Links and References
Links
Long-term investment & planning concepts
How to create your investment plan
The Efficient Frontier
Investment Strategies for the 21st Century
Asian contagion
Efficient Market Hypothesis
RRIFmetic
The Four Dimensions of Investment Return
Riskgrades
The Arithmetic of Active Management
Article 10 of the U.S.-Canada tax treaty
The Callan Periodic Table of Investment Returns
Case Studies in Rebalancing
The End of Mutual Fund Dominance
After the Fall
FPX Indexes
Tax Calculator
Bylo Selhi
Exchange-Traded Funds and Indexes
Low-cost Index Funds
Barclay's Investments Canada
Barclays-Canadian Shareowner Low-Cost Plan
Dividend Growth
DBRS Ratings
Standard and Poor's
Dow Jones Canada Select Dividend Index
Value Favourites
Corporate Information
Globeinvestor
Advice for Investors
Canadian Shareowner
Sedar
Stingy Investor Stock Screener
Stingy Investor
Dividend Reinvestment Plans
Dividend Cycles of Some Canadian Companies
prefInfo.com
Canadian Moneysaver
Excel spreadsheet for yield-to-call (right click to save)
Floating-Rate Preferreds
The Options Industry Council
Investment FAQ's
E-trade
Misconceptions about Covered Call Writing
Why Stock Offerings Should Make You Nervous
Selling the Downside
Income Trust Primer
Standard and Poor's Income Trust Ratings
DBRS Income Trust Ratings
Canadian Trader
CIPPREC
Deloitte and Touche REIT Guide
Betting on a shrinking resource
The Financial Pipeline bond page
The Financial Pipeline
Real Return Bonds for Canadian Dummies
Excel spreadsheet for RRB Index Ratio (right click to save)
OAT€i
Kitco
World Gold Council
Index Funds
Slice and Dice Primer
In Defense of "Slice and Dice"
Small-Caps are Hot, but Indexes Diverge
Swedroe Portfolio Conversation
Ferri International Conversation
Currency Effects
The Currency Game
How much can you safely withdraw from your savings during retirement?
The downside of withdrawal plans
Avoid superficial losses
CompCorp
Registered Retirement Income Funds: 1C78-18R6
Estimated Returns for Index Portfolios
BMO Investor Profiler
Edmond Questionnaire
TD Waterhouse Planner
Globefund
gummy's site
Growth vs Value, gummy annuities, bonds, Rule of 72, and Saving for Retirement
The Financial Webring Discussion Forum
References
Bernstein, William. "The Four Pillars of Investing",
McGraw-Hill, 2002.
Bernstein, William. "The
Intelligent Asset Allocator", McGraw-Hill, 2000.
Bogle, John C. "Common Sense on Mutual Funds: New Imperatives for the
Intelligent Investor", John Wiley and Sons, 1999.
Malkiel, Bernard G. "A Random Walk Down Wall Street", W.W. Norton &
Company, Revised and Updated edition (April 2003).
Swedroe, Larry. "What Wall Street Doesn't
Want You to Know", St. Martin's Press, 2001.
Siegel, Jeremy J. "Stocks for the Long Run", 2nd ed., McGraw-Hill,
1998.
Graham, Benjamin. "The Intelligent Investor", Fourth Revised
Edition, Harper and Row, 1973.
Atkinson, Howard J., and Green, Donna. "The New
Investment Frontier", Insomniac Press, 2001.
Miller, Lowell. "The Single Best Investment", Adams Media Corporation,
1999.
Financial Post Data Group. "FPEquities - Preferreds
and Derivatives", 2002.
McMillan, Lawrence G. "Options
as a Strategic Investment", Prentice-Hall Press, 1992 and later.
Thomsett, Michael C. "Getting Started in Options", Jossey-Bass Inc., 2001.
Dreman, David. "Contrarian Investment Strategies: The Next Generation",
Simon & Schuster, 1998.
Ellis, Charles D. "Winning the Loser's Game", McGraw-Hill, 1998.
Taleb, Nassim Nicholas. "Fooled by Randomness", Texere Publishing
Limited, 2001.