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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 (FCP) ? a collective investment vehicle or fund in which investors purchase in the primary market pursuant to a prospectus units or shares and may require their repurchase at any time at a price set by reference to the market value of the fund?s assets. It may refer to an actively-managed mutual fund (see section Equities-qactively Managed Funds for a discussion) or an index mutual fund;see section Equities-Index Funds (ETF and Index Mutual Funds) for a discussion).  See also History of Mutual Funds by Investopedia (doc.300).  See document of AMF (doc. 510) for the following definition: A mutual fund is made up of money that is pooled by investors and managed on their behalf by a portfolio manager who uses the money to purchase securities such as shares and bonds based on its objectives. In consideration of the money you place into the mutual fund you receive units or shares that represent your share of the mutual fund?s assets. ?In general, mutual funds offer units continuously, which mean that new investors can purchase them. Generally, existing investors can ask for their units to be redeemed at any time, and obtain the proceeds quickly. When you ask for your units to be redeemed, the amount received is based on their value, less any redemption fee.

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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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(You should ignore completely ) experts who predict the level of a market index. Changes in the market indices are random and subject to myriad influences that are unpredictable. You will never hear any of the great investors, such as Warren Buffett, Eddie Lampert or Marty Whitman, predict the level of a market index. Arne Alsin