in Non-Retirement Accounts |
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54 | (4) |
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Figuring your tax bracket |
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54 | (2) |
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Knowing what's taxed and when to worry |
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56 | (2) |
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Choosing the Right Investment Mix |
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58 | (5) |
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59 | (1) |
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Making the most of your investment options |
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59 | (2) |
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Easing into risk: Dollar cost averaging |
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61 | (2) |
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Treading Carefully When Investing for University or College |
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63 | (3) |
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Making the most out of a Registered Education Savings Plan |
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64 | (2) |
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Allocating university investments |
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66 | (1) |
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66 | (3) |
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BOOK 2 INVESTING IN STOCKS |
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69 | (88) |
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Chapter 1 Gathering Information |
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71 | (20) |
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Looking to Stock Exchanges for Answers |
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72 | (2) |
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Grasping the Basics of Accounting and Economics |
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74 | (5) |
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Accounting for taste and a whole lot more |
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74 | (2) |
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Understanding how economics affects stocks |
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76 | (3) |
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Staying on Top of Financial News |
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79 | (3) |
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Figuring out what a company's up to |
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80 | (1) |
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Discovering what's new with an industry |
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80 | (1) |
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Knowing what's happening with the economy |
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80 | (1) |
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Seeing what politicians and government bureaucrats are doing |
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81 | (1) |
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Checking for trends in society, culture, and entertainment |
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81 | (1) |
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Reading and Understanding Stock Tables |
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82 | (5) |
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83 | (1) |
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83 | (1) |
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84 | (1) |
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84 | (1) |
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84 | (2) |
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86 | (1) |
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86 | (1) |
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87 | (1) |
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87 | (1) |
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Using News about Dividends |
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87 | (2) |
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Looking at important dates |
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87 | (2) |
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Understanding why certain dates matter |
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89 | (1) |
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Evaluating or Ignoring Investment Tips |
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89 | (2) |
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Chapter 2 Going For Brokers |
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91 | (20) |
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Defining the Broker's Role |
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91 | (2) |
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Distinguishing between Full-Service and Discount Brokers |
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93 | (4) |
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At your disposal: Full-service brokers |
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93 | (2) |
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Just the basics: Discount brokers |
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95 | (2) |
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97 | (1) |
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Discovering Various Types of Brokerage Accounts |
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98 | (2) |
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98 | (1) |
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99 | (1) |
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99 | (1) |
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Judging Brokers' Recommendations |
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100 | (3) |
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Understanding basic recommendations |
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100 | (1) |
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Asking a few important questions |
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101 | (2) |
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Robo-advisors and Fintech |
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103 | (3) |
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High tech meets equity investing |
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103 | (1) |
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Terminating bad investment decisions with artificial intelligence |
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104 | (1) |
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Advantages of an inhuman touch |
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104 | (1) |
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105 | (1) |
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Checking Out Canadian Robo-advisors |
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106 | (5) |
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107 | (1) |
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Asset allocation: What is the robo-advisor investing your money in? |
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107 | (1) |
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108 | (1) |
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109 | (1) |
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110 | (1) |
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Chapter 3 Investing For Long-Term Growth |
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111 | (14) |
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Becoming a Value-Oriented Growth Investor |
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112 | (1) |
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Surveying Handy Growth Stock Tips |
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113 | (8) |
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Look for leaders in megatrends |
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114 | (1) |
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Compare company growth to industry growth |
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114 | (1) |
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Consider a company with a strong niche |
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115 | (1) |
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Check out a company's fundamentals |
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116 | (1) |
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Evaluate a company's management |
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116 | (2) |
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Notice who's buying and/or recommending a company's stock |
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118 | (1) |
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Make sure a company continues to do well |
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119 | (2) |
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Heed investing lessons from history |
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121 | (1) |
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Exploring Small Caps and Speculative Stocks |
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121 | (4) |
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Knowing when to avoid IPOs |
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122 | (1) |
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Making sure a small cap stock is making money |
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123 | (1) |
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Analyzing small cap stocks before investing |
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123 | (2) |
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Chapter 4 Investing For Income |
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125 | (14) |
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Understanding Income Stocks Basics |
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126 | (4) |
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Getting a grip on dividends |
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126 | (1) |
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Recognizing who's well-suited for income |
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127 | (1) |
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Assessing the advantages of income stocks |
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127 | (1) |
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Digging into the disadvantages of income stocks |
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128 | (2) |
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130 | (5) |
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Pinpointing your needs first |
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130 | (1) |
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131 | (2) |
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Looking at a stock's payout ratio |
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133 | (1) |
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Studying a company's bond rating |
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134 | (1) |
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135 | (1) |
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Exploring Some Typical Income Stocks |
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135 | (4) |
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135 | (1) |
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Real estate investment trusts (REITs) |
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136 | (2) |
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138 | (1) |
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Chapter 5 Using Accounting Basics To Choose Winning Stocks |
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139 | (18) |
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Recognizing Value When You See It |
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140 | (4) |
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Understanding different types of value |
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140 | (2) |
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Putting the pieces together |
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142 | (2) |
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144 | (13) |
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Breaking down the balance sheet |
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144 | (4) |
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Looking at the income statement |
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148 | (5) |
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Tooling around with ratios |
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153 | (4) |
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BOOK 3 INVESTING IN MUTUAL FUNDS |
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157 | (76) |
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Chapter 1 What Is A Mutual Fund? |
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159 | (12) |
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Beginning with Mutual Fund Basics |
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160 | (2) |
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The Nitty-Gritty: How a Fund Makes You Money |
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162 | (5) |
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Returns: What's in it for you? |
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162 | (2) |
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164 | (2) |
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How funds can make you rich |
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166 | (1) |
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167 | (1) |
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Checking Out Types of Funds |
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167 | (1) |
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Discovering Where to Buy Funds |
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168 | (3) |
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Chapter 2 Buying And Selling Mutual Funds |
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171 | (16) |
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A Few Reasons to Buy Funds |
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171 | (8) |
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Offering safety in numbers: Public scrutiny and accountability |
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172 | (3) |
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Putting your eggs in many baskets |
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175 | (1) |
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Getting good returns from professional management |
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176 | (1) |
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Making investing convenient |
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177 | (1) |
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Investing without breaking the bank |
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177 | (1) |
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Watching over your investment |
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178 | (1) |
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Getting out your money if you need it |
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178 | (1) |
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The Perils and Pitfalls of Funds |
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179 | (3) |
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179 | (1) |
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Style drift: When managers get lost in the jungle |
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179 | (1) |
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180 | (1) |
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Vague explanations of poor performance |
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180 | (1) |
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Prospectuses that don't say enough |
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181 | (1) |
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Too many funds and too few long-term results |
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182 | (1) |
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Load versus No-Load: The Great Divide |
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182 | (5) |
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Load funds: The comfort zone |
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183 | (1) |
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No-load funds: The direct approach |
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184 | (3) |
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Chapter 3 Paperwork And Your Rights |
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187 | (18) |
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188 | (3) |
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Filling in your account (or RRSP) application form |
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188 | (3) |
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191 | (1) |
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Prospectuses: Not Always Your Friend |
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191 | (4) |
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192 | (2) |
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194 | (1) |
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Introducing the Management Report of Fund Performance |
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195 | (5) |
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Looking at what goes into an MRFP |
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195 | (2) |
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197 | (3) |
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Surveying Your Account Statement |
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200 | (2) |
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Annual and Semi-Annual Financial Statements (or Annual Reports) |
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202 | (3) |
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Chapter 4 Investing In Canadian Exchange-Traded Funds |
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205 | (12) |
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Comparing Exchange-Traded Funds and Mutual Funds |
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206 | (2) |
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206 | (1) |
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207 | (1) |
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Choosing an Exchange-Traded Fund |
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208 | (5) |
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208 | (4) |
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212 | (1) |
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213 | (4) |
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Chapter 5 Beyond Mutual Funds |
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217 | (16) |
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The Good Old GIC: You Know Where You Sleep |
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218 | (4) |
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219 | (1) |
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220 | (1) |
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Checking out the benefits of GICs |
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221 | (1) |
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Watching out for inflation |
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221 | (1) |
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222 | (2) |
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Considering bond alternatives |
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223 | (1) |
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Investing directly in bonds |
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223 | (1) |
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Stocks: Thrills, Spills, and Twisted Wreckage |
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224 | (4) |
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224 | (2) |
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226 | (1) |
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Taking a wilder ride with stock alternatives |
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227 | (1) |
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Income Trusts: No Longer the Taxpayer's Best Friend |
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228 | (2) |
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Recalling income trust mania |
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228 | (1) |
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Clamping down on income trusts |
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228 | (1) |
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Considering investing in income trusts |
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229 | (1) |
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Managed Products: A Fee Circus |
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230 | (3) |
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BOOK 4 INVESTING IN PRECIOUS METALS |
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233 | (44) |
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Chapter 1 Beginning With The Benefits And Risks Of Metals |
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235 | (18) |
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Protecting Your Portfolio Against Inflation |
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235 | (2) |
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Precious metals against the dollar |
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236 | (1) |
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Diversification against all currencies |
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236 | (1) |
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Seeing Benefits for Investors |
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237 | (4) |
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237 | (1) |
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238 | (1) |
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238 | (1) |
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239 | (1) |
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239 | (1) |
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240 | (1) |
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Portfolio diversification |
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240 | (1) |
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Checking Out Benefits for Traders and Speculators |
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241 | (3) |
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241 | (1) |
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242 | (1) |
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Trading versus speculating |
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243 | (1) |
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The benefits of speculating |
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243 | (1) |
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Recognizing the Risks of Precious Metals |
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244 | (9) |
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Distinguishing types of risk |
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244 | (4) |
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248 | (3) |
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251 | (1) |
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Weighing risk against return |
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252 | (1) |
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Chapter 2 Going For The Gold |
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253 | (14) |
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Gold: The Ancient Metal of Kings |
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254 | (1) |
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Reviewing Recent Trends in Gold |
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255 | (4) |
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255 | (1) |
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Telling the tale of the tape: Gold versus other investments |
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256 | (2) |
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258 | (1) |
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Securing a Safe Haven from the Coming Storm |
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259 | (2) |
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Comparing monetary and price inflation |
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259 | (1) |
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260 | (1) |
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260 | (1) |
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Checking Out the Gold Market |
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261 | (4) |
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Gold market data and information |
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261 | (1) |
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Industrial supply and demand |
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262 | (1) |
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263 | (1) |
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264 | (1) |
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265 | (1) |
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Digging into Other Gold Investing Resources |
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266 | (1) |
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Chapter 3 Discovering The Secret Of Silver |
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267 | (10) |
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Understanding the Hybrid Potentials of Silver |
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267 | (3) |
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268 | (1) |
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Industrial uses for silver |
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268 | (2) |
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270 | (1) |
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270 | (1) |
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Sources of informed opinion |
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271 | (1) |
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271 | (2) |
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271 | (1) |
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272 | (1) |
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Focusing on Silver's Compelling Future |
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273 | (1) |
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Looking at the Legends of Silver |
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274 | (3) |
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274 | (1) |
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274 | (1) |
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275 | (2) |
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277 | (82) |
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Chapter 1 Waking Up To Day Trading |
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279 | (16) |
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280 | (3) |
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281 | (1) |
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Understanding zero-sum markets |
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281 | (1) |
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Keeping the discipline: Closing out each night |
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282 | (1) |
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Committing to Trading as a Business |
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283 | (2) |
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Trading part-time: An okay idea if done right |
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283 | (1) |
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Trading as a hobby: A bad idea |
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284 | (1) |
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Working with a Small Number of Assets |
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285 | (2) |
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286 | (1) |
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286 | (1) |
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A Few Personality Traits of Successful Day Traders |
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287 | (2) |
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287 | (1) |
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288 | (1) |
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289 | (1) |
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289 | (6) |
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290 | (1) |
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290 | (1) |
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291 | (1) |
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But ifs not exactly dangerous |
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292 | (1) |
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292 | (1) |
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But then again, neither are a lot of other worthwhile activities |
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293 | (1) |
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Putting day trading success in perspective |
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293 | (2) |
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Chapter 2 Making A Day Trade Of It |
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295 | (22) |
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Planning Your Trading Business |
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296 | (6) |
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296 | (1) |
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297 | (1) |
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Fixing hours, vacation, and sick leave |
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298 | (1) |
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298 | (1) |
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Investing in your business |
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299 | (1) |
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Evaluating and revising your plan |
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299 | (3) |
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302 | (8) |
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What do you want to trade? |
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303 | (1) |
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How do you want to trade it? |
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303 | (1) |
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Figuring out when to buy and when to sell |
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304 | (1) |
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305 | (1) |
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Setting limits on your trades |
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306 | (4) |
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What if the trade goes wrong? |
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310 | (1) |
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Closing Out Your Position |
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310 | (2) |
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Swing trading: Holding for days |
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311 | (1) |
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Position trading: Holding for weeks |
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311 | (1) |
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Investing: Holding for months or years |
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311 | (1) |
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Maxims and Cliches That Guide and Mislead Traders |
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312 | (5) |
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Pigs get fat, hogs get slaughtered |
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312 | (1) |
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In a bear market, the money returns to its rightful owners |
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313 | (1) |
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313 | (1) |
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Buy the rumour, sell the news |
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314 | (1) |
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Cut your losses and ride your winners |
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314 | (1) |
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You're only as good as your last trade |
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315 | (2) |
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Chapter 3 Signing Up For Asset Classes |
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317 | (22) |
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What Makes a Good Day Trading Asset? |
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317 | (4) |
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318 | (1) |
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Volatility, standard deviation, and variance |
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319 | (1) |
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320 | (1) |
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320 | (1) |
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Securities and How They Trade |
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321 | (11) |
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322 | (6) |
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328 | (3) |
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Exchange traded funds (ETFs) |
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331 | (1) |
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332 | (1) |
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332 | (1) |
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333 | (1) |
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How the Canadian dollar is traded |
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333 | (1) |
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Commodities and How They Trade |
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333 | (1) |
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Derivatives and How They Trade |
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334 | (5) |
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334 | (2) |
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Buying and selling derivatives |
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336 | (3) |
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Chapter 4 Investing, Trading, And Gambling |
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339 | (10) |
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Understanding Risk and Return |
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340 | (6) |
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340 | (3) |
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Getting rewarded for the risk you take |
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343 | (1) |
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The magic of market efficiency |
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344 | (2) |
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346 | (1) |
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346 | (1) |
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Getting a Grip on Gambling |
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347 | (1) |
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Managing the Risks of Day Trading |
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348 | (1) |
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Chapter 5 Understanding Regulations |
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349 | (10) |
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How Regulations Created Day Trading |
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350 | (1) |
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351 | (3) |
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Brokerage Basics for Firm and Customer |
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354 | (3) |
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Are you suitable for day trading? |
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354 | (1) |
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Staying out of the money laundromat |
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355 | (1) |
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356 | (1) |
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357 | (1) |
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Hot Tips and Insider Trading |
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357 | (1) |
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358 | (1) |
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BOOK 6 CRYPTOCURRENCY INVESTING |
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359 | (56) |
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Chapter 1 What Is A Cryptocurrency? |
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361 | (10) |
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Beginning with the Basics of Cryptocurrencies |
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362 | (4) |
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362 | (1) |
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Some cryptocurrency history |
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363 | (1) |
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363 | (1) |
|
Common crypto and blockchain myths |
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364 | (1) |
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365 | (1) |
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Gearing Up to Make Transactions |
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366 | (2) |
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366 | (1) |
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366 | (1) |
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367 | (1) |
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Making a Plan Before You Jump In |
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368 | (3) |
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368 | (1) |
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Analyze, invest, and profit |
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369 | (2) |
|
Chapter 2 Why Invest In Cryptocurrencies? |
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371 | (16) |
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Diversifying from Traditional Investments |
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372 | (6) |
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372 | (2) |
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374 | (1) |
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375 | (2) |
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377 | (1) |
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Gaining Capital Appreciation |
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378 | (3) |
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379 | (1) |
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380 | (1) |
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Increasing Income Potential |
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381 | (2) |
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A bit about traditional dividends |
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382 | (1) |
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The basics on crypto dividends |
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382 | (1) |
|
Fueling Ideological Empowerment |
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383 | (4) |
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The economy of the future |
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383 | (1) |
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Freedom from government control of currency |
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384 | (1) |
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Help for the unbanked and underbanked |
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385 | (2) |
|
Chapter 3 Recognizing The Risks Of Cryptocurrencies |
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387 | (16) |
|
Reviewing Cryptocurrency Returns |
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388 | (1) |
|
Capital gains (or losses) |
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388 | (1) |
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388 | (1) |
|
Risk: Flipping the Other Side of the Coin |
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389 | (1) |
|
Glimpsing Cryptocurrencies' Reward versus Risk |
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390 | (1) |
|
Digging into Different Kinds of Risk |
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391 | (6) |
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391 | (1) |
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392 | (2) |
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394 | (1) |
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394 | (1) |
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395 | (1) |
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396 | (1) |
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397 | (1) |
|
Exploring Risk Management Methods |
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|
397 | (6) |
|
Build your emergency fund first |
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|
399 | (1) |
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399 | (2) |
|
Diversify outside and inside your cryptocurrency portfolio |
|
|
401 | (2) |
|
Chapter 4 How Cryptocurrencies Work |
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|
403 | (12) |
|
Explaining Basic Terms in the Cryptocurrency Process |
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|
403 | (6) |
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405 | (1) |
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406 | (1) |
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406 | (1) |
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407 | (1) |
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407 | (1) |
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408 | (1) |
|
Transactions: Putting it all together |
|
|
408 | (1) |
|
Cruising through Other Important Crypto Concepts |
|
|
409 | (2) |
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409 | (1) |
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409 | (1) |
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409 | (1) |
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410 | (1) |
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|
410 | (1) |
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|
|
410 | (1) |
|
Stick a Fork in It: Digging into Cryptocurrency Forks |
|
|
411 | (4) |
|
What is a fork, and why do forks happen? |
|
|
411 | (1) |
|
Hard forks and soft forks |
|
|
412 | (1) |
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|
413 | (2) |
|
BOOK 7 INVESTING IN REAL ESTATE |
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|
415 | (114) |
|
Chapter 1 Thinking About Real Estate |
|
|
417 | (16) |
|
Investigating Real Estate Investing |
|
|
418 | (5) |
|
Discovering the opportunities |
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|
418 | (3) |
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|
|
421 | (2) |
|
Figuring Out Whether You're Right for Real Estate Investing |
|
|
423 | (3) |
|
Determining how much you can invest |
|
|
424 | (1) |
|
Assessing your risk tolerance |
|
|
424 | (2) |
|
Getting into Real Estate Investing |
|
|
426 | (4) |
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|
|
426 | (1) |
|
Keeping your goals in mind |
|
|
427 | (1) |
|
Understanding your limitations |
|
|
427 | (1) |
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|
|
428 | (2) |
|
Fitting Real Estate into a Financial Plan |
|
|
430 | (3) |
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|
|
430 | (1) |
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|
|
431 | (1) |
|
Wills and (real) estate planning |
|
|
431 | (2) |
|
Chapter 2 Exploring Real Estate Investments |
|
|
433 | (26) |
|
Homing In on Residential Properties |
|
|
434 | (6) |
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|
|
434 | (1) |
|
Renting a suite, paying a mortgage |
|
|
435 | (3) |
|
Renovating for fun and profit |
|
|
438 | (1) |
|
Owning second homes and cottages |
|
|
439 | (1) |
|
Securing Commercial and Industrial Properties |
|
|
440 | (5) |
|
|
|
441 | (2) |
|
|
|
443 | (2) |
|
Weighing Condos as an Investment |
|
|
445 | (3) |
|
Investing in residential condos |
|
|
446 | (1) |
|
Investing in commercial condos |
|
|
447 | (1) |
|
Investing in hotel condos |
|
|
447 | (1) |
|
Dreaming of Recreational Properties |
|
|
448 | (2) |
|
|
|
449 | (1) |
|
|
|
449 | (1) |
|
|
|
450 | (1) |
|
Developing a Taste for Raw Land |
|
|
450 | (3) |
|
|
|
451 | (1) |
|
Goin' country or swingin' in the city |
|
|
451 | (1) |
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|
|
452 | (1) |
|
|
|
452 | (1) |
|
Howdy, Partners: Buying into Syndicates |
|
|
453 | (3) |
|
Gaining strength in numbers |
|
|
455 | (1) |
|
|
|
455 | (1) |
|
|
|
455 | (1) |
|
Researching Real Estate Investment Trusts |
|
|
456 | (3) |
|
|
|
456 | (1) |
|
Reading financial statements |
|
|
457 | (2) |
|
Chapter 3 Establishing Your Investment Strategy |
|
|
459 | (22) |
|
|
|
459 | (6) |
|
|
|
460 | (2) |
|
Factors affecting market conditions |
|
|
462 | (3) |
|
Knowing the Market, Knowing Yourself |
|
|
465 | (4) |
|
Taking stock of your skills |
|
|
466 | (2) |
|
Gauging the markets future --- and yours |
|
|
468 | (1) |
|
Selecting an Investment Type |
|
|
469 | (3) |
|
|
|
470 | (1) |
|
|
|
470 | (1) |
|
Staying strong in soft times |
|
|
471 | (1) |
|
|
|
471 | (1) |
|
|
|
472 | (9) |
|
Before you begin: The criteria |
|
|
473 | (2) |
|
|
|
475 | (1) |
|
|
|
476 | (1) |
|
|
|
477 | (1) |
|
|
|
477 | (1) |
|
|
|
478 | (1) |
|
Other professional advice |
|
|
479 | (2) |
|
Chapter 4 Pulling Together The Cash: Assessing Your Resources |
|
|
481 | (18) |
|
Assessing Your Financial Situation |
|
|
482 | (1) |
|
|
|
483 | (9) |
|
|
|
484 | (1) |
|
Illiquid: Long-term investments |
|
|
485 | (2) |
|
Vaporous: Friends and acquaintances |
|
|
487 | (1) |
|
|
|
488 | (4) |
|
Working with Professional Financial Partners |
|
|
492 | (2) |
|
|
|
493 | (1) |
|
|
|
494 | (1) |
|
Optimizing Saving Strategies and Leverage |
|
|
494 | (5) |
|
|
|
495 | (2) |
|
Weighing the opportunities and risks of leveraging |
|
|
497 | (2) |
|
Chapter 5 Scouting Properties: Where To Look And What To Look For |
|
|
499 | (30) |
|
Assessing Current Market Cycles |
|
|
500 | (6) |
|
Research: Doing your homework |
|
|
500 | (5) |
|
Analysis without paralysis: Tallying the variables |
|
|
505 | (1) |
|
The decision: Trust your gut |
|
|
506 | (1) |
|
X Marks the Spot: Identifying a Target Market |
|
|
506 | (6) |
|
Separating the fads from the fundamentals |
|
|
507 | (1) |
|
Getting to know markets and neighbourhoods |
|
|
508 | (2) |
|
|
|
510 | (2) |
|
|
|
512 | (1) |
|
|
|
512 | (7) |
|
|
|
513 | (3) |
|
Location, location, location |
|
|
516 | (1) |
|
|
|
517 | (1) |
|
|
|
518 | (1) |
|
Identifying the Types of Land Ownership |
|
|
519 | (2) |
|
|
|
519 | (1) |
|
|
|
520 | (1) |
|
Knowing That a Property's Right for You |
|
|
521 | (1) |
|
Checking Out Even More Resources for Property Information |
|
|
522 | (7) |
|
|
|
522 | (1) |
|
Real estate brokerages and boards |
|
|
523 | (1) |
|
|
|
524 | (1) |
|
|
|
525 | (1) |
|
|
|
525 | (1) |
|
|
|
526 | (1) |
|
Provincial land registries |
|
|
527 | (1) |
|
Property assessment offices |
|
|
527 | (1) |
|
|
|
528 | (1) |
|
|
|
528 | (1) |
| Index |
|
529 | |
