Table of Contents

Preface

Disclaimer

1. Introduction
2. Asset Allocation
• Developing an Investment Plan
• Defining your Goals
• What is Risk?
• The Face of Risk
3. Risk Control
• The Three D's
• Diversification and Risk Management
• "Black Swan" Events
• Efficient Markets, Risk, and Contrarian Investing
• Individual Securities and Risk
• Rebalancing
• Foreign Diversification
• FPX Indexes
• Future Returns
4. Cost Control
• Costs Matter
• Active Management and Costs
• Tax-Efficient Asset Allocation
• Tax Loss Harvesting
• Payback Time
5. Canadian Content
• Investing in Canada
• Exchange-Traded Funds
• Index Funds or ETFs?
6. Canadian Stocks
• Dividend Growth Investing
• The Gordon Equation
• Finding Candidate Stocks
• Additional Considerations
7. Preferred Shares
• What are Preferred Shares?
• Definitions
• Sources of Information
• Buying and Selling Preferreds
• Floating-Rate Preferreds
• Split-Share Preferreds
• Hybrid Securities (COPRs)
• U.S. Dollar Preferreds
8. Options
• What are Options?
• Definitions
• Simplified Explanation of Covered-Call Option Writing
• Hedging
• Drawbacks
• Appendix: The Black-Scholes Equation
9. Initial Public Offerings
10. REITs, Royalty Trusts, and Income Trusts
• What are Income Trusts?
• Real Estate Investment Trusts (REITs)
• Business Income Trusts
• Royalty Trusts
• Other Trusts and ETFs
• Discussion
11. Bonds
• Why Buy Bonds?
• Coupon Bonds
• Stripped Bonds
• Bond Duration
• Corporate Bonds
• Treasury Bills
• Guaranteed Investment Certificates (GICs)
• High-Yield Bonds
• Foreign Currency Bonds
• Bond Exchange-Traded Funds
• Bond Mutual Funds
• Real Return Bonds
12. Gold and Precious Metals
• Why Buy Gold?
• Gold Stocks
• Precious Metals Funds and ETFs
• Gold or Precious Metals Certificates
• Bullion, Wafers, and Coins
13. Foreign Content
• Why Buy Foreign Equities?
• Size and Style Diversification
• Slice-and-Dice
• Currency Hedging
• Cost Control
• Non-U.S. Components
14. Withdrawal Strategy
• Sustainable Withdrawal
• Tax Deferral
• Annuitization
• RRIF Withdrawals
15. Portfolio Construction
• Designing Your Portfolio
• Portfolio Evolution
• Balanced Funds or GICs
• The Four-Component Portfolio
• Sample Portfolios
• Building the Desired Portfolio
• Appendix:  Compound Interest Formulae and Weighted Returns

Links and References
• Links
• References
Glossary
• Definitions
• Stock Exchange Symbols for Some ETFs
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