Friday, 23 May 2014

HowToInvestOnline Guide to Self-Directed Investing

May 2014 marks the 6th anniversary of our blog. Many of the posts we have published have enduring value, as statistics on accumulating reader visits on old posts demonstrate. But there are now so many posts that it has become difficult to track old ones down. To help readers find their way around, we have now selected, organized and categorized posts into the key investing topics. We've ignored some of our posts, topical at the time, which have become outdated.

Investing 101 - posts in green: the investing basics, which we believe every self-directed investor should know to successfully build and manage a portfolio.

1) Setting Objectives

2) Getting the Thinking & Decision-Making Right

3) Setting Expectations Grounded in Reality

4) Risk

5) RRSP, TFSA, RESP, In-Trust vs Taxable Accounts

6) Asset Allocation and Portfolio Construction

7) Model Portfolios

8) Portfolio Components – the Actual Securities to Buy and Sell


b) Canadian Stocks

c) Preferred Shares, Split Shares and Closed-End Funds

d) Real Estate Investment Trusts (REITs)

e) Preferred Shares

f) Convertible Debentures

g) Fixed Income – Cash, Bonds, GICs

h) Commodities

i) Alternative & Fringe Assets

9) Taxes

10) Retirement

11) Sustainable Investing – Incorporating Environmental, Social & Governance Factors

12) Tactical Investing – Looking for Market Bargains

13) Leveraging – Borrowing to Invest

14) Tools

Guide updated to 31 December 2014

Disclaimer: This post and those linked-to above also written by me, are my opinion only and should not be construed as investment advice. Readers should be aware that any comparisons are not an investment recommendation. They rest on other sources, whose accuracy is not guaranteed and the article may not interpret such results correctly. Do your homework before making any decisions and consider consulting a professional advisor.

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