A Primer for Canadian Do-It-Yourself Investors
by
Keith R. Betty
"Shakespeare"
Note to Readers
Keith Betty, aka Shakespeare, passed away in July 2023. See RIP Shakespeare [2023] for more information and tributes. This is site is no longer being, um, actively managed. Therefore, while the general information is still valid, specific reference information could be out of date.
This site is archived thanks to the generosity of Financial Wisdom Forum.
Current Articles
This Primer has not been updated for several years, as my current writing efforts are focused on finiki, the Canadian financial wiki. Some of the articles of which I am the principle author and which can be thought of as supplementing or replacing articles in this Primer can be found on my new home page at Canfinancial.
Preface
The purpose of this web document is to serve as a primer for Canadian do-it-yourself (DIY) investors who wish to manage their own investment portfolio. It is aimed particularly at individuals who will be using their investment portfolio as the main source of retirement income. It is designed to educate investors on how to take control of their investments in a cost-effective manner.
The date on which a given section was last revised is shown at the bottom of that section.
A printable Microsoft Word version of the Primer is here (size approximately 1M). The internal hypertext links in the Word version are inoperative.
Acknowledgements
I would like to thank the posters at "The Wealthy Boomer Discussion Forum", including George$, Bylo, Gummy, Dibhinn, Norm R, old hand, "nfsnfs" (Norbert Schlenker), dufferdon, Zantors, ialwayslovenascar, active, DanH, steves, and many others. Together these posters have provided much of the inspiration (and many of the links) that I have included here. Particular thanks are due to Jon Chevreau and Tony Humble, who supported the forum for many years. This work, although it reflects my own views, really belongs to all of them. Any mistakes are, of course, my own.
About the Author
Keith Betty was a retired do-it-yourself investor who used his portfolio as his main source of income. His investment portfolio used dividend-growth investing for Canadian stocks; exchange-traded funds (ETFs) for his U.S. and international exposure; and Real Return Bonds and a low-cost short-term bond ETF in his RRSP. More information about his investment profile can be found in this Globe and Mail article, this National Post column, this Montreal Gazette column, this section of a Report on Business supplement, this Toronto Star article, and the following Global TV interview:
Global
TV interview (mp3 audio) (1Mbyte)
Global TV interview (20 Mbyte).
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