Investing For Canadians All-in-One For Dummies®

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Table of Contents

1. Cover
2. Title Page
3. Copyright
4. Introduction
   1. About This Book
   2. Foolish Assumptions
   3. Icons Used in This Book
   4. Beyond the Book
   5. Where to Go from Here
5. Book 1: Entering the World of Investing
   1. Chapter 1: Exploring Your Investment Choices
      1. Getting Started with Investing
      2. Building Wealth with Ownership Investments
      3. Generating Income from Lending Investments
      4. Considering Cash Equivalents
      5. Steering Clear of Futures and Options
      6. Counting Out Collectibles
   2. Chapter 2: Weighing Risks and Returns
      1. Evaluating Risks
      2. Analysing Returns
      3. Considering Your Goals
   3. Chapter 3: Getting Your Financial House in Order
      1. Establishing an Emergency Reserve
      2. Evaluating Your Debts
      3. Establishing Your Financial Goals
      4. Funding Your Registered Retirement Savings Plan
      5. Taming Your Taxes in Non-Retirement Accounts
      6. Choosing the Right Investment Mix
      7. Treading Carefully When Investing for University or College
      8. Protecting Your Assets
6. Book 2: Investing in Stocks
   1. Chapter 1: Gathering Information
      1. Looking to Stock Exchanges for Answers
      2. Grasping the Basics of Accounting and Economics
      3. Staying on Top of Financial News
      4. Reading and Understanding Stock Tables
      5. Using News about Dividends
      6. Evaluating or Ignoring Investment Tips
   2. Chapter 2: Going for Brokers
      1. Defining the Broker’s Role
      2. Distinguishing between Full-Service and Discount Brokers
      3. Choosing a Broker
      4. Discovering Various Types of Brokerage Accounts
      5. Judging Brokers’ Recommendations
      6. Robo-advisors and Fintech
      7. Checking Out Canadian Robo-advisors
   3. Chapter 3: Investing for Long-Term Growth
      1. Becoming a Value-Oriented Growth Investor
      2. Surveying Handy Growth Stock Tips
      3. Exploring Small Caps and Speculative Stocks
   4. Chapter 4: Investing for Income
      1. Understanding Income Stocks Basics
      2. Analysing Income Stocks
      3. Exploring Some Typical Income Stocks
   5. Chapter 5: Using Accounting Basics to Choose Winning Stocks
      1. Recognizing Value When You See It
      2. Accounting for Value
7. Book 3: Investing in Mutual Funds
   1. Chapter 1: What Is a Mutual Fund?
      1. Beginning with Mutual Fund Basics
      2. The Nitty-Gritty: How a Fund Makes You Money
      3. Checking Out Types of Funds
      4. Discovering Where to Buy Funds
   2. Chapter 2: Buying and Selling Mutual Funds
      1. A Few Reasons to Buy Funds
      2. The Perils and Pitfalls of Funds
      3. Load versus No-Load: The Great Divide
   3. Chapter 3: Paperwork and Your Rights
      1. Signing Up
      2. Prospectuses: Not Always Your Friend
      3. Introducing the Management Report of Fund Performance
      4. Surveying Your Account Statement
      5. Annual and Semi-Annual Financial Statements (or Annual Reports)
   4. Chapter 4: Investing in Canadian Exchange-Traded Funds
      1. Comparing Exchange-Traded Funds and Mutual Funds
      2. Choosing an Exchange-Traded Fund
      3. Taking Note of Indexes
   5. Chapter 5: Beyond Mutual Funds
      1. The Good Old GIC: You Know Where You Sleep
      2. Bonds and Strip Bonds
      3. Stocks: Thrills, Spills, and Twisted Wreckage
      4. Income Trusts: No Longer the Taxpayer’s Best Friend
      5. Managed Products: A Fee Circus
8. Book 4: Investing in Precious Metals
   1. Chapter 1: Beginning with the Benefits and Risks of Metals
      1. Protecting Your Portfolio Against Inflation
      2. Seeing Benefits for Investors
      3. Checking Out Benefits for Traders and Speculators
      4. Recognizing the Risks of Precious Metals
   2. Chapter 2: Going for the Gold
      1. Gold: The Ancient Metal of Kings
      2. Reviewing Recent Trends in Gold
      3. Securing a Safe Haven from the Coming Storm
      4. Checking Out the Gold Market
      5. Meeting a Few Gold Bugs
      6. Digging into Other Gold Investing Resources
   3. Chapter 3: Discovering the Secret of Silver
      1. Understanding the Hybrid Potentials of Silver
      2. Researching Silver
      3. Owning Silver
      4. Focusing on Silver’s Compelling Future
      5. Looking at the Legends of Silver
9. Book 5: Day Trading
   1. Chapter 1: Waking Up to Day Trading
      1. It’s All in a Day’s Work
      2. Committing to Trading as a Business
      3. Working with a Small Number of Assets
      4. A Few Personality Traits of Successful Day Traders
      5. What Day Trading Is Not
   2. Chapter 2: Making a Day Trade of It
      1. Planning Your Trading Business
      2. Planning Your Trades
      3. Closing Out Your Position
      4. Maxims and Clichés That Guide and Mislead Traders
   3. Chapter 3: Signing Up for Asset Classes
      1. What Makes a Good Day Trading Asset?
      2. Securities and How They Trade
      3. Cash and Currency
      4. Commodities and How They Trade
      5. Derivatives and How They Trade
   4. Chapter 4: Investing, Trading, and Gambling
      1. Understanding Risk and Return
      2. Defining Investing
      3. Talking about Trading
      4. Getting a Grip on Gambling
      5. Managing the Risks of Day Trading
   5. Chapter 5: Understanding Regulations
      1. How Regulations Created Day Trading
      2. Who Regulates What?
      3. Brokerage Basics for Firm and Customer
      4. Hot Tips and Insider Trading
      5. Taking on Partners
10. Book 6: Cryptocurrency Investing
    1. Chapter 1: What Is a Cryptocurrency?
       1. Beginning with the Basics of Cryptocurrencies
       2. Gearing Up to Make Transactions
       3. Making a Plan Before You Jump In
    2. Chapter 2: Why Invest in Cryptocurrencies?
       1. Diversifying from Traditional Investments
       2. Gaining Capital Appreciation
       3. Increasing Income Potential
       4. Fueling Ideological Empowerment
    3. Chapter 3: Recognizing the Risks of Cryptocurrencies
       1. Reviewing Cryptocurrency Returns
       2. Risk: Flipping the Other Side of the Coin
       3. Glimpsing Cryptocurrencies’ Reward versus Risk
       4. Digging into Different Kinds of Risk
       5. Exploring Risk Management Methods
    4. Chapter 4: How Cryptocurrencies Work
       1. Explaining Basic Terms in the Cryptocurrency Process
       2. Cruising through Other Important Crypto Concepts
       3. Stick a Fork in It: Digging into Cryptocurrency Forks
11. Book 7: Investing in Real Estate
    1. Chapter 1: Thinking about Real Estate
       1. Investigating Real Estate Investing
       2. Figuring Out Whether You’re Right for Real Estate Investing
       3. Getting into Real Estate Investing
       4. Fitting Real Estate into a Financial Plan
    2. Chapter 2: Exploring Real Estate Investments
       1. Homing In on Residential Properties
       2. Securing Commercial and Industrial Properties
       3. Weighing Condos as an Investment
       4. Dreaming of Recreational Properties
       5. Developing a Taste for Raw Land
       6. Howdy, Partners: Buying into Syndicates
       7. Researching Real Estate Investment Trusts
    3. Chapter 3: Establishing Your Investment Strategy
       1. Studying Market Cycles
       2. Knowing the Market, Knowing Yourself
       3. Selecting an Investment Type
       4. Selecting Advisers
    4. Chapter 4: Pulling Together the Cash: Assessing Your Resources
       1. Assessing Your Financial Situation
       2. Identifying Resources
       3. Working with Professional Financial Partners
       4. Optimizing Saving Strategies and Leverage
    5. Chapter 5: Scouting Properties: Where to Look and What to Look For
       1. Assessing Current Market Cycles
       2. X Marks the Spot: Identifying a Target Market
       3. Selecting a Property
       4. Identifying the Types of Land Ownership
       5. Knowing That a Property’s Right for You
       6. Checking Out Even More Resources for Property Information
12. Index
13. About the Authors
14. Advertisement Page
15. Connect with Dummies
16. End User License Agreement

List of Tables

1. Book 1 Chapter 2
   1. TABLE 2-1 Most Depressing Canadian Stock Market Declines^*
   2. TABLE 2-2 Largest U.S. Stock Market Declines^*
   3. TABLE 2-3 Inflation’s Corrosive Effect on Your Money’s Purchasing Power
2. Book 1 Chapter 3
   1. TABLE 3-1 2020 Federal Income Tax Rates
   2. TABLE 3-2 Example of Approximate 2020 Combined Federal and Provincial Income Tax...
   3. TABLE 3-3 2020 Approximate Eligible Dividend Income Tax Rates
3. Book 2 Chapter 1
   1. TABLE 1-1 A Sample Stock Table
   2. TABLE 1-2 The Life of the Quarterly Dividend
4. Book 2 Chapter 1
   1. TABLE 3-1 Grobaby, Inc., Income Statement
   2. TABLE 3-2 Grobaby, Inc., Balance Sheet
5. Book 2 Chapter 4
   1. TABLE 4-1 Comparing Yields
6. Book 2 Chapter 5
   1. TABLE 5-1 XYZ Balance Sheet — December 31, 2020
   2. TABLE 5-2 XYZ Income Statement for Year Ending 12/31/2020
7. Book 3 Chapter 4
   1. TABLE 4-1 Stocks on the S&P/TSX 60
8. Book 3 Chapter 5
   1. TABLE 5-1 How Inflation Destroys Money over Time
9. Book 4 Chapter 2
   1. TABLE 2-1 Comparing Gold to Other Investments and Inflation
10. Book 5 Chapter 2
    1. TABLE 2-1 Popular Things for Day Traders to Trade
    2. TABLE 2-2 Different Types of Orders for Buying
    3. TABLE 2-3 Different Types of Orders for Selling
11. Book 7 Chapter 3
    1. TABLE 3-1 Adviser Costs
12. Book 7 Chapter 5
    1. TABLE 5-1 Sizing Up the Cycle

List of Illustrations

1. Book 1 Chapter 2
   1. FIGURE 2-1: What are the odds of making or losing money in the Canadian markets...
   2. FIGURE 2-2: The longer you hold stocks, the more likely you are to make money.
   3. FIGURE 2-3: Even the bull market of the 1990s wasn’t kind to every company.
   4. FIGURE 2-4: A historical view of U.S. bond performance: Inflation has eroded bo...
   5. FIGURE 2-5: History shows that stocks have been a consistent long-term winner.
   6. FIGURE 2-6: Canada represents just a small fraction of the world’s total stock ...
2. Book 3 Chapter 3
   1. FIGURE 3-1: Management report of fund performance showing performanc...
   2. FIGURE 3-2: Management report of fund performance showing portfolio ...
   3. FIGURE 3-3: Management report of fund performance showing annual com...
   4. FIGURE 3-4: Management report of fund performance showing some of the financial...
3. Book 3 Chapter 5
   1. FIGURE 5-1: One-year average GIC rates, 1983–2020.
   2. FIGURE 5-2: $10,000 initial investment, held from mid-1983 to mid-2008.
   3. FIGURE 5-3: Bombardier’s share price over twenty years.
4. Book 6 Chapter 2
   1. FIGURE 2-1: Dow Jones 70-year historical chart by year.
   2. FIGURE 2-2: Forex metaphor: Australian dollar dancing against U.S. dollar.
   3. FIGURE 2-3: Bitcoin price between 2013 and January 2017.
   4. FIGURE 2-4: Bitcoin price between 2016 and July 2018.
5. Book 6 Chapter 3
   1. FIGURE 3-1: Bitcoin’s price action versus the U.S. dollar from 2017 to 2018.
   2. FIGURE 3-2: Demonstrating why patience is a profitable virtue.
6. Book 6 Chapter 4
   1. FIGURE 4-1: An example of a hard fork.
   2. FIGURE 4-2: An example of a soft fork.
7. Book 7 Chapter 1
   1. FIGURE 1-1: Average home prices haven’t always increased at the same rate as in...
8. Book 7 Chapter 2
   1. FIGURE 2-1: A mortgage-helper can shorten the standard life of a $160,000 mortg...

Guide

1. Cover
2. Title Page
3. Copyright
4. Table of Contents
5. Begin Reading
6. Index
7. About the Authors